Profile
Mr. David C.
Mitchell, CFA, is a Credit Analyst at Newfleet Asset Management LLC.
He covers the banking, finance company, insurance (life and P&C), and retail industries.
Prior to joining Newfleet in 2014, Mr. Mitchell was a senior regional sales consultant at Virtus, representing retail mutual funds and separately managed accounts.
Previously, he worked in corporate cash management at UBS in Chicago.
He began his career in the financial services industry in 2007.
He earned a B.A.
in Economics from Cornell University, and he holds the Chartered Financial Analyst® (CFA®) designation.
Former positions of David Carleton Mitchell
Companies | Position | End |
---|---|---|
Newfleet Asset Management LLC
Newfleet Asset Management LLC Investment ManagersFinance Newfleet Asset Management LLC is a SEC-registered investment advisor headquartered in Hartford, Connecticut. They are a wholly-owned subsidiary of Virtus Partners, Inc., which is owned by Virtus Investment Partners, Inc. (NASDAQ: VRTS). The firm was founded in 1989 by Gail Seneca and they were formerly known as SCM Advisors LLC and as Seneca Capital Management LLC. Newfleet Asset Management provides investment management services to foundations, endowments, trusts, pension and profit-sharing plans, corporations, public funds, multi-employer plans, open-end investment companies, closed-end funds, Exchanged Traded Funds, UCITS, registered investment advisers, a CDO and a CLO which are considered private clients. | Analyst-Fixed Income | 01/12/2021 |
Training of David Carleton Mitchell
Cornell University | Undergraduate Degree |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 1 |
---|---|
Newfleet Asset Management LLC
Newfleet Asset Management LLC Investment ManagersFinance Newfleet Asset Management LLC is a SEC-registered investment advisor headquartered in Hartford, Connecticut. They are a wholly-owned subsidiary of Virtus Partners, Inc., which is owned by Virtus Investment Partners, Inc. (NASDAQ: VRTS). The firm was founded in 1989 by Gail Seneca and they were formerly known as SCM Advisors LLC and as Seneca Capital Management LLC. Newfleet Asset Management provides investment management services to foundations, endowments, trusts, pension and profit-sharing plans, corporations, public funds, multi-employer plans, open-end investment companies, closed-end funds, Exchanged Traded Funds, UCITS, registered investment advisers, a CDO and a CLO which are considered private clients. | Finance |
- Stock Market
- Insiders
- David Carleton Mitchell