Mitchell Sinkler & Starr

William Richardson is a CFA® charterholder with 20 years of industry experience. He has been with Mitchell Sinkler & Starr since 2005. The firm advises high-net-worth individuals, families, estates, trusts, endowments, and foundations, focusing on separately managed portfolio services and financial advice. Mitchell Sinkler & Starr manages most assets on an advisory (non-discretionary) basis, employing a long-term, goal-based investment approach that combines macro analysis with fundamental research and tailored portfolios.

Phillip Beckner is a CFA® charterholder with seven years of industry experience. He has worked at Mitchell Sinkler & Starr since 2021 and previously spent five years at West Financial Services, Inc. in Philadelphia, PA. Mitchell Sinkler & Starr serves high-net-worth individuals, families, estates, trusts, endowments, and foundations with separately managed portfolio services and financial advice. The firm emphasizes a long-term, goal-based investment approach that combines macro analysis with fundamental research and manages most assets on a non-discretionary advisory basis.

Heather Mcmeekin is a financial advisor with Mitchell Sinkler & Starr in Philadelphia, holding Series 63 and Series 65 licenses and having 10 years of industry experience. She has been with Mitchell Sinkler & Starr since 2015. Mitchell Sinkler & Starr advises high-net-worth individuals, families, estates, trusts, endowments, and foundations, focusing on separately managed portfolio services and financial advice. The firm emphasizes a long-term, goal-based investment approach with a combination of macro analysis and fundamental research, serving a concentrated client base with mostly advisory, non-discretionary accounts.

James Mcconnel is a financial advisor at Mitchell Sinkler & Starr with six years of industry experience. He holds Series 63, 65, and 66 licenses. His prior experience includes roles at Goldman Sachs & Co and the Montgomery School. Mitchell Sinkler & Starr advises high-net-worth individuals, families, and institutional clients such as estates, trusts, endowments, and foundations. The firm emphasizes a long-term, goal-based investment approach and manages most assets on a non-discretionary advisory basis, maintaining a concentrated client base with high assets per advisor.

Peter Toscani is a CFP® and CFA® with six years of industry experience. He has worked at Mitchell Sinkler & Starr since 2019, following prior roles at Chartwell Investment Partners and The Killen Group. Mitchell Sinkler & Starr serves high-net-worth individuals, families, estates, trusts, endowments, and foundations by providing separately managed portfolio services and financial advice. The firm emphasizes a long-term, goal-based investment process combining macro analysis and fundamental research, managing most assets on a non-discretionary advisory basis.