Kevin Mitchell

Principal at CAPTRUST

Role
Principal at CAPTRUST
Location
Nashville, TN, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Kevin Mitchell

I came to CAPTRUST in 2022 as a Principal and Financial Advisor. Prior to that…

Experience

  1. Principal

    CAPTRUST

    Jan 2023 — Present · Nashville, TN, US

    In 1989, the founders of CAPTRUST joined together to provide institutional and private investors an independent and objective choice for financial advice and fiduciary support.Our firm was built on the premise that investors are best served by advisors who are motivated to focus exclusively on the best interests of their clients. This unwavering commitment to independence and transparency has enabled CAPTRUST to grow from the vision of its entrepreneurial founders to one of the largest independent advisory firms in the country.At CAPTRUST, we believe investment advisory firms are only as strong as the people who create the advice. Moreover, as the demands of a global economy and a vastly underfunded retirement system converge on institutions, corporations, and individual investors alike, we believe advice focused solely on investment performance will fall woefully short in helping clients navigate the road ahead with confidence.

Education

  • University of Mississippi

    Bachelor's Degree, Finance

    2006 — 2010

Skills

  • Financial Analysis
  • Investment Management
  • Wealth Management
  • Wealth
  • Investments
  • Estate Planning
  • Finance

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Kevin Mitchell — Principal at CAPTRUST in Nashville, TN, US | Unifers