![Cynthia A. Flannigan](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Cynthia A. Flannigan
Profile
Ms. Cynthia A.
Flannigan is Senior Portfolio Associate at Mt.
Eden Investment Advisors LLC.
Prior to joining Mt.
Eden in 2005, Ms. Flannigan was at Harris Bretall Sullivan and Smith, and Spare Kaplan Bischel & Associates.
Ms. Flannigan earned a BS with honors in Business Analysis from San Francisco State University, and holds the Certified Financial Planner license.
Former positions of Cynthia A. Flannigan
Companies | Position | End |
---|---|---|
Spare Kaplan Bischel & Associates, Inc.
![]() Spare Kaplan Bischel & Associates, Inc. Investment ManagersFinance Part of Royal Bank of Canada, Spare Kaplan Bischel & Associates, Inc. is a boutique investment management firm based in San Francisco, CA. With over 20 years of experience, the company is dedicated to providing value equity portfolios that integrate environmental, social, and governance criteria to align with their clients' investment and social objectives. The company offers value equity and ESG/SRI value equity solutions as separately managed accounts, UMA/SMA managed accounts, and mutual funds. The team is committed to their active, value investment philosophy and process that has been consistently applied for over three decades, seeking to construct high conviction portfolios that reflect their best ideas while preserving and increasing clients' capital with downside protection. | Corporate Officer/Principal | - |
Mt. Eden Investment Advisors LLC
![]() Mt. Eden Investment Advisors LLC Investment ManagersFinance Founded by Keith McWilliams and John Packard, Mt. Eden Investment Advisors LLC is an independent, institutional-class boutique asset management and wealth consulting firm located in San Francisco with an additional office in Los Angeles. The firm was founded in 2004 as the result of a spin-off from the West Coast office of Weiss, Peck & Greer Private Client Services. Evercore Wealth Management LLC, a subsidiary of Evercore Partners, Inc. (. (NYSE: EVR) acquired Mt. Eden Investment Advisors in 2012. | Portfolio Manager-Equities | - |
Training of Cynthia A. Flannigan
Golden Gate University | Graduate Degree |
San Francisco State University | Undergraduate Degree |
Experiences
Positions held
Linked companies
Private companies | 2 |
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Spare Kaplan Bischel & Associates, Inc.
![]() Spare Kaplan Bischel & Associates, Inc. Investment ManagersFinance Part of Royal Bank of Canada, Spare Kaplan Bischel & Associates, Inc. is a boutique investment management firm based in San Francisco, CA. With over 20 years of experience, the company is dedicated to providing value equity portfolios that integrate environmental, social, and governance criteria to align with their clients' investment and social objectives. The company offers value equity and ESG/SRI value equity solutions as separately managed accounts, UMA/SMA managed accounts, and mutual funds. The team is committed to their active, value investment philosophy and process that has been consistently applied for over three decades, seeking to construct high conviction portfolios that reflect their best ideas while preserving and increasing clients' capital with downside protection. | Finance |
Mt. Eden Investment Advisors LLC
![]() Mt. Eden Investment Advisors LLC Investment ManagersFinance Founded by Keith McWilliams and John Packard, Mt. Eden Investment Advisors LLC is an independent, institutional-class boutique asset management and wealth consulting firm located in San Francisco with an additional office in Los Angeles. The firm was founded in 2004 as the result of a spin-off from the West Coast office of Weiss, Peck & Greer Private Client Services. Evercore Wealth Management LLC, a subsidiary of Evercore Partners, Inc. (. (NYSE: EVR) acquired Mt. Eden Investment Advisors in 2012. | Finance |
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