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Educational Materials

for U.S. Expats

Syl Michelin and Stan Farmer Join Walkner Condon

Sep 1, 2020 | Announcements

Walkner Condon Financial Advisors is pleased to announce that Syl Michelin and Stan Farmer are joining Keith Poniewaz on the International Advisory Services Team at Walkner Condon. Syl and Stan join our team after serving as financial advisors at Thun Financial in Madison, managing over $250 million in assets for clients in the United States and around the world. Their extensive expertise in working with expats and familiarity with acting as fiduciaries in a fee-only capacity made the two of them great cultural fits for our organization.

Prior to his time at Thun, Syl, a native of France, worked as an advisor for Citigroup in London and New York City. In addition to joining the International Advisory group, Syl, a CFA® charter holder, will be serving as Director of Portfolio Strategy for the firm as a whole.  

Stan, who will also be serving as Director of International Planning, worked at Morgan Stanley and Merrill Lynch in the United States prior to Thun. He previously worked in private equity in Dubai, Portugal, and Angola. A former lawyer and a CFP®, Stan is an expert in mixed nationality couples planning and has appeared in International Investment and Investment News.

Walkner Condon Financial Advisors is a registered investment advisor with the SEC and the opinions expressed by Walkner Condon Financial Advisors and its advisors in this piece are their own. Registration with the SEC does not imply a certain level of skill or training. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice.

Information presented in this piece is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed.

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