Investment Management
Team
Years
with
MCM
Total Years Experience
Fred G Mitchell, CFA
21
40
Kenneth L. Green, CFA
18
22
Rich S. Jones
13
28
Jonn M. Wullschleger,CFA
7
16
Phil A Kernen, CFA
3
15
Janet C Rowe
9
26
Barbara Roszel
17
17
Christen E. Dusselier
7
7
Patricia A. Reed
4
18
Sarah D. Little
1
1







 

Fred G. Mitchell, CFA
President
For fifteen years prior to founding MCM in 1987, Fred worked at Waddell & Reed.  He began as an Investment Analyst, progressed to Director of Research, Separate Account and Mutual Fund Portfolio Manager, President of Waddell & Reed Asset Management Co and Chief Investment Officer.  He is a member of the CFA Institute, the Kansas City Society of Financial Analysts, and is a past chairman of the Board of Regents of the Financial Analysts Seminar.  He has served on the Board of Directors of several Foundations and Corporations.  He has written numerous articles for the Kansas City Star and is a frequent guest speaker on investment and economic topics.

 

Kenneth L.Green, CFA
Vice President
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 Board of Director for The Family Conservancy.   He is a member of the CFA Institute and the Kansas City Society of Financial Analysts.



Rich S. Jones
Vice President
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 and Kansas City Society of Financial Analysts. His community activities include fifteen years assisting Harvesters, where he currently serves on the Board of Directors.



Jonn 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 and the Kansas City Society of Financial Analysts. He is a member of the Board of Directors for the TKE Educational Foundation.



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 and the Kansas City Society of Financial Analysts.



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.

Barbara Roszel
Account Administrator
Mrs. Roszel joined Mitchell Capital Management Co. in February 1991. Her primary responsibility is 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.



Christen E. Dusselier
Fixed Income Analyst
Mrs. Dusselier joined Mitchell Capital Management Co. in February 2001. Her primary responsibility is fixed income portfolio administration. She earned a Bachelor of Science in Business Administration degree at the University of Missouri-Kansas City. She is a Level II candidate for the Chartered Financial Analyst designation.



Trish A. Reed
Account Administrator
Mrs. Reed joined Mitchell Capital Management Co. in December 2003. Her primary responsibilities are equity trading and portfolio administration. She has 15 years experience in portfolio administration. She has 15 years experience in portfolio accounting, trading, and client servicing She graduated Cum Laude from Kansas City KS Community College.



Sarah D. Little
Account Administrator
Ms. Little 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.

 

 

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