Michael Winnick

Chief Revenue Officer, Clout

Michael Winnick is an executive leader of new distribution initiatives in the Investment and Wealth Management industries.  Michael has built and managed distribution strategies and organizations for Charles Schwab (4 Years) and Russell Investments (11 Years) and co-founded FinTech firm Investment Advisory Network (10 Years).  A passionate philanthropist, Michael is Chair of the Juma Ventures National Board.

At Charles Schwab, Michael led an effort distributing Schwab ETFs, Mutual Funds and Collective Trusts through new financial institution partners. At Russell Investments Michael’s sales and national accounts teams became the industry leader in Model Portfolio assets, achieved through the creation of Practice Management Growth Programs which facilitated the growth of hundreds of financial advisors’ practices.  Prior, Michael was a founder and executive leader of FinTech firm Investment Advisory Network (IAN), a managed account platform provider connecting asset managers, custodians and distribution intermediaries.  IAN was acquired by SS&C Technologies in 2004.  Michael’s entrepreneurial career commenced with the creation of Aspen Bike Tours in 1989.

Michael earned an MBA from Yale University and Bachelors degree from Colgate University.  Michael is happily married with three grown children and a dog.