Jeff Mitchell Email and Phone Number
Jeff Mitchell work email
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Jeff Mitchell personal email
Extensive leadership and experience in the fields of asset consulting, funds management, wealth management and advice. Focusing on portfolio construction security and strategy selection, investment research and advice solutions including strategy and policy development, capital markets, security and strategy analysis, investment and product governance, change management, and investment advice consulting. Twenty five years’ experience in financial markets and private wealth management with roles ranging from Funds management, asset consulting, wholesale and retail advice, AFSL product and policy governance. Since 2018 working as Chief Investment Officer at Infocus and Alpha Investment Management (Alpha). Leading a dedicated team of 6 at AIpha initiating the SMA program of four diversified portfolios on 3 major platforms in 2019. Subsequently, adding direct share and an income portfolio. The Alpha SMA program and related managed account engagements currently has circa $2.5 Bn in FUA. In managed funds, we transitioned eight single sector multi-manager funds into four objective based internally managed multi-asset funds. The fund series have maintained a 3.75 star (Favourable) rating from SQM since 2022.At Infocus, part of the executive group and responsible for all investment advice related policy, APL policy and management as well as investment product governance policy and administration including investment product governance for Platformplus WRAP, an administration platform promoted by Infocus.
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Chief Investment OfficerInfocus Securities Limited Aug 2018 - PresentMelbourne, Australia
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Chief Investment OfficerAlpha Investment Management Ltd Aug 2018 - PresentMelbourne, Victoria, AustraliaFunds and investment management -
Head Of Investment ResearchAustralian Unity Nov 2012 - Aug 2018South Melbourne -
Director Fund ServicesStandard & Poor'S 2008 - Nov 2012 -
Director Research And TrainingPitcher Partners Feb 2004 - Apr 2008 -
Financial Planner - Investment SpecialistHmh Chartered Accountants Financial Advisors Sep 1999 - Feb 2004Doncaster Victoria
Jeff Mitchell Skills
Jeff Mitchell Education Details
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Uts (Imca)Investment Management -
Australian Unity Business SchoolDiploma Of Management -
Deakin University (Fpa)Diploma Of Financial Planning -
Securities Institute Of Australia (Finsia)Graduate Diploma In Applied Finance And Investment -
Australian Technical Analysts AssociationDiploma Of Technical Analysis
Frequently Asked Questions about Jeff Mitchell
What company does Jeff Mitchell work for?
Jeff Mitchell works for Alpha Investment Management Ltd
What is Jeff Mitchell's role at the current company?
Jeff Mitchell's current role is Chief Investment Officer at Infocus Securities Limited.
What is Jeff Mitchell's email address?
Jeff Mitchell's email address is je****@****ors.com
What schools did Jeff Mitchell attend?
Jeff Mitchell attended Uts (Imca), Australian Unity Business School, Deakin University (Fpa), Securities Institute Of Australia (Finsia), Australian Technical Analysts Association.
What skills is Jeff Mitchell known for?
Jeff Mitchell has skills like Investments, Wealth Management, Financial Advisory, Financial Markets, Investment Strategies, Asset Management, Portfolio Management, Finance, Equities, Financial Planning, Consulting, Strategic Financial Planning.
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1digitalmetrix.com.au
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Jeff Mitchell
Greater Sydney Area -
Jeff Mitchell
Head, National Drug Discovery Centre At Walter & Eliza Hall Institute Of Medical ResearchGreater Melbourne Area
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