Debbie Mitchell
Portefeuillebeheerder-Aandelen bij Bedell Frazier Investment Counselling LLC
Profiel
Ms. Deborah N.
Mitchell, CFA, is a Advisor & Financial Planner at Bedell Frazier Investment Counselling LLC.
She joined the firm in 2015 and has over 20 years of experience in the investment industry, however, her career path began in the field of social work.
After several years as a social worker, she discovered a keen interest in working with investment portfolios and financial planning.
Ms. Mitchell was previously employed as a Vice President & Portfolio Manager by Steven A.
Noroian & Associates, Inc.
Ms. Mitchell received her undergraduate degree from the University of California, Santa Barbara and a graduate degree from The California State University.
She has a Master of Social Work degree from California State LongBeach and holds the Chartered Financial Analyst designation and Certified Financial Planner Certification.
She is a member of the CFA Institute and Financial Planning Association.
Actieve functies van Debbie Mitchell
Bedrijven | Functie | Begin |
---|---|---|
Bedell Frazier Investment Counselling LLC
Bedell Frazier Investment Counselling LLC Investment ManagersFinance Bedell Frazier Investment Counselling LLC (BFIC) is a SEC-registered investment advisor headquartered in Walnut Creek, California. The firm was founded by Judith Bedell in 1975 as Bedell Investment Counselling LLC. They are a subsidiary of Bluespring Wealth Partners LLC, which is owned by Kestra Financial, Inc. BFIC offers investment advisory services to individuals, trusts, estates, charitable organizations, corporations, pensions and profit-sharing plans, and other business entities. | Portefeuillebeheerder-Aandelen | 01-01-2015 |
Eerdere bekende functies van Debbie Mitchell
Bedrijven | Functie | Einde |
---|---|---|
Steven A. Noroian & Associates, Inc.
Steven A. Noroian & Associates, Inc. Investment ManagersFinance Founded in 1986, Steven A. Noroian & Associates, Inc., formerly Noroian Capital Management, Inc., is a registered investment advisor located in Lafayette, California. The firm is also known as Noroian Capital Management. They manage individual accounts, IRAs, trusts, guardianships, conservatorships and profit sharing plans | Analyst-Equity | 01-01-2015 |
Opleiding van Debbie Mitchell
University of California, Santa Barbara | Undergraduate Degree |
The California State University | Graduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
Bedrijven in privébezit | 2 |
---|---|
Steven A. Noroian & Associates, Inc.
Steven A. Noroian & Associates, Inc. Investment ManagersFinance Founded in 1986, Steven A. Noroian & Associates, Inc., formerly Noroian Capital Management, Inc., is a registered investment advisor located in Lafayette, California. The firm is also known as Noroian Capital Management. They manage individual accounts, IRAs, trusts, guardianships, conservatorships and profit sharing plans | Finance |
Bedell Frazier Investment Counselling LLC
Bedell Frazier Investment Counselling LLC Investment ManagersFinance Bedell Frazier Investment Counselling LLC (BFIC) is a SEC-registered investment advisor headquartered in Walnut Creek, California. The firm was founded by Judith Bedell in 1975 as Bedell Investment Counselling LLC. They are a subsidiary of Bluespring Wealth Partners LLC, which is owned by Kestra Financial, Inc. BFIC offers investment advisory services to individuals, trusts, estates, charitable organizations, corporations, pensions and profit-sharing plans, and other business entities. | Finance |