About
Phillip D. Beckner, CFA, CAIA, currently serves as Portfolio Manager at Mitchell Sinkler & Starr in Philadelphia, PA. In this role, he is responsible for portfolio construction, ongoing management, and overseeing investment strategies for institutional and high-net-worth clients. Beckner specializes in multi-asset portfolios, with a focus on equity and alternative investments, applying a disciplined approach to asset allocation and risk management across sectors.
Previously, Beckner held the position of Portfolio Manager at West Financial Services, Inc., where he managed client portfolios and provided equity research, with earlier experience as an Equity Analyst at the same firm. His background allows him to bring analytical rigor and a client-oriented perspective to his investment decisions.
Beckner holds a B.S. from the University of Maryland's A. James Clark School of Engineering and has earned the Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA) designations. His expertise bridges traditional and alternative asset classes, supporting client outcomes through a robust understanding of both public market and alternative investment strategies.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| MITCHELL SINKLER & STARR | Portfolio Manager | Apr 2021 to Present | — |
| West Financial Services, Inc. | Portfolio Manager | Apr 2016 to Mar 2021 | - Construct portfolios of individual stocks, corporate bonds, mutual funds, and ETFs to meet client return and risk objectives - Monitor and rebalance accounts on a minimum quarterly cycle - Meet with... |
| West Financial Services, Inc. | Equity Analyst | Apr 2016 to Jun 2017 | - Perform comprehensive fundamental analysis of mid and large cap US equities and provide recommendations to the investment committee - Monitor and evaluate performance of actively managed mutual fund... |
| Camden Partners | Private Equity Analyst | Sep 2013 to Feb 2016 | Camden Partners is a Baltimore-based private equity firm providing growth capital to lower-middle market companies in its target sectors of healthcare, business services, and education. Since its foun... |
| NASA - National Aeronautics and Space Administration | Aerospace Engineer | Jun 2010 to Sep 2013 | I performed satellite navigation operations, including orbit determination, new mission planning and analysis, and expendable launch vehicle support. |
Education
University of Maryland College Park
Bachelor of Science (B.S.), Aerospace, Aeronautical and Astronautical Engineering
2006 — 2010
University of Washington
Others at Mitchell Sinkler & Starr/pa (3)
| Name | Role | Location |
|---|---|---|
 | Vice President, Principal, Portfolio Manager | Newtown Square, PA , United States |
J James McConnel | Portfolio Manager | Wilmington, DE , United States |
P Peter Toscani | Vice President, Principal, Portfolio Manager | United States |
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