Mitchell Sinkler & Starr
Independent Investment Advisor Since 1969 Mitchell Sinkler & Starr serves individuals and families, trusts and estates, and foundations and nonprofits, with clients in more than 20 states and abroad. As Registered Investment Advisors, our sole goal is to serve our clients’ interests, and our commitment to our fiduciary responsibility is absolute. We always put our clients first, and many have remained with us for generations, a testament to the quality of advice we provide and the strength of relationships we build. The Firm’s services include investment management, financial, tax and estate planning, fiduciary and custodial services, and charitable gifting support. Our investment approach is highly individualized. We develop a customized portfolio for each client, separately managed to reflect the values, goals, and time horizon of that individual, family, or organization, as well as their priorities regarding ESG investing. This customized approach offers advantages including greater tax efficiency, a portfolio more precisely configured to meet the client’s preferences and needs, and a more consistent approach to socially responsible investing, in which the individual selection of companies allows a true alignment with the client’s values. Mitchell Sinkler & Starr takes pride in delivering high value at a low cost, protecting our clients’ principal and improving their long-term results with services provided under an exceptionally competitive fee structure. We would welcome the opportunity to discuss your goals and needs and whether our strengths and services would represent a good fit.
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Decision-makers and verified team members
8 contacts with verified email or phone · masked until revealed.
- HF
Heather Flick McMeekin
Vice President, Principal, Portfolio Manager · Finance & Accounting
EmailPhone - PT
Peter Toscani
Vice President, Principal, Portfolio Manager · Finance & Accounting
EmailPhone - JM
James McConnel
Portfolio Manager · Finance & Accounting
EmailPhone - NH
Nancy Haegele
Senior Operations Specialist · Operations
EmailPhone - PB
Phillip Beckner
Portfolio Manager · Finance & Accounting
EmailPhone - BL
Briana Leahy
Administrative Assistant · General Business & Management
EmailPhone - WG
W. Gregory Richardson
President, Principal, Portfolio Manager · Other
EmailPhone
Showing 7 of 8 verified contacts
Top roles at Mitchell Sinkler & Starr
5 distinct titles indexed · top 5 shown.
- 2portfolio manager
- 2vice president, principal, portfolio manager
- 1administrative assistant
- 1president, principal, portfolio manager
- 1senior operations specialist
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