Profile
Mr. Monte Mitchell is a Director-Sales & Marketing at Jensen Investment Management, Inc. He joined the firm in September 2011.
Previously, he was Financial Advisor Consultant at Charles Schwab & Co., Inc. since September 2008.
From 2002 to 2008, he served as Senior Relationship Manager at Morley Financial Services and from July 2000 to November 2001, he served as Director of RIA Sales at SEI Investments.
From 1998 to 2000, he was with Liberty Funds Group.
Before that he was with Crabbe Huson Funds.
Mr. Mitchell received his BS degree from Oregon State University in 1990.
Former positions of Monte Mitchell
| Companies | Position | End |
|---|---|---|
Charles Schwab & Co., Inc.
 Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Corporate Officer/Principal | 2011-08-30 |
| SEI INVESTMENTS COMPANY | Sales & Marketing | 2001-11-29 |
Liberty Funds Group, Inc.
 Liberty Funds Group, Inc. Investment ManagersFinance Founded in 1981, Liberty Funds Group, Inc. is a fund-of-hedge funds manager headquartered in Colleyville, Texas. The firm is registered as a Commodity Pool Operator (CPO) and Commodity Trading Advisor (CTA) with the Commodity Futures Trading Commission (CFTC) and National Futures Association (NFA), and is also registered with the State of Texas as an Investment Advisor. | Corporate Officer/Principal | 1999-12-30 |
Jensen Investment Management, Inc.
 Jensen Investment Management, Inc. Investment ManagersFinance Jensen Investment Management, Inc. (Jensen) is an independent, employee-owned SEC-registered investment advisor headquartered in Lake Oswego, Oregon. The firm was founded by Val Jensen in 1988 and provides investment management services to a wide array of individual and institutional clients, including private clients, pension plans, foundations, endowments and other businesses. In addition, Jensen acts as the investment adviser to various mutual funds and a collective investment fund. | Sales & Marketing | - |
Training of Monte Mitchell
| Oregon State University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 1 |
|---|---|
| SEI INVESTMENTS COMPANY | Finance |
| Private companies | 3 |
|---|---|
Jensen Investment Management, Inc.
Jensen Investment Management, Inc. Investment ManagersFinance Jensen Investment Management, Inc. (Jensen) is an independent, employee-owned SEC-registered investment advisor headquartered in Lake Oswego, Oregon. The firm was founded by Val Jensen in 1988 and provides investment management services to a wide array of individual and institutional clients, including private clients, pension plans, foundations, endowments and other businesses. In addition, Jensen acts as the investment adviser to various mutual funds and a collective investment fund. | Finance |
Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Finance |
Liberty Funds Group, Inc.
Liberty Funds Group, Inc. Investment ManagersFinance Founded in 1981, Liberty Funds Group, Inc. is a fund-of-hedge funds manager headquartered in Colleyville, Texas. The firm is registered as a Commodity Pool Operator (CPO) and Commodity Trading Advisor (CTA) with the Commodity Futures Trading Commission (CFTC) and National Futures Association (NFA), and is also registered with the State of Texas as an Investment Advisor. | Finance |
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