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Mitchell Trotta

Portfolio Manager at Gateway Investment Advisers LLC

Cincinnati, OH , United States

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

OrganizationRoleDate RangeDetails
Gateway Investment AdvisersPortfolio ManagerJan 2019 to Present
Gateway Investment Advisers, LLCAssociate Portfolio ManagerApr 2016 to Dec 2018
PNC Wealth ManagementAsset Management Group AssociateJun 2015 to Apr 2016
PNCTreasury Management InternJun 2014 to Aug 2014
Cincinnati BellCash Management Co-opMay 2013 to May 2014
GE AviationFinance Co-opMar 2012 to Dec 2012
ChiquitaFinancial Analyst Co-opJun 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)

NameRoleLocation
Daniel Ashcraft
Daniel Ashcraft
Portfolio ManagerCincinnati, OH , United States
D
Daniel Beckwith
Senior Vice President, Portfolio ManagerLos Angeles, CA , United States
D
D David Jilek
Vice President, Chief Investment StrategistBrookline, MA , United States
Ken Toft
Ken Toft
Senior Vice-President and Portfolio ManagerCincinnati, OH , United States
Matt Evans
Matt Evans
Associate Portfolio ManagerCincinnati, OH , United States
Stephen Solaka
Stephen Solaka
Senior Vice President - Portfolio ManagerLos Angeles, CA , United States
Twinkle Singh
Twinkle Singh
Quantitative Research AnalystNew York, NY , United States

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