Ken joined Mitchell Capital in February 1990. Today, he serves clients as president of the firm, working with U.S. Treasury securities, Federal Agency securities, state and local tax-exempt securities and corporate bonds. “I know that at Mitchell Capital, we do the homework, we do the analysis and we do the research to be prudent investors,” Ken says. “We’re not given to speculations and that’s important.” Furthermore, he revels in the economic analysis he does each day. “I’ve studied economic history and my job affords me a ringside seat. I really enjoy furthering that understanding of what’s going on economically.”
After Ken earned his undergraduate and graduate degrees at the University of Missouri, he began his career in finance at Central Bank in Jefferson City, Missouri. “It was a great learning ground for me,” Ken says. He had always been passionate about security analysis and eagerly earned his Chartered Financial Analyst certification. “I’d wanted to be a security analyst since my freshman year in college, and I wanted to do this with the best scientific method I knew.”
Ken met Fred Mitchell, the founder of Mitchell Capital Management, when the firm was still small. “Fred was seeking someone with bond expertise, and that was my first position. Fred has been my mentor ever since.” During his time at Mitchell Capital, Ken’s responsibilities have included fixed income security analysis and portfolio management, as well as institutional tax-exempt clients and individual taxable accounts. He is a member of the CFA Institute, the Economic Club of KC and the KC CFA Society.
Ken and his wife have one daughter and one son, both in high school. He is an active volunteer in his son’s Boy Scout troop. In leadership as Committee Chair, Ken oversees all parent volunteers. “It’s very similar to running a business,” he smiles. Ken also enjoys playing tennis and spending time on the family ranch in Lebanon, Missouri.
By the Numbers
190: Scouts Ken oversees as Committee Chair for the third-largest Boy Scout troop in the nation.
Jonn joined Mitchell Capital in October 2000. As Vice President & Portfolio Manager, Jonn researches companies, conducts economic analysis, manages equity portfolios and assets and visits with clients. Jonn loves the opportunity to learn something new every day, both about the companies he analyzes and in conversation with his clients. “It makes us better portfolio managers when we’re sitting across the table from those who we’re serving,” Jonn says. “That learning experience is invaluable.”
Jonn has lived and worked across the Midwest, and his career highlights include a role in a bank trust investment department with a mutual fund management company. He earned his Bachelor of Science in Mathematics and Finance, as well as his MBA, from Rockhurst University. He is a member of the CFA Institute and the KC CFA Society.
Jonn particularly enjoys travel, and likes researching new destinations in his spare time. Next on his list is Australia. “After I visit Australia, I will have been to every continent,” he says.
By the Numbers
7: Number of continents Jonn has visited. And yes, that means he’s traveled to every continent.
Rich joined the Mitchell Capital team in 1994 and serves clients as Vice President and Portfolio Manager. “Over time, I’ve learned how a portfolio should be managed and handled, and we build a portfolio stock by stock and bond by bond,” he says. “We really know each stock like the back of our hands. And this allows us to be proactive for our clients and ultimately help their portfolios grow.” In conjunction with this stock analysis, Rich also enjoys his client relationships. “I look forward to being in front of my clients on a regular basis and visiting with them,” he adds.
Originally from Salina, Kansas, and raised in Topeka, Rich earned both his Bachelor of Business Administration and MBA degrees from the University of Kansas and then relocated to Kansas City. “I’m a byproduct of I-70,” he smiles. Rich began his investment career in 1980 at First National Bank of Kansas City. Over the next 13 years, he was assigned portfolio management responsibility for trust and pooled fund accounts totaling $400 million. Rich is a member of the CFA Institute and the KC CFA Society.
He and his wife have two grown children, as well as two dogs, four cats and a horse. Rich played basketball in high school and still enjoys playing today. He also loves golfing and running. He has served on the Board of Directors for Harvesters and is currently on the Baptist-Trinity Lutheran Legacy Foundation Board.
By the Numbers
20: How many years Rich served Harvesters as a member of the Board of Directors.
Barbara joined Mitchell Capital in February 1991. As Chief Compliance Officer, her responsibilities include compliance and portfolio administration. “No two days are the same, and my job offers many good challenges,” Barbara says. “We all have the same goal of servicing our clients and taking care of them in a trustworthy manner. I’ve stayed at Mitchell Capital over time because of that atmosphere.”
Barbara earned her Bachelor of Science degree in Finance and Economics at Creighton University, and also earned her MBA at the University of Missouri, Kansas City. Prior to Mitchell Capital, Barbara worked in Washington, D.C., on Capitol Hill, and then in international educational development, providing oversight and training in Indonesia and Honduras. Upon relocating to Kansas City, Barbara started looking for part-time work and took a temp role at Mitchell Capital. She was hired full-time soon after and has held a variety of roles ever since.
Barbara and her husband have three children, all in college. Along with her family, she volunteers with her church, serves the homeless through the nonprofit Uplift and enjoys traveling.
By the Numbers
18: The number of times Barbara has traveled to Canada for fishing trips.
Christen began her career with Mitchell Capital in February 2001. Over the past 15 years, she has served Mitchell Capital clients in a variety of roles, including operations, fixed income analysis and more. Today, she is a Fixed Income Portfolio Manager. Christen enjoys the diversity of projects she works on and the colleagues she works with. “We all do what’s necessary to push things forward and grow the business,” Christen says. “We all contribute on so many levels.”
Christen earned her Bachelor of Science in Business Administration degree at the University of Missouri-Kansas City, with a concentration in Finance. In her role as Fixed Income Portfolio Manager, Christen works to build strong relationships with her clients and completes extensive economic research and analysis.
