David Mitchell Email & Phone Number
Director of Portfolio Management @ GOTTFRIED & SOMBERG WEALTH MANAGEMENT, LLC
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David Mitchell Location
- Glastonbury, CT, US
David Mitchell Work
- 2026 -now Director of Portfolio Management @
- 2026 -now Portfolio Manager @
- 2022 -2026 Senior Investment Analyst @
- 2014 -2021 Credit Analyst @
- 2008 -2014 Regional Consultant @
- 2007 -2008 High Net Worth Wealth Management and Corporate Cash Management @
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.
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Top GOTTFRIED & SOMBERG WEALTH MANAGEMENT, LLC Employees
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David Mitchell
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Sedina Dedovic
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Magda Szarejko
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Matthew Minese
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Rob Danner
Private Wealth Relationship Manager
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Joseph Gioielli
Manager of Private Client Tax Practice
Tolland, CT, US
Jacob Alonzo
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Jason Villano
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Nicholas Hogrefe
Director of Portfolio Management
Glastonbury, CT, US
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