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About
Mitchell Trotta, CFA, is a Portfolio Manager at Gateway Investment Advisers, LLC in Cincinnati, Ohio. In this capacity, he oversees the management of several mutual funds and separate account strategies, including the Gateway Equity Call Premium Fund, Gateway Fund, and Natixis Gateway Quality Income ETF. His core responsibilities include trading, analytics in support of investment decisions, and implementation of the firm’s equity multi-factor model, with a particular focus on low-volatility equity strategies and derivative income overlays involving index options.
Trotta concentrates on equity markets, especially U.S. large-cap stocks, utilizing strategies such as option writing and equity hedging to deliver risk-managed returns. He specializes in constructing diversified stock portfolios combined with actively managed option overlays, catering to risk-conscious investors seeking income and volatility reduction within the derivative income and equity hedged segments.
Prior to his current portfolio manager role, Trotta served as Associate Portfolio Manager at Gateway Investment Advisers and as an Asset Management Group Associate at PNC Wealth Management. He holds a Bachelor’s degree in Finance from the University of Cincinnati and is a CFA charterholder, underscoring his expertise in quantitative analysis and multi-factor equity modeling.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Gateway Investment Advisers | Portfolio Manager | Jan 2019 to Present | — |
| Gateway Investment Advisers, LLC | Associate Portfolio Manager | Apr 2016 to Dec 2018 | — |
| PNC Wealth Management | Asset Management Group Associate | Jun 2015 to Apr 2016 | — |
| PNC | Treasury Management Intern | Jun 2014 to Aug 2014 | — |
| Cincinnati Bell | Cash Management Co-op | May 2013 to May 2014 | — |
| GE Aviation | Finance Co-op | Mar 2012 to Dec 2012 | — |
| Chiquita | Financial Analyst Co-op | Jun 2011 to Sep 2011 | — |
Education
University of Cincinnati College of Business
Bachelor’s Degree, Finance and Business Anaytics
2010 — 2015
Others at Gateway Investment Advisers LLC (7)
| Name | Role | Location |
|---|---|---|
| Portfolio Manager | Cincinnati, OH , United States | |
D Daniel Beckwith | Senior Vice President, Portfolio Manager | Los Angeles, CA , United States |
D D David Jilek | Vice President, Chief Investment Strategist | Brookline, MA , United States |
| Senior Vice-President and Portfolio Manager | Cincinnati, OH , United States | |
| Associate Portfolio Manager | Cincinnati, OH , United States | |
| Senior Vice President - Portfolio Manager | Los Angeles, CA , United States | |
| Quantitative Research Analyst | New York, NY , United States |
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| Chief Investment Officer | Fifth Third Wealth Advisors LLC | United States | |
| Investment Associate | Truepoint, Inc. | Cincinnati, OH , United States | |
| Principal | Truepoint, Inc. | Cincinnati, OH , United States |