She comes from a large family — Christen is one of 11 children! “We’re really close to both sides of our family,” she says. “My family still has a family dinner once a month. It’s a lot of people, but it’s always so fun.” She and her husband have one daughter and one son. She enjoys coaching her niece’s middle school volleyball team at St. Elizabeth. She and her husband also volunteer regularly at Crossroads Hospice. Christen is also an avid runner, finishing the Chicago Marathon several years ago.
By the Numbers
90: Degrees on the day Christen completed the Chicago Marathon — and she ran the entire race.
Jan has been with Mitchell Capital since 1998 and serves clients as Investment Counselor. Charged with relationship management, Jan works with clients in many ways to ensure their needs are met with their investment portfolio. She spends her days in conversation, serving individuals, families and nonprofit boards, and particularly enjoys applying her firm’s security analysis to these relationships. Discussions include saving for retirement, caring for family and creating a strategy to leave a legacy. “In every relationship, the focus is on building and preparing, and that stewardship is really the heart of taking good care.”
Jan earned her Bachelor of Business Administration in Marketing from the University of Missouri. In finance since 1981, Jan’s work includes stock brokerage, portfolio management, sales and investing; furthermore, she has been an active public speaker, teacher and facilitator for women’s investment clubs. An active community volunteer, Jan became connected to Mitchell Capital through her leadership in the nonprofit community. The Junior League of Kansas City, Missouri has awarded her the Mary Harriman Community Service Award to honor her long-term commitment to community service in Kansas City.
She and her husband have two children and one grandson. Together, Jan and her husband run The Red Shed, an antique business in the West Bottoms, and they share a special interest in Kansas City artifacts. She also enjoys traveling, particularly to Colorado. Jan has served on the Zoo Learning Fund Board, currently serves as treasurer of the Board of Directors for the Rose Brooks shelter and is a member of the Junior League of Kansas City, Missouri.
By the Numbers
20: How many investment clubs Jan taught at one time, just one aspect of her community involvement.
Phil joined Mitchell Capital in October 2005 and serves clients as a Portfolio Manager. He particularly enjoys visiting with clients, and his responsibilities include trading, security analysis and marketing. “We have such a unique culture here, and I like the opportunity to meet personally with our clients.”
Phil earned his degree in Business Administration with an emphasis in finance from the University of Nebraska at Kearney. He began his financial career with a role in Omaha in corporate reporting for a general contractor, and went on to secure 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. Phil is a member of the CFA Institute and the KC CFA Society.
He likes reading, as well as spending time outdoors, especially hiking and biking. Phil and his wife have three children — one pair of twins (a boy and a girl) and another daughter. As a family, they enjoy traveling. “My wife and I told our kids we would get them to all 50 states before high school graduation,” he says.
By the Numbers
48: The number of states Phil and his family have visited — just Alaska and Hawaii left.
Brandon joined Mitchell Capital in May 2016, moving from St. Louis to do so. In his role as an equity analyst, Brandon will be helping the equity team uncover new investing opportunities. “My wife and I decided that it was time to put our roots down and start our family where she grew up and where most of our friends and family are.”
Brandon earned his Finance degree from Saint Louis University in December 2013. He then began studying for the Chartered Financial Analyst exams, passing the third and final level in 2016. Prior to joining Mitchell Capital, Brandon worked as an investment analyst/trader., where he was responsible for both fixed income and mutual fund research and trading as well as assisting with client reporting.
He’s been fascinated with the capital markets and investing since high school. “I came to realize that taking money earned from working and buying shares of companies taught me a unique kind of discipline. Protecting what I had earned and working to turn it into something greater sparked my passion for investing.”
Brandon and his wife love to see movies, watch sports (especially baseball and football), play golf, and travel, already visiting 17 countries. Our next goal is to experience Australia and New Zealand. He is even starting something new, training for a 5k race.
By the Numbers
2 – Number of times he’s been at Busch Stadium to watch the Cardinals win the World Series
Trish joined Mitchell Capital in December 2003. In her role as Director of Operations, her responsibilities include equity trading and oversight. “When I left my last position, I doubted that I could find a job where I would be as happy. But I could not have hand-picked a better job for me. Everyone goes the extra mile for clients, and that extra level of service is what I enjoy and I have the opportunity to do that here,” she says.
Trish brings more than 20 years of experience in portfolio accounting, trading and client service. She earned her Associate’s Degree in Finance from Kansas City, KS, Community College. Trish and her husband have three children and two grandchildren. “The grandkids keep me very busy!” An avid bowler, Trish participates in three leagues and competes across the country.
By the Numbers
290: Trish’s highest bowling score ever. She travels around the country to compete.
Sarah joined Mitchell Capital in December 2007. As Senior Investment Operations Specialist, she serves clients with balancing, as well as administration and equity trading. Sarah particularly enjoys the diversity of her work. “There’s always something new,” she says.
She earned her Bachelor of Business Administration in Accounting from Washburn University in Topeka. Sarah has lived in Japan, and in her free time she enjoys reading. She also enjoys computer programming, writing code to improve Mitchell Capital processes, and is learning JAVA in her free time. Today she lives in Olathe with her husband.
By the Numbers
100+: How many Excel macros Sarah has written — she is an amateur computer programmer.
Jenn began at Mitchell Capital in September 2014. Her responsibilities include balancing portfolios, recording trades, managing transfers and more as Operations Specialist. “As a team, we all work really well together and communicate well. We go above and beyond for clients, and put the client relationships first,” she says.
Jenn is currently earning her liberal arts degree at Wichita State University. She enjoys spending time with her husband, their daughter and their dog. Jenn’s husband is in the military, and she enjoys volunteering with the Family Readiness Group through the National Guard.
By the Numbers
160: Soldiers Jenn serves as a volunteer with the Family Readiness Group through the National Guard.