Mike Mitchell is a high-level professional, working in National Securities Corporation main office of which is in 4. as a Investment Specialist since 2018. This person has earned professional experience in more than 12 positions at various companies. Mike Mitchell went to the Uc San Diego and got education from 1994 to 2003. This person has professional qualifications: Series 7, 63, Caia (Chartered Alternative Investment Analyst), and Undergraduate Certificate In Business. Chicago, Illinois is the city, where this person was known to be living. Their email address and number can be easily accessed through this website by request.
Name variants:
Michael Mitchell
Last updated Jun 09, 2024
Contact Information
Last Update
Feb 1, 2016
Email
mi**@gmail.com
Location
Chicago, IL
Company
National Securities Corporation
Workplace
Investment Specialist
Work History
Investment Specialist
200 Vesey St, New York, NY 10007
Raised money for company speci c pre-IPO funds such as Lyft, Flipkart etc. -Raised money for in house tactical opportunities portfolio and created distribution partnerships in Europe.
Mar 2018 — Dec 2018
Founder
Consulted with family offices to find and screen co-investments.
Performed qualitative and quantitative due diligence on RE funds, PE funds and hedge funds.
Helped family offices to creat...
from Jan 2018
Director of Family Offices and Foundations
San Diego, CA
Consulted with philanthropists on ways to proactively address their particular cause in order to create long term, systemic change.
Worked with philanthropists to
nd ways to reduce overhe...
Apr 2017 — Feb 2018
Managing Director
307 Evernia St, West Palm Beach, FL 33401
Created a networking group of family o
ces in Southern CA.
Consulted with family o
ces on best practices, co-investments and information sharing.
Raised capital from family o
ces for r...
Oct 1, 2015 — Mar 2017
Financial Advisor
388 Greenwich St, New York, NY 10013
Created and implemented asset allocation strategies appropriate to each client’s unique situation
in order to maximize risk-adjusted returns.
Originated new business via speaking seminars...
Jan 2014 — Mar 2015
Financial Advisor
New York, NY
Recreated investment matrix of mutual funds, managed accounts, alternative investments, ETFs and individual equities, changes led to reducing portfolio duration and increasing return.
Crea...
Jun 2012 — Dec 2013
Investor Consultant
222 south Gillette Ave SUITE 410, Gillette, WY 82716
Nelson Brothers Private Equity specializes in private equity real estate investments in student housing and assisted living facilities.
Conducted market, financial and feasibility research...
Sep 2011 — Aug 2012
Senior Vice President
Raised over $170 million for a variety of hedge fund, real asset and private equity strategies.
Screened and interviewed fund managers for inclusion on our investment platform and performe...
Nov 2009 — Sep 2011
Principal
Established and managed an alternative asset third party marketing firm.
Raised capital for the Alternative Asset Partners’ platform of funds from registered investment advisors (RIAs), fa...
Mar 2008 — Nov 2009
Senior Vice President
HedgeCo.Net is the leading free hedge fund database with information on over 7,000 funds and an investor audience of over 30,000 members. Our hedge fund portal provides fund performance inf...
Jan 2005 — Feb 2008
Statistical Arbitrage Trader
Employed a long/short trading methodology using pair trading and black box quantitiative strategies.
Jun 2003 — Nov 2005
Education
Occupations
Executive
Assistant Vice President
Accountant
Finance and Accounting Specialist
Vice President
Chief Executive
Accounting Bookkeeper
Bookkeeper
Skills
Investments
Hedge Funds
Equities
Private Equity
Trading
Portfolio Management
Alternative Investments
Asset Management
Finance
Financial Markets
Investment Strategies
Securities
Due Diligence
Asset Managment
Start Ups
Mutual Funds
Risk Management
Valuation
Investment Management
Financial Analysis
Wealth Management
Fund of Funds
Management
Capital Markets
Fixed Income
Options
Funding
Asset Allocation
Derivatives
Emerging Markets
Financial Modeling
Venture Capital
Investment Advisory
Marketing
Investment Banking
Structured Products
Series 63
Investor Relations
Public Speaking
Trading Strategies
Bonds
Hedging
Financial Services
Capital
Negotiation
Prime Brokerage
Series 7
Bloomberg
Commodity
Equity Research
Research
Microsoft Excel
Microsoft Office
Microsoft Word
Microsoft Powerpoint
FAQs about Mike Mitchell
What's the main profession of Mike Mitchell?
This professional's job is Investment Specialist
What jobs is Mike Mitchell a professional at?
Mike is proficient at such jobs as Executive and Assistant Vice President.
Where is Mike Mitchell currently located?
The expert is located in Chicago, Illinois.
What is Mike Mitchell's email?
Mike Mitchell's email is mi**@gmail.com.
How many companies did Mike Mitchell work at?
Mike Mitchell worked at 12 jobs.
What education does Mike Mitchell have?
Mike studied at the Uc San Diego from 1994 to 2003.
What are the certifications of Mike Mitchell?
This expert received the following certifications: Series 7, 63, Caia (Chartered Alternative Investment Analyst), Undergraduate Certificate In Business, Cfa, Series 3,7,30,63, and Uc San Diego Extension.
What languages does Mike Mitchell speak?
Mike Mitchell speaks English and Spanish.