Ms. Mitchell joined the firm in 2007 after graduating magna cum laude from DePaul University with her bachelor's degree. She's is a CFA Level II Candidate as well as a registered investment advisor representative. Ms. Mitchell is also a shareholder and sits on the Board of Directors of MVT.
Ms. Mitchell is our firm's Fixed Income Portfolio Manager, constructing portfolios and executing trades on a total client portfolio of about $300 million for more than 30 pension funds. She works with dozens of brokers and custodians to keep portfolios running smoothly. She also prepares statistical analysis for pension board reports and makes recommendations on pension targets. In addition, Ms. Mitchell handles a number of internal functions of the firm in its day-to-day operations.
Ms. Mitchell is a Chicago native and still lives in the city with her family. She enjoys local activities such as the Lincoln Park Zoo, ice skating on Michigan Avenue, and riding her bike to the office in the Loop.
Mr. Mitchell had over fifteen years of investment experience prior to the formation of Mitchell, Vaught and Taylor, Inc., in 1996. Prior to forming MVT, Inc, Mr. Mitchell served as senior vice president and portfolio manager at The Chicago Corporation Asset Management Group, where he managed public pension funds. His experience includes work at an investment banking house as an investment advisor and a financial consultant to public pension funds in the Midwest. Mr. Mitchell's legal experience includes serving as a Special Assistant Attorney General for the State of Illinois and as a Special Assistant Corporation Counsel for the City of Chicago.
Mr. Mitchell received his undergraduate degree from Bradley University and his J.D. from Lewis University. He is a member of the Chicago Bar Association and the Illinois State Bar Association. He has served as a member of the Securities Law Committee and as Chairman of the Financial & Investment Services Committee of the Chicago Bar Association. Mr. Mitchell has been a featured speaker at several national and local conferences on pension investment issues as they relate to public safety employees.
Mr. Mitchell enjoys spending his free time relaxing in Lake Geneva, WI, listening to jazz music, and visiting with his two children and granddaughter.
John T. Mitchell, J.D., Co-Founder, Portfolio Manager, Chairman of the Board
Margie Mitchell, Fixed Income Portfolio Manager & Director