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Debbie Mitchell
Gestore di Portafoglio-Azioni presso Bedell Frazier Investment Counselling LLC
Profilo
Ms. Deborah N.
Mitchell, CFA, is a Advisor & Financial Planner at Bedell Frazier Investment Counselling LLC.
She joined the firm in 2015 and has over 20 years of experience in the investment industry, however, her career path began in the field of social work.
After several years as a social worker, she discovered a keen interest in working with investment portfolios and financial planning.
Ms. Mitchell was previously employed as a Vice President & Portfolio Manager by Steven A.
Noroian & Associates, Inc.
Ms. Mitchell received her undergraduate degree from the University of California, Santa Barbara and a graduate degree from The California State University.
She has a Master of Social Work degree from California State LongBeach and holds the Chartered Financial Analyst designation and Certified Financial Planner Certification.
She is a member of the CFA Institute and Financial Planning Association.
Posizioni attive di Debbie Mitchell
Società | Posizione | Inizio |
---|---|---|
Bedell Frazier Investment Counselling LLC
![]() Bedell Frazier Investment Counselling LLC Investment ManagersFinance Bedell Frazier Investment Counselling LLC (BFIC) is a SEC-registered investment advisor headquartered in Walnut Creek, California. The firm was founded by Judith Bedell in 1975 as Bedell Investment Counselling LLC. They are a subsidiary of Bluespring Wealth Partners LLC, which is owned by Kestra Financial, Inc. BFIC offers investment advisory services to individuals, trusts, estates, charitable organizations, corporations, pensions and profit-sharing plans, and other business entities. | Gestore di Portafoglio-Azioni | 01/01/2015 |
Precedenti posizioni note di Debbie Mitchell
Società | Posizione | Fine |
---|---|---|
Steven A. Noroian & Associates, Inc.
![]() Steven A. Noroian & Associates, Inc. Investment ManagersFinance Founded in 1986, Steven A. Noroian & Associates, Inc., formerly Noroian Capital Management, Inc., is a registered investment advisor located in Lafayette, California. The firm is also known as Noroian Capital Management. They manage individual accounts, IRAs, trusts, guardianships, conservatorships and profit sharing plans | Analyst-Equity | 01/01/2015 |
Formazione di Debbie Mitchell
University of California, Santa Barbara | Undergraduate Degree |
The California State University | Graduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 2 |
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Steven A. Noroian & Associates, Inc.
![]() Steven A. Noroian & Associates, Inc. Investment ManagersFinance Founded in 1986, Steven A. Noroian & Associates, Inc., formerly Noroian Capital Management, Inc., is a registered investment advisor located in Lafayette, California. The firm is also known as Noroian Capital Management. They manage individual accounts, IRAs, trusts, guardianships, conservatorships and profit sharing plans | Finance |
Bedell Frazier Investment Counselling LLC
![]() Bedell Frazier Investment Counselling LLC Investment ManagersFinance Bedell Frazier Investment Counselling LLC (BFIC) is a SEC-registered investment advisor headquartered in Walnut Creek, California. The firm was founded by Judith Bedell in 1975 as Bedell Investment Counselling LLC. They are a subsidiary of Bluespring Wealth Partners LLC, which is owned by Kestra Financial, Inc. BFIC offers investment advisory services to individuals, trusts, estates, charitable organizations, corporations, pensions and profit-sharing plans, and other business entities. | Finance |
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