Jonn Matthew Wullschleger
Director of Research - Equity at Mitchell Capital Management Co.
Profile
Mr. Jonn M.
Wullschleger, CFA MBA, is a Vice President, Co-Chief Investment Officer, Director of Equities Portfolio Management & Equity Research at Mitchell Capital Management Co. He is also a Partner at the firm.
In addition to overseeing the firm’s equity investments, he is also a portfolio manager for a variety of institutional and individual clients.
He joined the firm in 2000 as an Equity analyst.
Prior to joining the Mitchell Capital in October 2000, Mr. Wullschleger career highlights include a role in a bank trust investment department and with a mutual fund management company.
He earned his Bachelor of Science in Mathematics and Finance, as well as his MBA, from Rockhurst University.
Jonn Matthew Wullschleger 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. | Director of Research - Equity | - |
Former positions of Jonn Matthew Wullschleger
| Companies | Position | End |
|---|---|---|
Security Benefit Corp.
 Security Benefit Corp. Packaged SoftwareTechnology Services Security Benefit Corp. develops customized retirement solutions for employers and individual investors. It serves to the retirement savings market. The firm products for individuals include fixed annuities, mutual fund custodial and variable annuities. It offers 401(k) and 403(b) plan solutions, plan comparison and various administrative services for the insurance and financial services industry. The company also provides business processing and broker/dealer solutions tailored to the financial services marketplace. Security Benefit was founded in 1892 and is headquartered in Topeka, KS. | Corporate Officer/Principal | 29/09/2000 |
National City Bank Asset Management
 National City Bank Asset Management Major BanksFinance A subsidiary of National City Corp. (NYSE: NCC), National City Bank Asset Management (NCB) manages private client assets. The bank is headquartered in Cleveland, Ohio with offices in Cincinnati, Dayton and Ohio. | Analyst-Equity | 29/10/1997 |
Training of Jonn Matthew Wullschleger
| Rockhurst University | Masters Business Admin |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
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Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
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 |
National City Bank Asset Management
National City Bank Asset Management Major BanksFinance A subsidiary of National City Corp. (NYSE: NCC), National City Bank Asset Management (NCB) manages private client assets. The bank is headquartered in Cleveland, Ohio with offices in Cincinnati, Dayton and Ohio. | Finance |
Security Benefit Corp.
Security Benefit Corp. Packaged SoftwareTechnology Services Security Benefit Corp. develops customized retirement solutions for employers and individual investors. It serves to the retirement savings market. The firm products for individuals include fixed annuities, mutual fund custodial and variable annuities. It offers 401(k) and 403(b) plan solutions, plan comparison and various administrative services for the insurance and financial services industry. The company also provides business processing and broker/dealer solutions tailored to the financial services marketplace. Security Benefit was founded in 1892 and is headquartered in Topeka, KS. | Technology Services |
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