Jeff Mitchell

Jeff Mitchell Email and Phone Number

Chief Investment Officer at Infocus Securities Limited @ ALPHA INVESTMENT MANAGEMENT LTD
Jeff Mitchell's Location
Melbourne, Victoria, Australia, Australia
Jeff Mitchell's Contact Details

Jeff Mitchell work email

Jeff Mitchell personal email

n/a
About Jeff Mitchell

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.

Jeff Mitchell's Current Company Details
ALPHA INVESTMENT MANAGEMENT LTD

Alpha Investment Management Ltd

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Chief Investment Officer at Infocus Securities Limited
Jeff Mitchell Work Experience Details
  • Infocus Securities Limited
    Chief Investment Officer
    Infocus Securities Limited Aug 2018 - Present
    Melbourne, Australia
  • Alpha Investment Management Ltd
    Chief Investment Officer
    Alpha Investment Management Ltd Aug 2018 - Present
    Melbourne, Victoria, Australia
    Funds and investment management
  • Australian Unity
    Head Of Investment Research
    Australian Unity Nov 2012 - Aug 2018
    South Melbourne
  • Standard & Poor'S
    Director Fund Services
    Standard & Poor'S 2008 - Nov 2012
  • Pitcher Partners
    Director Research And Training
    Pitcher Partners Feb 2004 - Apr 2008
  • Hmh Chartered Accountants Financial Advisors
    Financial Planner - Investment Specialist
    Hmh Chartered Accountants Financial Advisors Sep 1999 - Feb 2004
    Doncaster Victoria

Jeff Mitchell Skills

Investments Wealth Management Financial Advisory Financial Markets Investment Strategies Asset Management Portfolio Management Finance Equities Financial Planning Consulting Strategic Financial Planning Financial Modeling Wealth Management Services Fixed Income Asset Allocation Financial Services Strategy Mutual Funds Asset Managment Management Australian Equities

Jeff Mitchell Education Details

  • Uts (Imca)
    Uts (Imca)
    Investment Management
  • Australian Unity Business School
    Australian Unity Business School
    Diploma Of Management
  • Deakin University (Fpa)
    Deakin University (Fpa)
    Diploma Of Financial Planning
  • Securities Institute Of Australia (Finsia)
    Securities Institute Of Australia (Finsia)
    Graduate Diploma In Applied Finance And Investment
  • Australian Technical Analysts Association
    Australian Technical Analysts Association
    Diploma 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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