Investment Team

 

Kenneth L.Green, CFA
Portfolio Manager
Mr. Green joined Mitchell Capital Management Co. in February 1990. He assumed the responsibilities of fixed income security analysis and portfolio management. He works with U.S. Treasury securities, Federal Agency securities, state and local tax-exempt securities, and corporate bonds. He has extensive experience investing for both institutional tax-exempt clients and individual taxable accounts. He is a member of the CFA Institute.

 

 

 

Mitchell Capital - John M. WullschlegerJonn M. Wullschleger, CFA
Portfolio Manager
Mr. Wullschleger investment career began in 1991. He has extensive analytical experience, first in bank trust investment departments, and then with a mutual fund management company. His primary expertise is analyzing growth companies. He is a member of the CFA Institute.

 

 

 

 

Mitchell Capital - Rich S. JonesRich S. Jones
Portfolio Manager
Mr. Jones investment career began in 1980 at First National Bank of Kansas City. Over the next thirteen years, he was assigned portfolio management responsibility for trust and pooled fund accounts totaling $400 million. He also had broad supervisory responsibility for other portfolio managers. He spent the next three years with a local investment counseling firm prior to joining Mitchell Capital Management Company in 1994.  He is a member of the CFA Institute. His community activities include: served 20 years as member of the Board of Directors  for Harvesters and currently on the Baptist-Trinity Luthern Legacy Foundation Board.

 

 

Mitchell Capital - Barbara RoszelBarbara Roszel
Chief Compliance Officer
Mrs. Roszel joined Mitchell Capital Management Co. in February 1991. Her primary responsibility is compliance and portfolio administration. She earned a Bachelor of Science degree at Creighton University where she majored in Finance and Economics and has also earned a Masters degree in Business Administration from the University of Missouri, Kansas City.

 

 

 

Mitchell Capital - Phil A. Kernen

Phil A. Kernen, CFA
Portfolio Manager
Mr. Kernen joined Mitchell Capital Management in October, 2005 as a member of the fixed income portfolio management team. His financial career began in 1992 by conducting corporate reporting for an Omaha, Nebraska based general contractor. That was followed by responsibilities such as securing more than $3 billion in worldwide debt funding for a Kansas City, Missouri based energy company, and managing the liquidity and market risk of a $35 billion fixed income portfolio of a Lenexa, Kansas based wholesale corporate credit union. He is a member of the CFA Institute.

 

 

Mitchell Capital - Janet C. Rowe

Janet C. Rowe
Investment Counselor
Mrs. Rowe has been involved in the Kansas City financial community since 1981 where she managed portfolios for investors focused on growth-oriented, long-term, conservative investments. During those years, she was also an active public speaker, teacher and facilitator for a wide variety of women’s groups interested in financial empowerment, including many Investment Clubs. She joined Mitchell Capital Management in 1998 and continues to serve on the Board of Directors for several not-for-profits. She is a member of the Junior League of Kansas City, Missouri

 

 

Christen E. Dusselier
Portfolio Manager
Mrs. Dusselier joined Mitchell Capital Management Co. in February 2001. Her primary responsibility is fixed income portfolio management. She earned a Bachelor of Science in Business Administration degree at the University of Missouri-Kansas City.

 

 

 

Mitchell Capital - Ben Malick

Ben Malick
Equity Analyst
Mr. Malick joined Mitchell Capital Management Co. in January 2013. He has five years of investment experience most recently with American Century where he was an Internal Sales Manager and Senior Investment Specialist.  He received his Bachelor of Science, Financial Management from Northwest Missouri State University in 2008 and is working on his MBA at the University of Kansas.  He is a member of the CFA Institute and the Kansas City Society of Financial Analysts. He is involved in his church’s youth group and he helped build an orphanage in Peru.

 

 

Mitchell Capital - Trish A. ReedTrish A. Reed
Director of Operations
Mrs. Reed joined Mitchell Capital Management Co. in December 2003. Her primary responsibilities are operations management and equity trading. She has over 20 years experience in portfolio accounting, trading, and client servicing. She graduated Cum Laude from Kansas City KS Community College.

 

 

 

 

Mitchell Capital - Sarah D. LittleSarah D. Schmidgall
Sr Investment Operations Specialist
Mrs. Schmidgall joined Mitchell Capital Management Co. in December 2007. Her primary responsibilities are portfolio administration and equity trading. She earned her Bachelor of Business Administration with a major in Accounting from Washburn University.

 

 

 

 

Mitchell Capital - Caleb M. JamesonCaleb M. Jameson
Investment Operations Specialist

Mr. Jameson joined Mitchell Capital Management Co. in May 2012. His primary responsibilities are portfolio administration and equity trading. He earned his Bachelor of Science in Business Administration with a major in Accounting from Rockhurst University.