Phil Kernen
Analyst-Fixed Income at Mitchell Capital Management Co.
Profile
Mr. Philip A.
Kernen, CFA, is a Portfolio Management & Fixed Income Research at Mitchell Capital Management Co. Mr. Kernen conducts fixed income research and is a member of the Fixed Income Investment Committee.
He is a portfolio manager for a variety of individual clients and directs the marketing initiatives for the firm.
He joined the firm in 2005 as a fixed income analyst.
Prior to joining Mitchell Capital in October 2005, Mr. Kernen began his financial career with a role in Omaha in corporate reporting for a general contractor, and went on to secure more than $3 billion in worldwide debt funding for a Kansas City, Missouri, based energy company, and managing the liquidity and market risk of a $35 billion fixed income portfolio of a Lenexa, Kansas based wholesale corporate credit union.
He earned his B.S.
in Business Administration from the University of Nebraska – Kearney, with an emphasis in Finance in 1992.
Phil Kernen active positions
| Companies | Position | Start |
|---|---|---|
Mitchell Capital Management Co.
 Mitchell Capital Management Co. Investment ManagersFinance Mitchell Capital Management Co. (MCM) is an independent registered investment advisor headquartered in Leawood, Kansas. The firm was founded by Fred G. Mitchell in 1987. MCM provides portfolio management services to individuals, trusts, institutions, companies, profit-sharing and pension plans, charitable organizations, foundations, multi-employer plans, associations, etc. | Analyst-Fixed Income | 2005-09-30 |
Former positions of Phil Kernen
| Companies | Position | End |
|---|---|---|
US Central Credit Union
 US Central Credit Union Savings BanksFinance U.S. Central Credit Union operated as a wholesale financial center for the corporate credit unions. It provided liquidity, lending and payment services to the natural person credit unions in the Kansas City area. The firm also offered investment and cash-management products, settlement, funds transfer, safekeeping and custody services. The company was founded in 1974 and was headquartered in Lenexa, KS. | Corporate Officer/Principal | 2005-09-29 |
Aquila Associates LLC
 Aquila Associates LLC Investment ManagersFinance Aquila Associates LLC is an independent hedge fund manager headquartered in New York City with satellite offices in Asia and Latin America. The firm manages the assets of financially sophisticated clients. | Analyst-Equity | 2003-12-30 |
Kiewit Construction Co.
 Kiewit Construction Co. Engineering & ConstructionIndustrial Services Kiewit Construction Co. provides construction services to the transportation, power, communications, and marine industries. The company is headquartered in Omaha, NE. | Corporate Officer/Principal | 1996-12-30 |
Training of Phil Kernen
| University of Nebraska | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
Mitchell Capital Management Co.
Mitchell Capital Management Co. Investment ManagersFinance Mitchell Capital Management Co. (MCM) is an independent registered investment advisor headquartered in Leawood, Kansas. The firm was founded by Fred G. Mitchell in 1987. MCM provides portfolio management services to individuals, trusts, institutions, companies, profit-sharing and pension plans, charitable organizations, foundations, multi-employer plans, associations, etc. | Finance |
Kiewit Construction Co.
Kiewit Construction Co. Engineering & ConstructionIndustrial Services Kiewit Construction Co. provides construction services to the transportation, power, communications, and marine industries. The company is headquartered in Omaha, NE. | Industrial Services |
US Central Credit Union
US Central Credit Union Savings BanksFinance U.S. Central Credit Union operated as a wholesale financial center for the corporate credit unions. It provided liquidity, lending and payment services to the natural person credit unions in the Kansas City area. The firm also offered investment and cash-management products, settlement, funds transfer, safekeeping and custody services. The company was founded in 1974 and was headquartered in Lenexa, KS. | Finance |
Aquila Associates LLC
Aquila Associates LLC Investment ManagersFinance Aquila Associates LLC is an independent hedge fund manager headquartered in New York City with satellite offices in Asia and Latin America. The firm manages the assets of financially sophisticated clients. | Finance |
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