Jonn Wullschleger
Portfolio Manager at Mitchell Capital Management Co.
About
Jonn Wullschleger is a seasoned investment professional serving as Vice President and Portfolio Manager at Mitchell Capital Management Co. in Kansas City, MO. He is responsible for directing equity portfolio management and research, leveraging his expertise to guide investment strategies. His role involves overseeing the firm's equity investments, ensuring alignment with client objectives and market opportunities.
Jonn Wullschleger focuses on growth equity strategies, targeting high-quality companies with competitive advantages and potential for long-term growth. His investment approach spans all market cap sizes, emphasizing companies that generate free cash flow or are poised to do so. This strategy allows him to capitalize on market inefficiencies and manage risk through a concentrated portfolio.
With over two decades of experience in investment management, Jonn Wullschleger holds an MBA from Rockhurst University and is a Chartered Financial Analyst (CFA). He is a member of the CFA Institute and the Kansas City Society of Financial Analysts. His notable achievements include his leadership roles in professional organizations and his extensive travel experiences, which complement his global investment perspective.
Career History
| Organization | Role | Date Range | Details | 
|---|---|---|---|
| Mitchell Capital Management | Portfolio Manager | Oct 2000 to Present | — | 
| Security Benefit | Senior Research Analyst | Jan 1997 to Sep 2000 | — | 
| National City Bank | Research Analyst | Sep 1994 to Oct 1997 | — | 
Education
Rockhurst University
MBA, Finance
1989 — 1991
Rockhurst University
BS, Mathematics, Finance
1985 — 1989
Others at Mitchell Capital Management Co. (3)
| Name | Role | Location | 
|---|---|---|
| Equity Analyst | Kansas City, MO , United States | |
| CChristen Dusselier | Portfolio Manager | Kansas City, KS , United States | 
| Equity Analyst | Leawood, KS , United States |