Michael Liersch

Michael Liersch is head of Advice and Planning for Wealth and Investment Management, which is responsible for developing and propagating research-based methods to help advisors and clients most productively collaborate around their money decisions. Prior to joining Wells Fargo, Michael worked at JPMorgan Chase where he served as managing director and global head of Wealth Planning and Advice. Prior to his role at JPMorgan Chase, he served as head of Behavioral Finance and Goals-based Consulting at Bank of America-Merrill Lynch, and as head of Behavioral Finance at Barclays Wealth, Americas. He was also a faculty member at New York University, where he taught management and organizational analysis.

Education

• PhD University of California San Diego (2003 — 2007)
• AB Harvard University (1994 — 1998)

Companies

• Head of Advice & Planning Wells Fargo (2020)
• Global Head of Wealth Planning & Advice JPMorgan Chase & Co. (2017 — 2020)
• Head of Behavioral Finance and Goals-Based Consulting Merrill Lynch (2011 — 2017)
• Behavioral Finance, Americas (VP) Barclays Wealth (2010 — 2011)
• Visiting Professor NYU Stern School of Business (2008 — 2010)
• Research Director Behavioral Research Associates (2006 — 2010)
• Postdoctoral Fellow Rady School of Management, UC, San Diego (2007 — 2008)
• Senior Corporate and Business Development Manager BroadBand Office (BBO) (2000 — 2001)
• Strategy and Development Analyst Buy.com (2000 — 2000)