David Mitchell Email & Phone Number
Director of Portfolio Management @ GOTTFRIED & SOMBERG WEALTH MANAGEMENT, LLC
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
David Mitchell Location
- Glastonbury, CT, US
David Mitchell Work
- Director of Portfolio Management @ (February 2026 - Present)
- Portfolio Manager @ (January 2026 - Present)
- Senior Investment Analyst @ (January 2022 - January 2026)
- Credit Analyst @ (October 2014 - December 2021)
- Regional Consultant @ (October 2008 - October 2014)
- High Net Worth Wealth Management and Corporate Cash Management @ (August 2007 - August 2008)
David Mitchell Education
- Cornell University
Bachelor (Economics)
2003-2007
David Mitchell Skills
- Chartered Financial Analyst
- Series 7
- Asset Management
- Investments
- Bloomberg
- Equities
- Fixed Income
- Series 63
- Strategic Planning
- Alternative Investments
- Portfolio Management
- Financial Modeling
- Mutual Funds
- Leadership
- Credit Risk
- Financial Services
- Sales Management
- Risk Management
- Microsoft Excel
- Credit
- Project Management
- Services
David Mitchell Summary
- David Mitchell, based in Glastonbury, CT, US, is currently a Director of Portfolio Management at Gottfried & Somberg Wealth Management. David Mitchell brings experience from previous roles at Gottfried & Somberg Wealth Management, Newfleet Asset Management and Virtus Investment Partners. David Mitchell holds a 2003 - 2007 Bachelor in Economics @ Cornell University. With a robust skill set that includes Chartered Financial Analyst, Series 7, Asset Management, Investments, Bloomberg and more. David Mitchell has 3 emails and 1 mobile phone numbers on RocketReach.
Looking for a different David Mitchell?
Find contact details for 700 million professionals.
Others Named David Mitchell
Top GOTTFRIED & SOMBERG WEALTH MANAGEMENT, LLC Employees
Celia Peterson
Chief Operating Officer and Chief Strategy Officer
Hartford, CT, US
Daniel Heffernan
Wealth Advisor
Glastonbury, CT, US
David Mitchell
Director of Portfolio Management
Glastonbury, CT, US
Magda Szarejko
Wealth Advisor
Hartford, CT, US
Jim Newman
Wealth Manager
Hartford, CT, US
Rob Danner
Private Wealth Relationship Manager
Cheshire, CT, US
Joseph Gioielli
Manager of Private Client Tax Practice
Tolland, CT, US
Kathleen Erickson
Wealth Advisor
Glastonbury, CT, US
Michael Hannon
Wealth Advisor
Glastonbury, CT, US
Monica Page
Chief of Staff
Glastonbury, CT, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co