Patrick Lee Mitchell
Portfolio Manager-Equities at Guggenheim Partners Investment Management LLC
Profile
Mr. Patrick L.
Mitchell is a Senior Advisor to the Global Chief Investment Officer at Guggenheim Partners Investment Management LLC.
He joined Guggenheim in 2009 and serves as the Senior Advisor to the Global Chief Investment Officer.
With over 35 years of experience in portfolio management, commercial banking, and credit analysis, he assists the Global CIO in all aspects of the investment business including portfolio performance, risk management and business development.
He works directly with equity team to streamline investment processes and collaborate on shared fundamental research to enhance risk-adjusted returns.
He is a member of the Portfolio Construction Group.
He is the Investment Committee Chairman for the University of Idaho’s Foundation and is a Fellow on the Milken Institute’s Emerging Domestic Markets and Financial Innovations Group.
Mr. Mitchell spent 13 years with three large west coast financial institutions, where he held a variety of senior positions including commercial lending officer, Comptroller, Treasurer and Asset/Liability Manager.
He was with the California State Teachers’ Retirement System, the 2nd largest Retirement System in the U.S., from 1988 to 2000 were he was the Director of Fixed Income, Director of Public Assets and Chief Investment Officer.
From 2000 to 2008, he was a Managing Director at Metropolitan West Financial and Chief Investment Officer at Maple Stone Capital specializing in the valuation and management of high yield bonds, bank loans and special situations.
He holds a B.S.
in Business from the University of Idaho and an MBA from Idaho State University.
Patrick Lee Mitchell active positions
Companies | Position | Start |
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Guggenheim Partners Investment Management LLC
Guggenheim Partners Investment Management LLC Investment ManagersFinance Guggenheim Partners Investment Management LLC (GPIM) is a registered investment advisor headquartered in Santa Monica, California. The firm was founded by Mark Walter in 2005 and is a direct subsidiary of Guggenheim Partners Investment Management Holdings LLC, ultimately owned by Guggenheim Capital LLC. GPIM provides investment advisory and supervisory services to a variety of institutional clients through separately managed accounts (SMAs) and registered and unregistered pooled investment vehicles. | Portfolio Manager-Equities | 2008-12-31 |
Former positions of Patrick Lee Mitchell
Companies | Position | End |
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Maple Stone Capital Advisors LLC
Maple Stone Capital Advisors LLC Investment ManagersFinance Maple Stone Capital Advisors LLC (MSCA) is an independent investment manager headquartered in Stamford, Connecticut. The firm was founded by Lorraine Spurge, Patrick Mitchell and Daniella Coules in 2007. MSCA manages the assets of individual and institutional clients. | Chief Investment Officer | 2007-12-30 |
Post Advisory Group LLC
Post Advisory Group LLC Investment ManagersFinance Post Advisory Group LLC (Post) is a SEC-registered investment advisor headquartered in Los Angeles, California with an additional office in New York City. The firm was founded by Larry Post in 1992 as MW Post Advisory Group. They are owned by Principal Global Investors Holding Company US LLC, ultimately held by Principal Financial Group, Inc. (NASDAQ: PFG). Post provides discretionary investment advisory services to a global client base of institutional investors. | Corporate Officer/Principal | 2005-06-29 |
Metropolitan West Financial LLC
Metropolitan West Financial LLC Investment Banks/BrokersFinance Metropolitan West Financial LLC provides diversified financial management services. The company's services include financial advice & strategic planning, capital management, asset management & investment advice and fixed-income portfolio management. Metropolitan West Financial was founded in 1992 and is located in Los Angeles, CA. | Corporate Officer/Principal | 2002-08-29 |
Training of Patrick Lee Mitchell
Idaho State University | Masters Business Admin |
University of Idaho | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 4 |
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Post Advisory Group LLC
Post Advisory Group LLC Investment ManagersFinance Post Advisory Group LLC (Post) is a SEC-registered investment advisor headquartered in Los Angeles, California with an additional office in New York City. The firm was founded by Larry Post in 1992 as MW Post Advisory Group. They are owned by Principal Global Investors Holding Company US LLC, ultimately held by Principal Financial Group, Inc. (NASDAQ: PFG). Post provides discretionary investment advisory services to a global client base of institutional investors. | Finance |
Metropolitan West Financial LLC
Metropolitan West Financial LLC Investment Banks/BrokersFinance Metropolitan West Financial LLC provides diversified financial management services. The company's services include financial advice & strategic planning, capital management, asset management & investment advice and fixed-income portfolio management. Metropolitan West Financial was founded in 1992 and is located in Los Angeles, CA. | Finance |
Guggenheim Partners Investment Management LLC
Guggenheim Partners Investment Management LLC Investment ManagersFinance Guggenheim Partners Investment Management LLC (GPIM) is a registered investment advisor headquartered in Santa Monica, California. The firm was founded by Mark Walter in 2005 and is a direct subsidiary of Guggenheim Partners Investment Management Holdings LLC, ultimately owned by Guggenheim Capital LLC. GPIM provides investment advisory and supervisory services to a variety of institutional clients through separately managed accounts (SMAs) and registered and unregistered pooled investment vehicles. | Finance |
Maple Stone Capital Advisors LLC
Maple Stone Capital Advisors LLC Investment ManagersFinance Maple Stone Capital Advisors LLC (MSCA) is an independent investment manager headquartered in Stamford, Connecticut. The firm was founded by Lorraine Spurge, Patrick Mitchell and Daniella Coules in 2007. MSCA manages the assets of individual and institutional clients. | Finance |
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