Richard Mitchell Email
Portfolio Manager and Family Wealth Advisor @ Bellwether Investment Management
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Richard Mitchell Location
- Toronto, ON, CA
Richard Mitchell Work
- Portfolio Manager and Family Wealth Advisor @ (October 2023 - Present)
- Advisor to the CFA Institute @ (January 2010 - Present)
- Associate Investment Advisor @ (January 2020 - January 2023)
- Vice President, Client Service and Business Development @ STYLUS Asset Management Inc. (January 2019 - January 2020)
- Vice President, Marketing and Client Services @ (January 2017 - January 2019)
- Senior Investment Consultant @ (January 2015 - January 2017)
- Manager, Performance Measurement and Analytics @ (January 2011 - January 2015)
- Manager, Investment Analytics @ (January 2008 - January 2011)
- Investment Consultant @ (January 2004 - January 2008)
- Financial Analyst @ (January 2001 - January 2004)
Richard Mitchell Education
- University of Waterloo
Economics (Finance)
1996-2001
Richard Mitchell Skills
- Alternative Investments
- Analytics
- Asset Allocation
- Asset Management
- Bloomberg
- Capital Markets
- Derivatives
- Due Diligence
- Equities
- Finance
- Financial Analysis
- Financial Markets
- Financial Modeling
- Financial Planning
- Financial Risk
- Fixed Income
- Hedge Funds
- Investment Management
- Investment Strategies
- Investments
- Life Insurance
- Mutual Funds
- Performance Attribution
- Performance Measurement
- Portfolio Management
- Risk Assessment
- Securities
- Valuation
- Wealth Management
- Strategic Planning
- Research
- Public Speaking
- Marketing
- Microsoft Excel
- Strategy
Richard Mitchell Summary
- Richard Mitchell, based in Toronto, ON, CA, is currently a Portfolio Manager and Family Wealth Advisor at Bellwether Investment Management. Richard Mitchell brings experience from previous roles at CFA Institute, CIBC Wood Gundy, STYLUS Asset Management Inc. and Sprucegrove Investment Management Ltd.. Richard Mitchell holds a 1996 - 2001 Economics in Finance @ University of Waterloo. With a robust skill set that includes Alternative Investments, Analytics, Asset Allocation, Asset Management, Bloomberg and more. Richard Mitchell has 2 emails on RocketReach.
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Top Bellwether Investment Management Employees
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Montreal, QC, CA
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Penticton, BC, CA
William Beacham
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Toronto, ON, CA
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Portfolio Manager and Family Wealth Advisor
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Laura Sewell
Associate Family Wealth Advisor
Calgary, AB, CA
Caroline Shutt
Family Wealth Advisor
Oakville, ON, CA
Christopher Jardine
Senior Wealth Advisor
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Natalie Vidal
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Daniel Peart
Marketing Manager
Burlington, ON, CA
Edward Leslie-MacDonald
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Natalee Ducharme
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