Malcolm Mitchell
Portfolio Manager-Aktien bei WCM Investment Management LLC
Profil
Mr. Malcolm Mitchell is a Portfolio Associate at WCM Investment Management LLC.
His primary responsibilities include administering WCM's portfolio of pooled funds, both private and public, and managing their reporting requirements.
Before joining WCM, he worked in public accounting for a firm specializing in high-net-worth individuals, where he provided consulting and compliance services for a range of taxpaying entities.
He earned his B.S.
in Business Administration and M.S.
in Taxation from California Polytechnic State University, San Luis Obispo.
Aktive Positionen von Malcolm Mitchell
Unternehmen | Position | Beginn |
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WCM Investment Management LLC
WCM Investment Management LLC Investment ManagersFinance WCM Investment Management LLC (WCM) is a registered investment advisor headquartered in Laguna Beach, California. The firm was founded in 1976 and is a subsidiary of Thalia Street Partners LLC. WCM provides discretionary investment advisory services to Separately Managed Accounts, Mutual Funds, and Private Funds. The firm also participates as a sub-adviser in various wrap fee programs. | Portfolio Manager-Aktien | 01.02.2021 |
Ausbildung von Malcolm Mitchell
California Polytechnic State University (San Luis Obispo) | Graduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
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Führungskräfte
Unternehmensverbindungen
Private Unternehmen | 1 |
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WCM Investment Management LLC
WCM Investment Management LLC Investment ManagersFinance WCM Investment Management LLC (WCM) is a registered investment advisor headquartered in Laguna Beach, California. The firm was founded in 1976 and is a subsidiary of Thalia Street Partners LLC. WCM provides discretionary investment advisory services to Separately Managed Accounts, Mutual Funds, and Private Funds. The firm also participates as a sub-adviser in various wrap fee programs. | Finance |