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 co-manages the firm’s proprietary models, including the Global Blue-Chip Growth, Blue-Chip Growth, Global Equity Income, and Equity Income strategies.
Prior to joining our team, Mike worked as a portfolio manager on a tax managed equity strategy at The Bank of New York Mellon and as a vice president, servicing corporate, public not-for-profit, and equity derivative debt issuances.
When not in the office, Mike enjoys playing golf, auto racing, and traveling to grow his passion for food and wine. He and his wife, Katie, reside in Sewickley.
Education and Certifications:
- Chartered Financial Analyst, CFA
- Allegheny College, Bachelor of Arts, Economics
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