Tom Mitchell, Senior Portfolio Manager
Tom joined our team in April 2002. He is responsible for evaluating & selecting securities and constructing & administering portfolios managed by SNW Asset Management. Mr. Mitchell has over 26 years experience in extensive, hands-on investment management of a broad range of corporate, municipal and Federal agency securities, mortgage-backed and other asset-backed obligations. Before joining, Mr. Mitchell was employed by Morley Financial Services, where he managed an intermediate-term stable-value mutual fund, the Morley Capital Accumulation Fund, and an ultra-short-term bond fund, the Morley Enhanced Income Fund. The Capital Accumulation Fund received, and has maintained, a Morningstar five-star rating. Previously, Mr. Mitchell was the Senior Portfolio Manager at First Interstate Bank, where he managed the investment group with responsibility for all portfolios, totaling $17 billion. Preceding 18 years with First Interstate Bank, Mr. Mitchell gained experience in municipal financial consulting at Bartle Wells Associates. He holds an undergraduate degree from Stanford University, a law degree from University of Virginia, and an MBA from University of Oregon, and is a member of the District of Columbia Bar.
Contact Tom at tomm@snwsc.com.
