Broker Check
Margie Mitchell

Margie Mitchell

Portfolio Manager, Fixed Income

Ms. Mitchell joined the firm in 2007 after graduating magna cum laude from DePaul University with her Bachelor’s degree. She works directly with John Mitchell in researching, preparing, and executing our fixed income strategy for our institutional and individual clients. She is the main contact for our bond brokers, and she creates special reports for our clients. Ms. Mitchell is an essential part of our portfolio management team, and she keeps an eye on issues that affect all of our client accounts. She also supervises our administrative staff and keeps all of the staff up-to date on our technology training.

Ms. Mitchell is a shareholder in the firm and a registered investment advisor representative.