Jeff Mitchell

Jeff Mitchell Email and Phone Number

Senior Investment Consultant @ USI Consulting Group
Milton, MA, US
Jeff Mitchell's Location
Milton, Massachusetts, United States, United States
Jeff Mitchell's Contact Details

Jeff Mitchell personal email

n/a
About Jeff Mitchell

Investment professional with deep experience catering to both retail and institutional clients. Skill set includes sales, relationship management, portfolio management, asset allocation, manager and security selection, behavioral finance and factor investing, tax and financial planning, pension plan management and liability driven investing.

Jeff Mitchell's Current Company Details
USI Consulting Group

Usi Consulting Group

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Senior Investment Consultant
Milton, MA, US
Jeff Mitchell Work Experience Details
  • Usi Consulting Group
    Senior Investment Consultant
    Usi Consulting Group
    Milton, Ma, Us
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  • Fiducient Advisors
    Senior Investment Consultant
    Fiducient Advisors Aug 2023 - Nov 2024
    Wellesley, Massachusetts, United States
    Institutional investment consultant primarily serving corporate pension plans.
    View
  • Moody'S Corporation
    Director, Us Sales, Moody'S Buy-Side Solutions
    Moody'S Corporation Nov 2022 - Aug 2023
    Greater Boston
    Represent our suite of asset allocation and asset-liability risk management software to asset owners, asset managers and intermediaries. Product suite includes PFaroe suite catering to pension plans, endowments & foundations, insurance companies and their advisors; PFaroe PM performance attribution and risk system built for portfolio managers; and Scenario Generator software that offers captial market assumptions and stochastic projections.
    View
  • Empower Retirement
    Retirement Consultant
    Empower Retirement Jul 2020 - Nov 2022
    Andover, Massachusetts, United States
    View
  • Nepc, Llc
    Principal, Senior Consultant
    Nepc, Llc Jan 2008 - Dec 2018
    Boston, Ma
    11 years consulting primarily to institutional clients with assets ranging between $100 million and $3 billion. Chaired Corporate Pension Solutions Team, member of firm's Asset Allocation Committee and Global Asset Allocation Research Advisory Group. Author of two white papers. Frequent speaker at industry conferences.
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  • Pillar Financial Advisors
    Senior Consultant
    Pillar Financial Advisors Apr 2004 - Dec 2007
    Waltham, Ma
    Served as key investment professional for firm providing comprehensive wealth management solutions for high net worth clients. Quarterbacked external investment manager search and selection process. In addition to investment research, other responsibilities included relationship management, new business development, marketing, trading, and client reporting.
  • Tsb Asset Management Group
    Vice President
    Tsb Asset Management Group Oct 2001 - Nov 2003
    Wakefield, Ma
    Managed investment portfolios of (primarily) individual stocks and bonds for high net worth clients leading to market beating returns. Responsibilities included portfolio management, security selection, client relationship management, as well as providing support for marketing, trading and client reporting.

Jeff Mitchell Skills

Alternative Investments Fixed Income Business Relationship Management Bonds Microsoft Powerpoint Portfolio Management Financial Modeling Investment Research Capital Markets Data Analysis Performance Attribution Investments Bloomberg Endowments Modeling Manager Selection Institutional Investments Customer Relationship Management Asset Allocation Strategy Equities Wealth Management Mutual Funds High Net Worth Individuals Investment Strategies Microsoft Excel Asset Management White Papers Defined Benefit Financial Analysis Pension Funds Client Presentation Due Diligence Investment Portfolios Hedge Funds Investment Management

Jeff Mitchell Education Details

Frequently Asked Questions about Jeff Mitchell

What company does Jeff Mitchell work for?

Jeff Mitchell works for Usi Consulting Group

What is Jeff Mitchell's role at the current company?

Jeff Mitchell's current role is Senior Investment Consultant.

What is Jeff Mitchell's email address?

Jeff Mitchell's email address is je****@****ower.ae

What schools did Jeff Mitchell attend?

Jeff Mitchell attended University Of Virginia, University Of Virginia Darden School Of Business.

What skills is Jeff Mitchell known for?

Jeff Mitchell has skills like Alternative Investments, Fixed Income, Business Relationship Management, Bonds, Microsoft Powerpoint, Portfolio Management, Financial Modeling, Investment Research, Capital Markets, Data Analysis, Performance Attribution, Investments.

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