Robert Mehringer CFA

Robert Mehringer, CFA has been working in the finance industry since 1999. Robert began their career as President and Founder of Access Partners, LLC, which was acquired by FolioDynamix in 2013. From 1999 to 2018, they held the role of Executive Vice President at FolioDynamix. In 2018, they transitioned to First Rate, Inc as an Account Executive. In 2019, they joined ICR Partners, LLC as Managing Director, providing third party investment manager research for trust companies and their private client groups. Most recently, in 2021, they were appointed as an Independent Board Member at Vestwell Trust Company.

Robert Mehringer, CFA began their education at Reitz Memorial High School. Robert then attended the University of Evansville, where they obtained a BS in Accounting. Afterwards, they attended The University of Chicago Booth School of Business, where they earned an MBA in International Business and Finance. Robert also holds the CFA charterholder certification from the CFA Institute, as well as a CPA - inactive certification.