Len Mitchell
Portfolio Manager-Equities at Meritage Portfolio Management, Inc.
Profile
Mr. Leonard C.
Mitchell, CFA MBA, is Principal & Senior Portfolio Manager at Meritage Portfolio Management, Inc. He serves as the lead manager of the Meritage Growth Equity and Small Cap Growth Equity strategies.
He has over 35 years of investment experience.
He began his investment career as an oil and energy analyst.
Prior to joining Meritage in July 1998, Mr. Mitchell spent seven years with The Private Bank for the Chase Investment Management Group in Dallas, Texas where he was Vice President, Senior Portfolio Manager and supervised a group of 12 professionals managing nearly $3 billion throughout the Southwestern part of the U.S.
He received his B.A.
in Accounting and M.B.A.
from Texas Christian University with Honors.
Len Mitchell active positions
| Companies | Position | Start |
|---|---|---|
Meritage Portfolio Management, Inc.
 Meritage Portfolio Management, Inc. Investment ManagersFinance Meritage Portfolio Management, Inc. (Meritage) is a wealth management firm and SEC-registered investment advisor headquartered in Overland Park, Kansas. The firm was founded in 1991, originally bearing the names of the four founding principals, Eveans, Bash, Magrino and Klein, Inc. Meritage provides personalized investment management on a discretionary basis to individuals, families and a variety of institutional clients which includes employee benefit plans, foundations, endowments and public funds with separately managed portfolios. | Portfolio Manager-Equities | 01/07/1998 |
Former positions of Len Mitchell
| Companies | Position | End |
|---|---|---|
| Chase Investment Bank Ltd. | Corporate Officer/Principal | - |
Training of Len Mitchell
| Texas Christian University | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
Meritage Portfolio Management, Inc.
Meritage Portfolio Management, Inc. Investment ManagersFinance Meritage Portfolio Management, Inc. (Meritage) is a wealth management firm and SEC-registered investment advisor headquartered in Overland Park, Kansas. The firm was founded in 1991, originally bearing the names of the four founding principals, Eveans, Bash, Magrino and Klein, Inc. Meritage provides personalized investment management on a discretionary basis to individuals, families and a variety of institutional clients which includes employee benefit plans, foundations, endowments and public funds with separately managed portfolios. | Finance |
| Chase Investment Bank Ltd. | Finance |
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