Mitch Needelman Email & Phone Number
Principal and Senior Portfolio Manager @ Spectrum Asset Management
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Mitch Needelman Location
- Newport Beach, CA, US
Mitch Needelman Work
- 2018 -now Principal and Senior Portfolio Manager @
- 2002 -2018 President and Senior Portfolio Manager @
- 1995 -2002 Research Associate and Research Systems Coordinator @
Mitch Needelman Education
- University of California, Irvine - The Paul Merage School of Business
MBA (Finance / Accounting)
2005 - San Diego State University
BA (Liberal Arts and Sciences, Minor in Information Decision Systems)
1996
Mitch Needelman Skills
- Portfolio Management
- Asset Allocation
- Alternative Investments
- Asset Management
- Bonds
- Equity Research
- Investments
- Investment Management
- Investment Strategies
- Financial Advisory
- ETFs
- Investment Valuation
- Hedge Funds
- Private Equity
- Mutual Funds
- Structured Products
- Investment Advisory
- Program Management
- Management
- Project Management
- Strategy
- Strategic Planning
Mitch Needelman Summary
- Mitch Needelman, based in Newport Beach, CA, US, is currently a Principal and Senior Portfolio Manager at Spectrum Asset Management. Mitch Needelman brings experience from previous roles at Needelman Asset Management, Inc. and Brandes Investment Partners, LLC. Mitch Needelman holds a MBA in Finance / Accounting @ University of California, Irvine - The Paul Merage School of Business. With a robust skill set that includes Portfolio Management, Asset Allocation, Alternative Investments, Asset Management, Bonds and more. Mitch Needelman has 2 emails and 1 mobile phone numbers on RocketReach.
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