Rick Mitchell
Oprichter bij Mitchell, McLeod, Pugh & Williams, Inc.
Profiel
Mr. Richard Mitchell is a Managing Director at Mitchell, McLeod, Pugh & Williams, Inc. He is also the Founding Member of the firm and a member of the firm's Investment Policy Committee.
He is a member of Christ Church Cathedral and the Order of St. John.
He also is a member of the Virginia State Bar and serves on the advisory board of The Compassionate Friends.
His clients include high-net-worth individuals, profit-sharing and 401(k) plans, trusts and estates, and private foundations.
Mr. Mitchell has been continuously engaged in the investment management and financial industries since 1978.
During that time, he served as a bank trust officer, credit analyst, commercial lending officer and as a principal of a Registered Investment Adviser.
Mr. Mitchell received his BA degree from The University of Alabama and a JD degree from The College of William & Mary.
Actieve functies van Rick Mitchell
| Bedrijven | Functie | Begin |
|---|---|---|
Mitchell, McLeod, Pugh & Williams, Inc.
 Mitchell, McLeod, Pugh & Williams, Inc. Investment ManagersFinance Mitchell, McLeod, Pugh & Williams, Inc. (MMPW) is an independent, employee-owned SEC-registered investment advisor and wealth management firm headquartered in Mobile, Alabama. The firm was founded in 2006 by Richard Mitchell, Douglas R. McLeod, Kyle C. Pugh and M. Carmen Williams. MMPW provides investment advisory services to individuals, high net-worth individuals, corporate pension, profit-sharing and 401-(k) plans, IRA rollovers, charitable institutions, foundations, endowments, trusts and estates. | Oprichter | 20-01-2006 |
Opleiding van Rick Mitchell
| The University of Alabama | Undergraduate Degree |
| The College of William & Mary | Graduate Degree |
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| Bedrijven in privébezit | 1 |
|---|---|
Mitchell, McLeod, Pugh & Williams, Inc.
Mitchell, McLeod, Pugh & Williams, Inc. Investment ManagersFinance Mitchell, McLeod, Pugh & Williams, Inc. (MMPW) is an independent, employee-owned SEC-registered investment advisor and wealth management firm headquartered in Mobile, Alabama. The firm was founded in 2006 by Richard Mitchell, Douglas R. McLeod, Kyle C. Pugh and M. Carmen Williams. MMPW provides investment advisory services to individuals, high net-worth individuals, corporate pension, profit-sharing and 401-(k) plans, IRA rollovers, charitable institutions, foundations, endowments, trusts and estates. | Finance |
