David Mickelson, President and Portfolio Manager
David Mickelson is the President of Mickelson Investment Management, LLC and its parent company Mickelson Capital Consulting, LLC a Registered Investment Advisor. David has over 17 years of solid experience in financial services. Mr. Mickelson is a specialist in advanced estate planning, longevity and insurance linked assets and alternative investment management. He assists families and business owners in building capital and preserving wealth, by clearly defining and discussing a range of possibilities in order to formulate and implement the plans that will deliver the desired results. Mr. Mickelson lectures on financial strategies using alternative investments for wealth building and preservation, life insurance linked asset management, and charitable contexts. Mr. Mickelson is an Accredited Estate Planner (AEP), a registered representative of NFP Securities, and has earned the Chartered Financial Consultant (ChFC) designation from the American College in Bryn Mawr, Pennsylvania. As the Portfolio Manager for Micro Pipe Fund I his responsibilities include choosing portfolio companies for the fund and managing all aspects of operations.
