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Leonard Mitchell
CFA, Principal, Sr. Portfolio Manager at Meritage Portfolio Management
About
Leonard C. Mitchell, CFA, is a Principal and Senior Portfolio Manager at Meritage Portfolio Management, a fee-only, Kansas-based investment advisory firm with billions in client assets under management that ranks among the top in its region. Based in Overland Park, Kansas, he has been with the firm since at least 1998 and is a minority owner, playing a significant leadership role within the investment team. Mitchell serves as a primary contact for many private and institutional client relationships, contributing to both the firm’s strategic direction and its day-to-day investment operations.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Meritage Portfolio Management | CFA, Principal, Sr. Portfolio Manager | Jan 1998 to Present | Principal and member of the investment management team. Leads the Meritage Growth equity strategy. |
| Rockhurst University | Course Instructor | Aug 2002 to May 2007 | Taught Financial Statement Analysis, Graduate level and Introduction to Finance, Undergraduate and Graduate level |
Education
Texas Christian University - M.J. Neeley School of Business
MBA, finance
1975 — 1979
Texas Christian University - M.J. Neeley School of Business
BBA, Accounting
1972 — 1975
Skills & Expertise
Others at Meritage Portfolio Management (5)
| Name | Role | Location |
|---|---|---|
J Jim Klein | Principal, Sr. Portfolio Manager | Overland Park, KS , United States |
 | President and Chief Investment Officer | Kansas City, MO , United States |
P Philip Cole | Senior Client Portfolio Manager | Kansas City, MO , United States |
 | Client Portfolio Manager | Kansas City, MO , United States |
 | Senior Portfolio Manager | Kansas City, MO , United States |
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