Michael J. Bucci CIMA

Mike leads the Investment Advisory practice for the SD Retirement Solutions division of Schneider Downs Wealth Management Advisors. He has been with Schneider Downs for 10 years. Mike’s experience has made him well-suited to his current role, which includes designing the initial investment plan menu, building and maintaining the risk-based model portfolio construction, and continued manager due diligence while acting in either a 3(21) or 3(38) capacity. Additionally, Mike personally services plans from the Plan Sponsor level to establish governance and to maintain compliance with ERISA. Beyond traditional 404(c) advisory services, Mike plays a role in the overall operations, marketing, sales, and training for Retirement Solutions.

Education

B.S./B.A - Managerial Finance, East Carolina University

Professional and Community Involvement

Member—Investments and Wealth Institute

Certified Investment Management Analyst®

Do you have a hobby/personal passion?   
Being a father to my three children

What was the best advice you’ve ever received?   
Don’t settle for mediocrity  

Who is your role model? 
I don’t have one all-encompassing per say but I look for those that have exceptional traits and mix and match that into a mold of what I strive to achieve.  

What was your childhood dream? 
Play a sport for a living and retire young

If you could go back in time, what advice would you give your college self?   
Enjoy it.

People would be surprised to know that I…
I absolutely hate the takeoff and landing during air travel to the point I better be going to a location that is worth the anxiety.  

What is the best or most interesting thing about your career? 
Understanding the business and industries of the clients we serve is the most interesting.  The best and most satisfying part is getting a participant to a fully funded retirement account balance.   

What was your first job? 
Cashier at Food 4 Less   

Do you have a “motto”? (spoken or unspoken)
Water finds its level

When you have an hour of free time, what do you like to do?   
With three young kids that are in perpetual motion, a nap. 

Do you have advice for young professionals? 
Listen more than you speak

Michael J. Bucci CIMA

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With Schneider Downs since 2014, shareholder Tom Pratt has more than 30 years of experience in public accounting, forensic accounting, litigation support, business valuation and financial reorganization.

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