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Jeff Mitchell Email & Phone Number
Senior Investment Consultant
at
USI Consulting Group
1 work email found
@moodys.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Senior Investment Consultant
Location
Milton, Massachusetts, United States
Who is Jeff Mitchell? Overview
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Quick answer
Jeff Mitchell is listed as Senior Investment Consultant at USI Consulting Group, based in Milton, Massachusetts, United States. AeroLeads shows a work email signal at moodys.com and a matched LinkedIn profile for Jeff Mitchell.
Jeff Mitchell previously worked as Senior Investment Consultant at Fiducient Advisors and Director, US Sales, Moody's Buy-Side Solutions at Moody'S Corporation. Jeff Mitchell holds Bachelor Of Arts - Ba, Economics from University Of Virginia.
Company email context
Email format at USI Consulting Group
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{first}.{last}@moodys.com
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AeroLeads found 1 current-domain work email signal for Jeff Mitchell. Compare company email patterns before reaching out.
Profile bio
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.
Listed skills include Alternative Investments, Fixed Income, Business Relationship Management, Bonds, and 32 others.
Current workplace
Jeff Mitchell's current company
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7 roles
Jeff Mitchell work experience
A career timeline built from the work history available for this profile.
Senior Investment Consultant
Institutional investment consultant primarily serving corporate pension plans.
Aug 2023 - Nov 2024
Director, Us Sales, Moody'S Buy-Side Solutions
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.
Nov 2022 - Aug 2023
Retirement Consultant
Jul 2020 - Nov 2022
Principal, Senior Consultant
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.
Jan 2008 - Dec 2018
Senior Consultant
Pillar Financial Advisors
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.
Apr 2004 - Dec 2007
Vice President
Tsb Asset Management Group
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.
Oct 2001 - Nov 2003
2 education records
Jeff Mitchell education
Bachelor Of Arts - Ba, Economics
Master Of Business Administration - Mba
FAQ
Frequently asked questions about Jeff Mitchell
Quick answers generated from the profile data available on this page.
What company does Jeff Mitchell work for?
Jeff Mitchell works for USI Consulting Group.
What is Jeff Mitchell's role at USI Consulting Group?
Jeff Mitchell is listed as Senior Investment Consultant at USI Consulting Group.
What is Jeff Mitchell's email address?
AeroLeads has found 1 work email signal at @moodys.com for Jeff Mitchell at USI Consulting Group.
Where is Jeff Mitchell based?
Jeff Mitchell is based in Milton, Massachusetts, United States while working with USI Consulting Group.
What companies has Jeff Mitchell worked for?
Jeff Mitchell has worked for Usi Consulting Group, Fiducient Advisors, Moody'S Corporation, Empower Retirement, and Nepc, Llc.
How can I contact Jeff Mitchell?
You can use AeroLeads to view verified contact signals for Jeff Mitchell at USI Consulting Group, including work email, phone, and LinkedIn data when available.
What schools did Jeff Mitchell attend?
Jeff Mitchell holds Bachelor Of Arts - Ba, Economics from University Of Virginia.
What skills is Jeff Mitchell known for?
Jeff Mitchell is listed with skills including Alternative Investments, Fixed Income, Business Relationship Management, Bonds, Microsoft Powerpoint, Portfolio Management, Financial Modeling, and Investment Research.
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