by Alicia Allen | Jan 17, 2024 | People
Mike Flickinger Mike Flickinger, CFA – Portfolio Manager Mike has over 10 years of experience in the financial services industry, working with high-net-worth individuals, fortune 500 companies, and public not-for-profit clients. As a portfolio manager, Mike...
by Alicia Allen | Oct 20, 2023 | People
Dan Sargo Dan Sargo, Client Service Manager With over two decades worth of experience in financial wealth, Mr. Sargo ensures clients receive outstanding and trustworthy service. He began his financial services career in 2001, and has worked with Mellon Financial, The...
by ellenuser1 | Apr 21, 2022 | People
Josh Mounce “Do not go where the path may lead; go instead where there is no path and leave a trail.” – Ralph Waldo Emerson Josh Mounce, AIF®, Financial Advisor With over 5 years of experience as a financial advisor Mr. Mounce works with a wide array of...
by ellenuser1 | Dec 29, 2021 | People
Chris Wiles, Portfolio Manager Chris Wiles, Portfolio Manager Serving as a Portfolio Manager at Medallion Wealth Management Chris brings over 35 years of experience in multiple positions within the financial industry. Chris is able to leverage his extensive background...
by cambridgesourcesites | Sep 7, 2018 | People
Katie Karrip “The world is a book and those who do not travel read only a page” -Saint Augustine Katie Karrip, Receptionist Katie is a graduate of Central Michigan University with a bachelor’s degree in applied arts. She is a recent transplant to Pittsburgh who...
by cambridgesourcesites | Apr 27, 2018 | People
Lorraine Mills “Laugh when you can, apologize when you should, and let go of what you can’t change. Kiss slowly, love deeply, forgive quickly, take chances, give everything and have no regrets. Life’s too short to be anything but happy.” Unknown author Lorraine...