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634 W Main Street, Suite 302
Madison, WI 53703
USA

608-223-9211

An independent, fee only wealth management firm providing comprehensive financial planning services. We hold no client assets and we do not sell any products.

Mike Ebeling

MIKE EBELING, CFA
608-620-8858
mebeling@mendotafinancial.com

Mike is the Co-Chief Investment Officer of Mendota Financial Group. Bringing over two decades of comprehensive experience across institutional portfolio management, buy-side analysis, and financial planning, he focuses on delivering institutional-grade investment strategies to Mendota’s wealth management clients.

In his current role, Mike directs the firm’s portfolio construction and investment strategy. By leveraging his extensive background in rigorous securities analysis, fundamental modeling, and factor-based risk management, he builds fundamentally driven asset allocation strategies designed to optimize returns and manage portfolio risk. He applies the same analytical precision and rigorous approach to risk management used as an institutional portfolio manager to ensure Mendota's clients are positioned to achieve their unique financial goals.

Prior to joining Mendota Financial Group, Mike served as the Lead Portfolio Manager for the Global Technology Sector at the State of Wisconsin Investment Board (SWIB), where he managed a multi-billion dollar long/short global equity portfolio. A passionate advocate for financial education, Mike was able to bridge the gap between complex financial theories and practical real-world applications while teaching courses on Investment Theory, Applied Securities Analysis, and Applied Portfolio Construction at the University of Wisconsin–Madison. Earlier in his career, he spent time as an Equity Research Analyst at various mutual funds and originally began his finance career as a Financial Advisor.

Mike earned his MBA in Applied Securities Analysis from the University of Wisconsin–Madison and holds a BBA (Finance & Economics) from the University of Wisconsin–La Crosse. He is also a Chartered Financial Analyst (CFA) Charterholder.

Mike and his wife and their 3 daughters live in Oregon, WI. Away from the office, Mike loves to spend time with his family in the kitchen, in the woods camping and fishing and actively cheering on their favorite Wisconsin sports teams.

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