Michael S. Flanagan
Senior Vice President and Managing Director
Michael started in the securities business in 1993 as an account executive for Pennsylvania Financial Group. In 1994 he formed First Affiliated Investment Group, and has served as its President and CEO until its merger with Madison Financial Advisors, LLC in August of 2002. Today, Michael is the Vice President and Managing Director of VIST Capital Management, LLC, formerly Madison Financial Advisors, LLC since 2002.
Licenses: Series 6, Series 63, Series 65, Life, Health, Property & Casualty
Robert W. Muti, CFA
Vice President and Director of Portfolio Management
Robert is responsible for the ongoing portfolio management of VIST Capital Management’s discretionary investment portfolios. He is a CFA Charter Holder and a member of both the CFA Institute and the CFA Society of Philadelphia. He began his finance career in Dallas, Texas with PaineWebber Inc. before starting with First Affiliated Investment Group as an Investment Advisor and Portfolio Analyst in January of 1999. In October of 2000, he took on the position of Chief Investment Officer until the merger of First Affiliated with Madison Financial Advisors, LLC in August of 2002.
Licenses: Series 7, Series 24, Series 66, Life & Annuity
Benjamin J. Stopper, CFP
Financial Advisor
Benjamin earned his BA in Economics from Johns Hopkins University in Baltimore. In 2004, he was licensed and trained as a stockbroker and investment advisor while working for DMG Securities, Inc. in the Washington, D.C. area. Benjamin joined VIST Capital Management LLC, formerly Madison Financial Advisors in 2005. He earned his CFP designation in June of 2007.
Licenses: Series 7, Series 63, Series 65, Life & Annuity
Robert J. Miranda
Registered Investment Advisor
Bob has over 20 years of experience in the insurance and financial services disciplines. For VIST clients, he applies his insurance background to solving issues related to the funding of ownership buy-outs as well as executive and key person insurance. His financial services concentration is retirement planning. Bob assists corporate clients with the development of plan specifications; vendor selection; all phases of implementation; and the ongoing support of fiduciary responsibilities such as employee education and investment performance monitoring. Bob also serves as financial advisor relative to the institution of deferred compensation for select executives and other highly compensated individuals. Bob's career spans service with the Federal government; private entrepreneurship; such premier financial services firms such as Citibank before joining VIST Financial Corp.
Registered Assistant
Linda is responsible for all aspects of client service and trading. She has 28 years industry experience. Most of those years were spent at Meridian Bank and its successors working in the retail brokerage operations, Funds Management and Capital Markets areas. Linda joined VIST Capital Management in March of 2000.
Licenses: Series 7 and 63
Gwen Werner
Administrative Assistant
Gwen joined VIST Capital Management, formerly Madison Financial Advisors in October of 2004. She is responsible for a variety of secretarial and administrative duties to support the Managing Director and Director of Portfolio Management. Gwen’s duties include the scheduling of quarterly 401K reviews, preparing enrollment and change paperwork relating to those plans, preparing for client meetings and producing the monthly board report. Gwen has participated in continuing education to hone her skills in Excel and Publisher and is currently studying for the Series 6 and 63 exams.