Michael Esselman

Interim Chief Investment Officer, OneDigital Retirement + Wealth

15 years of experience

About

Michael is the Interim Chief Investment Officer of OneDigital’s retirement & wealth. He is responsible for the overall investment platform, including selection of investment offering, due diligence of funds and managers, and overseeing investment strategies and models managed by the investment team. He also works directly with a handful of institutional clients including corporate, non-profit and government entities.

Michael’s team combines quantitative and qualitative aspects into the asset allocation, investment research, analysis and monitoring process to ensure clients are utilizing quality investments. He is also regularly interviewed by industry publications for his thoughts on investment trends across the retirement industry.

Prior to joining the team Michael was an account manager at PIMCO where he partnered with retirement plan sponsors keeping them informed of economic outlooks, investment recommendations and industry trends. He also launched the firms’ first online asset allocation tool used by consultants and advisors across the industry.

Michael graduated from Brigham Young University with a Bachelor of Science (BS) in mathematics and later received his MBA from the same alma mater. He has earned the right to use the Chartered Financial Analyst designation.

Investment advice offered through OneDigital Investment Advisors LLC. Securities offered through Osaic Wealth, Inc. (Osaic) (member FINRA/SIPC). OneDigital Investment Advisors LLC and Osaic are separate entities. Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

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