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Michael Honer, CFA®

Strategic Accounts Director


Mike is a Strategic Accounts Director at Chartwell covering the RIA Channel. He also works closely with the various industry custodians, TAMP platforms, and select Independent Broker Dealers. Additionally, Mike serves as a member of the ESG Committee. Prior to joining Chartwell, he was a Senior Portfolio Manager for Lockwood Advisors, Inc., an affiliate of BNY Mellon | Pershing. Mike also worked at UBS Financial Services as a Wealth Strategy Analyst and Morgan Stanley as a Financial Advisor.


  • B.A. in Finance from Temple University
  • CFA® charterholder and member of the CFA® Institute and the CFA® Society of Philadelphia
  • FINRA Series 7, 66

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