Len Mitchell
Gestore di Portafoglio-Azioni presso Meritage Portfolio Management, Inc.
Profilo
Mr. Leonard C.
Mitchell, CFA MBA, is Principal & Senior Portfolio Manager at Meritage Portfolio Management, Inc. He serves as the lead manager of the Meritage Growth Equity and Small Cap Growth Equity strategies.
He has over 35 years of investment experience.
He began his investment career as an oil and energy analyst.
Prior to joining Meritage in July 1998, Mr. Mitchell spent seven years with The Private Bank for the Chase Investment Management Group in Dallas, Texas where he was Vice President, Senior Portfolio Manager and supervised a group of 12 professionals managing nearly $3 billion throughout the Southwestern part of the U.S.
He received his B.A.
in Accounting and M.B.A.
from Texas Christian University with Honors.
Posizioni attive di Len Mitchell
| Società | Posizione | Inizio |
|---|---|---|
Meritage Portfolio Management, Inc.
 Meritage Portfolio Management, Inc. Investment ManagersFinance Meritage Portfolio Management, Inc. (Meritage) is a wealth management firm and SEC-registered investment advisor headquartered in Overland Park, Kansas. The firm was founded in 1991, originally bearing the names of the four founding principals, Eveans, Bash, Magrino and Klein, Inc. Meritage provides personalized investment management on a discretionary basis to individuals, families and a variety of institutional clients which includes employee benefit plans, foundations, endowments and public funds with separately managed portfolios. | Gestore di Portafoglio-Azioni | 01/07/1998 |
Precedenti posizioni note di Len Mitchell
| Società | Posizione | Fine |
|---|---|---|
| Chase Investment Bank Ltd. | Corporate Officer/Principal | - |
Formazione di Len Mitchell
| Texas Christian University | Masters Business Admin |
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 |
|---|---|
Meritage Portfolio Management, Inc.
Meritage Portfolio Management, Inc. Investment ManagersFinance Meritage Portfolio Management, Inc. (Meritage) is a wealth management firm and SEC-registered investment advisor headquartered in Overland Park, Kansas. The firm was founded in 1991, originally bearing the names of the four founding principals, Eveans, Bash, Magrino and Klein, Inc. Meritage provides personalized investment management on a discretionary basis to individuals, families and a variety of institutional clients which includes employee benefit plans, foundations, endowments and public funds with separately managed portfolios. | Finance |
| Chase Investment Bank Ltd. | Finance |
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