Michael Flaten

Michael D. Flaten is the Execution Trader at Rockwood Wealth Management, based in Philadelphia, PA. In this role, he is responsible for the timely and accurate execution of trades across client portfolios, ensuring precise implementation of investment strategies that align with each client's objectives. Michael brings a detail-oriented approach to trading, leveraging his extensive operational experience to support Rockwood's high-net-worth clientele.

Prior to joining Rockwood in 2024, Michael worked in Corporate Actions at BlackRock, where he handled complex operational and risk-mitigation processes for a diverse universe of securities. Before that, he held a Fixed Income Trading role at PNC Capital Markets, specializing in the analysis and execution of fixed income securities, including government and corporate bonds, municipal debt, and structured products. His deep capital markets background allows him to contribute meaningfully to portfolio implementation and risk management.

Michael earned his BS in Finance from Arizona State University’s W. P. Carey School of Business, grounding his practical experience with solid academic credentials. His expertise spans US and global equity and fixed income markets, and his career highlights include supporting efficient and compliant trade operations at some of the largest global asset managers. He is recognized by colleagues for his meticulous execution and strong commitment to client interests.