Michael L. Conerly

Michael Conerly is a senior portfolio manager based in our Huntersville, North Carolina, office, where he focuses on managing fixed income portfolios, including municipal and taxable separately managed accounts (SMAs). A Chartered Financial Analyst® (CFA®), he began working at Savant in 2026 when Exencial Wealth Advisors joined the firm.

With three decades of experience in the investment industry, Michael develops and manages fixed income strategies designed to help clients pursue their financial goals while navigating changing market conditions. Before working at Exencial as a senior fixed income portfolio manager, he served as team lead and senior portfolio manager at Columbia Threadneedle Investments and worked as a municipal credit analyst at Bank of America.

Michael earned a bachelor’s degree in business administration with a concentration in finance from Ohio State University. His professional background and credentials reflect his knowledge of fixed income investing, municipal bond markets, and taxable portfolio management.

He is a member of the CFA Society of North Carolina and previously served as treasurer for Charlotte Boy Scout of America Pack and Troop 164. Michael and his wife have three adult children. In his free time, he enjoys staying fit, running, playing golf, reading history, and watching college football.