Mitchel Schlesinger Email & Phone Number
Chief Investment Strategist, Senior Portfolio Manager @ Evermay Wealth Management, LLC
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Mitchel Schlesinger Location
- Arlington, VA, US
Mitchel Schlesinger Work
- Chief Investment Strategist, Senior Portfolio Manager @ (April 2021 - Present)
- Senior Investment Strategist, Senior Vice President @ (January 2018 - April 2021)
- Principal @ (September 2016 - January 2018)
- Senior Managing Adviser @ (May 2015 - September 2016)
- Managing Director and Chief Investment Officer @ (February 2002 - November 2014)
- Managing Director, Trusts and Investment Management @ Riggs & Co. (January 2000 - January 2002)
- Associate, Private Client Services @ (January 1996 - January 2000)
- Investment Analyst, Treasury and Pension @ Teledyne (January 1989 - January 1994)
Mitchel Schlesinger Education
- University of Michigan - Stephen M. Ross School of Business
Master of Business Administration (MBA) (Corporate Strategy)
- California State University, Northridge
Bachelor of Science (B.S.) (Business Administration, Finance)
Mitchel Schlesinger Skills
- Investment Management
- Portfolio Management
- Private Wealth
- Dividends
- Asset Allocation
- Wealth Management
- Retirement Income Strategies
- Asset Management
- Trusts
- Investment Advisory
- Investments
- Equities
- Fixed Income
- Hedge Funds
- Alternative Investments
- Capital Markets
- Financial Modeling
- Valuation
- Cash Management
- Treasury
- Pensions
- 401k
- Qualified Retirement Plans
- Decision Making
- Investment Banking
- Leveraged Finance
- Financial Analysis
- Financial Planning
- Charitable Giving
- Operating Budgets
- Team Leadership
- Team Building
- Investment Strategies
- Chartered Financial Analyst
- Due Diligence
- Mergers & Acquisitions
- Finance
- Strategic Planning
- Securities
- Mutual Funds
- Business Development
- Financial Services
- Economics
- Financial Advisory
- Leadership
- Management
- Etfs
- High Net Worth Individuals
- Family Office
- Qualified Retirement
- Sales
- Chartered Financial
- Strategy
- Financial Reporting
- Project Management
- Mergers and Acquisitions
Mitchel Schlesinger Summary
- Mitchel Schlesinger, based in Arlington, VA, US, is currently a Chief Investment Strategist, Senior Portfolio Manager at Evermay Wealth Management, LLC. Mitchel Schlesinger brings experience from previous roles at Wells Fargo Private Bank, Stone Bridge Investment Partners, United Capital Financial Advisers, LLC and FBB Capital Partners. Mitchel Schlesinger holds a Master of Business Administration (MBA) in Corporate Strategy @ University of Michigan - Stephen M. Ross School of Business. With a robust skill set that includes Investment Management, Portfolio Management, Private Wealth, Dividends, Asset Allocation and more. Mitchel Schlesinger has 2 emails and 1 mobile phone numbers on RocketReach.
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