Malcolm Mitchell
Gestionnaire de Portefeuille-Actions chez 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.
Postes actifs de Malcolm Mitchell
| Sociétés | Poste | Début |
|---|---|---|
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. | Gestionnaire de Portefeuille-Actions | 01/02/2021 |
Formation de Malcolm Mitchell
| California Polytechnic State University (San Luis Obispo) | Graduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 1 |
|---|---|
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 |
