Nick Mitchell
Trading-Equity presso Wealthcare Capital Management LLC
Profilo
Mr. Nicholas A.
Mitchell is a Director of Trading at Wealthcare Capital Management LLC.
He joined Wealthcare in December 2009 as a Portfolio Manager with main responsibilities that included client account trading and operations.
He is now responsible for oversight of the Trading team, model performance reviews, and implementation and management of client accounts.
Additional responsibilities include development of efficiency enhancements and integration of processes to the firm’s proprietary Trading, Rebalancing and Compliance Monitoring System.
Mr. Mitchell was previously employed as an Advisor Services Liaison by Edelman Financial Services LLC.
He received his undergraduate degree from Virginia Commonwealth University.
Posizioni attive di Nick Mitchell
| Società | Posizione | Inizio |
|---|---|---|
Wealthcare Capital Management LLC
 Wealthcare Capital Management LLC Investment ManagersFinance Wealthcare Capital Management LLC (WCM) is a SEC-registered investment advisor and holding firm headquartered in Richmond, Virginia. The firm was founded by Dave Loeper and Bob Wilson in 1999 as Financeware, Inc. WCM provides investment advisory, portfolio management and related services to individuals, high-net-worth individuals, trusts, estates, retirement plans, business entities, which includes other investment advisors, charitable institutions, endowments and foundations. | Trading-Equity | 01/12/2009 |
Precedenti posizioni note di Nick Mitchell
| Società | Posizione | Fine |
|---|---|---|
Edelman Financial Services LLC
 Edelman Financial Services LLC Investment ManagersFinance Edelman Financial Services LLC provides investment advice. The company was founded by Fredric Mark Edelman in 1987 and is headquartered in Fairfax, VA. | Corporate Officer/Principal | - |
Formazione di Nick Mitchell
| Virginia Commonwealth University | Undergraduate 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 |
|---|---|
Wealthcare Capital Management LLC
Wealthcare Capital Management LLC Investment ManagersFinance Wealthcare Capital Management LLC (WCM) is a SEC-registered investment advisor and holding firm headquartered in Richmond, Virginia. The firm was founded by Dave Loeper and Bob Wilson in 1999 as Financeware, Inc. WCM provides investment advisory, portfolio management and related services to individuals, high-net-worth individuals, trusts, estates, retirement plans, business entities, which includes other investment advisors, charitable institutions, endowments and foundations. | Finance |
Edelman Financial Services LLC
Edelman Financial Services LLC Investment ManagersFinance Edelman Financial Services LLC provides investment advice. The company was founded by Fredric Mark Edelman in 1987 and is headquartered in Fairfax, VA. | Finance |
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