Mitch Mortensen

Mitch Mortensen Email and Phone Number

Portfolio Manager and Trader at Heaton Financial, PC @
Mitch Mortensen's Location
St George, Utah, United States, United States
About Mitch Mortensen

Mitch Mortensen manages the St. George office of Heaton Financial. He graduated with a Bachelor's degree in Civil & Environmental Engineering in 2000. Prior to working at Heaton Financial, Mitch managed an alternative investment portfolio for Spectra Group, Inc. His focus is on risk management, investment management, and portfolio allocation strategies. He has knowledge of stocks, fixed income, stock options, futures, and alternative investments. When Mitch is not working, he's enjoying the outdoors with his wife and kids, playing pickleball, golf, running, skiing or mountain biking around Saint George.

Mitch Mortensen's Current Company Details
Heaton Financial, PC

Heaton Financial, Pc

Portfolio Manager and Trader at Heaton Financial, PC
Mitch Mortensen Work Experience Details
  • Heaton Financial, Pc
    Portfolio Manager
    Heaton Financial, Pc Jun 2016 - Present
    Saint George, Utah
    Investment Advisor
  • Spectra Group
    Consultant
    Spectra Group Jan 2004 - Jun 2016
    St. George Utah
    Consulting

Mitch Mortensen Skills

Alternative Investments Private Equity Portfolio Management Etfs Investments Risk Management Stocks Finance Fixed Income Bonds Asset Allocation Financial Analysis Options Stock Options Mutual Funds Hedge Funds Investment Management

Mitch Mortensen Education Details

Frequently Asked Questions about Mitch Mortensen

What company does Mitch Mortensen work for?

Mitch Mortensen works for Heaton Financial, Pc

What is Mitch Mortensen's role at the current company?

Mitch Mortensen's current role is Portfolio Manager and Trader at Heaton Financial, PC.

What schools did Mitch Mortensen attend?

Mitch Mortensen attended Brigham Young University.

What skills is Mitch Mortensen known for?

Mitch Mortensen has skills like Alternative Investments, Private Equity, Portfolio Management, Etfs, Investments, Risk Management, Stocks, Finance, Fixed Income, Bonds, Asset Allocation, Financial Analysis.

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