Mike Winaker

Michael Winaker joined Crest Capital Advisors as a Private Wealth Associate in 2025 with the commitment to support the Crest Capital team and deliver excellent service to clients.

Prior to joining, Michael worked as a Corporate Stock Benefit Analyst at UBS, specializing in trading, financial planning, and corporate equity strategy for his team. Throughout his time at UBS, he optimized the asset management process for clients by building out systematic trading strategies and extended financial planning services across a wider range of clientele.

Michael holds a bachelor’s degree in finance from Pepperdine University and a certificate in conflict management through the Pepperdine School of Law. He also maintains FINRA Series 7, Series 63, and Series 65 licenses and is a CFA (Chartered Financial Analyst) Level 2 candidate.

What he values most about his role at Crest Capital Advisors is joining a dynamic, collaborative team that tackles the complexities that corporate executives and General Partners face on a daily basis.

A fun fact about Michael: he was a walk-on to the Pepperdine University baseball team and competed all four years of college, hitting a home run against the University of the Pacific in 2021.

Michael was born and raised in the San Francisco Bay Area and enjoys playing in any organized team sport that he can find or volunteering in his church.