Profil
Mr. Mitchell D.
Anderson, CFA, is an Investment Analyst at Solidarity Wealth LLC.
As an Investment Analyst at Solidarity Wealth, he hones his skills of investment research and portfolio management, developing quantitative methods to measure and map market environments, all to help make prudent investment decisions for clients.
Prior to joining the Solidarity Wealth team, he served as a Portfolio Manager for Covenant Trust in Chicago.
Before Covenant Trust, he started his career as a Trading Analyst at William Blair & Co. in Chicago and as an Investment Analyst with Fragasso Financial Advisors in Pittsburgh.
He holds a Bachelor of Science in Financial Economics from BYU-Idaho and is a Chartered Financial Analyst.
Postes actifs de Mitch Anderson
| Sociétés | Poste | Début |
|---|---|---|
Solidarity Wealth LLC
 Solidarity Wealth LLC Investment ManagersFinance Part of Solidarity Holdings LLC, Solidarity Wealth LLC is a company that provides investment advice. The company is based in Lehi, UT and was founded in 2021. | Analyst-Equity | 01/01/2022 |
Anciens postes connus de Mitch Anderson
| Sociétés | Poste | Fin |
|---|---|---|
Covenant Trust Co.
 Covenant Trust Co. Investment ManagersFinance Covenant Trust Co. provides investment advice. The private company is based in Chicago, IL and was founded in 1978. | Gestionnaire de Portefeuille-Actions | 01/01/2022 |
Fragasso Financial Advisors, Inc.
 Fragasso Financial Advisors, Inc. Investment ManagersFinance Fragasso Financial Advisors, Inc. (Fragasso) is an independent, employee-owned SEC-registered investment advisor firm headquartered in Pittsburgh, Pennsylvania. The firm was founded by Bob Fragasso in 1972 as The Fragasso Group, Inc. and changed its legal name to Fragasso Financial Advisors, Inc. in 2016. Fragasso offers discretionary asset management services through a program account to individuals, trusts, corporations, retirement plan sponsors, municipal pension plans, charitable institutions, foundations and endowments. | Analyst-Equity | 01/01/2021 |
Formation de Mitch Anderson
| Brigham Young University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 3 |
|---|---|
Fragasso Financial Advisors, Inc.
Fragasso Financial Advisors, Inc. Investment ManagersFinance Fragasso Financial Advisors, Inc. (Fragasso) is an independent, employee-owned SEC-registered investment advisor firm headquartered in Pittsburgh, Pennsylvania. The firm was founded by Bob Fragasso in 1972 as The Fragasso Group, Inc. and changed its legal name to Fragasso Financial Advisors, Inc. in 2016. Fragasso offers discretionary asset management services through a program account to individuals, trusts, corporations, retirement plan sponsors, municipal pension plans, charitable institutions, foundations and endowments. | Finance |
Covenant Trust Co.
Covenant Trust Co. Investment ManagersFinance Covenant Trust Co. provides investment advice. The private company is based in Chicago, IL and was founded in 1978. | Finance |
Solidarity Wealth LLC
Solidarity Wealth LLC Investment ManagersFinance Part of Solidarity Holdings LLC, Solidarity Wealth LLC is a company that provides investment advice. The company is based in Lehi, UT and was founded in 2021. | Finance |
