Michael Esselman

Interim Chief Investment Officer, OneDigital Retirement + Wealth

12 years of experience

About

Michael Esselman currently serves as Interim Chief Investment Officer for OneDigital Investment Advisors. In his role, Michael is responsible for providing executive oversight of the firm’s investment strategy and execution, in addition to overseeing all institutional and high-net-worth client accounts.

Michael has been affiliated with the RIA for five years and a valuable member of the Investment Strategy Council and Investment Allocation Committee. Additionally, he leads the investment due diligence, manager selection and asset allocation processes for the OneDigital office in Utah. Prior to joining the team Michael was 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 received his MBA from Brigham Young University and has earned the right to use the Chartered Financial Analyst designation.

Investment advice offered through OneDigital Investment Advisors, an SEC-registered investment adviser and wholly owned subsidiary of OneDigital. Securities offered through Triad Advisors, LLC (member FINRA/SIPC). OneDigital and OneDigital Investment Advisors are separate entities from Triad Advisors, LLC. Check the background of investment professionals associated with this site on FINRA’s BrokerCheck

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