Mike Fink bio image

Michael B. Fink,

CPM® Managing Director - Investments

Mike has extensive knowledge and experience in developing financial strategies for private clients and governmental entities. His expertise is predominantly geared toward controlling investment risks and managing cash flows. He draws on his experience as a Federal Reserve auditor, a commercial banker and institutional investment manager to help craft financial strategies that are goal oriented and realistic.

Mike began his career in 1980 gaining experience in banking and institutional investment management. After 8 years in the banking industry Mike accepted a position with a regional broker dealer where he received extensive training in virtually all aspects of the brokerage business.

Mike has a Bachelor of Science degree in economics from Bowling Green State University, a Master of Business Administration from the University of Dayton and is certified as a portfolio manager through the Academy of Certified Portfolio Managers at Columbia University. Mike recently completed certification through the Investment and Wealth Institute as a Certified Private Wealth Advisor®.

He regularly speaks on topics concerning economics and investments at various governmental industry conferences across the United States. The Association of Public Treasurers of the United States and Canada and the County Treasurers Association of Ohio. In addition to his private client practice, Mike also serves several local government entities with their cash management and investments.

Committed to his community and faith, Mike lives in his hometown of Miamisburg, Ohio with his wife of 42 years, Gail. He currently serves as Chairman of Downtown Miamisburg Inc., a nonprofit organization committed to revitalization of the city's riverfront and historic district. He also serves as investment committee chairman for the Saint Vincent de Paul Society’s Dayton District Council.

Raymond James is not affiliated with the above organizations and/or charitable causes.

Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CPWA®,” and “Certified Private Wealth Advisor®.” Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed The Institute’s initial and ongoing credentialing requirements for wealth advisors.