Profil
Ms. Mitchell joined the Firm in 2003 with over fifteen years of experience as a senior analyst with national investment management and consulting firms.
Her responsibilities focus on assisting the Firm's consultants with research in asset allocation planning, investment manager due diligence and performance measurement.
Ms. Smith holds a BA in Psychology from Mary Baldwin College.
Anciens postes connus de Donna L. Mitchell
| Sociétés | Poste | Fin |
|---|---|---|
CapGroup Advisors LLC
CapGroup Advisors LLC Investment ManagersFinance CapGroup Advisors investment approach is based on fundamental asset allocation. Their asset allocation process begins with risk and return scenario modeling to evaluate a variety of optimized portfolios. The firm's fundamental asset allocation approach leads to the development of portfolio structures using a modular core and satellite framework that combines traditional investments in equities and fixed-income securities with complementary investments in a variety of non-traditional investments. | Analyst-Equity | 01/01/2006 |
Formation de Donna L. Mitchell
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Entreprise privées
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Relations au 1er degré
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 2 |
|---|---|
CapGroup Advisors LLC
CapGroup Advisors LLC Investment ManagersFinance CapGroup Advisors investment approach is based on fundamental asset allocation. Their asset allocation process begins with risk and return scenario modeling to evaluate a variety of optimized portfolios. The firm's fundamental asset allocation approach leads to the development of portfolio structures using a modular core and satellite framework that combines traditional investments in equities and fixed-income securities with complementary investments in a variety of non-traditional investments. | Finance |
Mary Baldwin College
Mary Baldwin College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















