Mike Kalbfleisch
Portfolio Manager-Equities at Fiera Capital, Inc.
Profile
Mr. Michael D.
Kalbfleisch is Senior Vice President & Portfolio Manager at Fiera Capital, Inc. He has over 31 years of investment management experience.
He is an adjunct professor of finance at The University of Dayton.
He was a Principal at Apex Capital Management, which was founded in 1987 with a singular focus on growth investing and was employee-owned prior to its acquisition by Fiera Capital.
Previously, he served as Chief Operating Officer for Retirement Capital Advisers; prior to that he was a member of the Investment Committee at Dean Investment Associates.
He is also a past Vice President at John Nuveen & Co. From 1986 – 1996 he was Chief Financial Officer at Flagship Financial.
He received his BS in Accounting from the University of Dayton, where he graduated Magna Cum Laude.
Mike Kalbfleisch active positions
| Companies | Position | Start |
|---|---|---|
Fiera Capital, Inc.
 Fiera Capital, Inc. Investment ManagersFinance Fiera Capital Inc. is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded in 1972 as Wilkinson O'Grady & Co, Inc. and they were acquired in 2013 by Fiera Capital Corp. (TSE: FSZ) in Canada through its wholly-owned subsidiary Fiera US Holding, Inc. Fiera Capital provides investment management services on a discretionary and non-discretionary basis to separately managed accounts for predominantly US high net-worth individuals, such as affluent families and their foundations, and institutional clients which include pension plans, profit sharing plans and other charitable organizations. | Portfolio Manager-Equities | 31/05/2016 |
Former positions of Mike Kalbfleisch
| Companies | Position | End |
|---|---|---|
Apex Capital Management, Inc.
 Apex Capital Management, Inc. Investment ManagersFinance Founded by Nitin Kumbhani in 1987, Apex Capital Management, Inc. is a registered investment advisor located in Dayton, Ohio. The firm provides discretionary investment management services to individual and institutional clients. | Portfolio Manager-Equities | 31/05/2016 |
The Retirement Corporation of America
 The Retirement Corporation of America Investment ManagersFinance The Retirement Corporation of America (RCA) is a SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded in 1988 and formerly known as Retirement Capital Advisors, Inc. They are owned by Fifth Third Bank, NA, ultimately owned by Fifth Third Bancorp (NASDAQ: FITB). RCA provides advisory services to individual investors. | Chief Operating Officer | 30/12/1999 |
| Flagship Financial Corp. | Director of Finance/CFO | - |
Nuveen Investments, Inc.
 Nuveen Investments, Inc. Financial ConglomeratesFinance Nuveen Investments, Inc. provides investment management and related services to retail and institutional investors. It offers investment management capabilities across a diversified set of asset classes and investment strategies through its investment management affiliates, including municipal bond, investment grade, global and high-yield bond, floating-rate bank loan, preferred securities, growth equity, value equity, global and international equity, equity income, core equity, equity index, quantitative and enhanced equity, asset allocation, balanced strategies, real asset and commodity. The company was founded by John Nuveen in 1898 and is headquartered in Chicago, IL. | Corporate Officer/Principal | - |
Dean Investment Associates LLC
 Dean Investment Associates LLC Investment ManagersFinance Dean Investment Associates LLC provides investment advisory services. The company was founded in 1972 and is headquartered in Beavercreek, OH. | Investment Committee Member | - |
Training of Mike Kalbfleisch
| University of Dayton | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 6 |
|---|---|
Apex Capital Management, Inc.
Apex Capital Management, Inc. Investment ManagersFinance Founded by Nitin Kumbhani in 1987, Apex Capital Management, Inc. is a registered investment advisor located in Dayton, Ohio. The firm provides discretionary investment management services to individual and institutional clients. | Finance |
The Retirement Corporation of America
The Retirement Corporation of America Investment ManagersFinance The Retirement Corporation of America (RCA) is a SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded in 1988 and formerly known as Retirement Capital Advisors, Inc. They are owned by Fifth Third Bank, NA, ultimately owned by Fifth Third Bancorp (NASDAQ: FITB). RCA provides advisory services to individual investors. | Finance |
Dean Investment Associates LLC
Dean Investment Associates LLC Investment ManagersFinance Dean Investment Associates LLC provides investment advisory services. The company was founded in 1972 and is headquartered in Beavercreek, OH. | Finance |
| Flagship Financial Corp. | Finance |
Nuveen Investments, Inc.
Nuveen Investments, Inc. Financial ConglomeratesFinance Nuveen Investments, Inc. provides investment management and related services to retail and institutional investors. It offers investment management capabilities across a diversified set of asset classes and investment strategies through its investment management affiliates, including municipal bond, investment grade, global and high-yield bond, floating-rate bank loan, preferred securities, growth equity, value equity, global and international equity, equity income, core equity, equity index, quantitative and enhanced equity, asset allocation, balanced strategies, real asset and commodity. The company was founded by John Nuveen in 1898 and is headquartered in Chicago, IL. | Finance |
Fiera Capital, Inc.
Fiera Capital, Inc. Investment ManagersFinance Fiera Capital Inc. is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded in 1972 as Wilkinson O'Grady & Co, Inc. and they were acquired in 2013 by Fiera Capital Corp. (TSE: FSZ) in Canada through its wholly-owned subsidiary Fiera US Holding, Inc. Fiera Capital provides investment management services on a discretionary and non-discretionary basis to separately managed accounts for predominantly US high net-worth individuals, such as affluent families and their foundations, and institutional clients which include pension plans, profit sharing plans and other charitable organizations. | Finance |
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