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Philip Kernen

Philip Kernen

Partner, Portfolio Manager at Mitchell Capital Management Co.

Kansas City, MO , United States

About

Philip Kernen, CFA, is a Partner and Portfolio Manager at Mitchell Capital Management Co. in Kansas City, MO, where he leads fixed income research and actively manages fixed income portfolios for individual and institutional clients. He is a member of the firm’s Fixed Income Investment Committee and also directs marketing initiatives, playing a key role in client relationships and business development.

Kernen specializes in fixed income securities, with a focus on constructing and managing portfolios of individual bonds and related assets tailored to client objectives. Prior to joining Mitchell Capital in 2005, he held key analyst and market risk roles, including Senior Market Risk Analyst at US Central Credit Union and Senior Financial Analyst at Aquila, where he oversaw liquidity and managed significant debt funding for financial and energy sectors.

He holds a BSBA in Finance and Accounting from the University of Nebraska at Kearney, and is a Chartered Financial Analyst (CFA). His notable career contributions include managing multi-billion-dollar fixed income portfolios and securing major debt funding, highlighting his expertise in risk analysis and portfolio management within the financial and energy industries.

Career History

OrganizationRoleDate RangeDetails
Mitchell Capital ManagementPartner, Portfolio ManagerJan 2005 to Present
Mitchell Capital is a financial planning and investment management firm located in Leawood, KS, that works with individuals and institutions. We are privately owned, we are client focused and we are a...
US Central Credit UnionSenior Market Risk AnalystJan 2004 to Oct 2005
Designed, developed and promoted research, evaluation, and implementation of new risk measurement methods and reports.
AquilaSenior Financial AnalystJan 1997 to Jan 2004
Raised capital in markets in and outside the U.S. and managed interest rate and foreign exchange exposure.
KiewitAccountantJan 1992 to Jan 1997

Education

University of Nebraska at Kearney

BSBA, Finance/Accounting

1988 1992

Others at Mitchell Capital Management Co. (7)

NameRoleLocation
Grant LacKamp
Grant LacKamp
Equity AnalystKansas City, MO , United States
J
Jonn Wullschleger
Portfolio ManagerKansas City, MO , United States
Ken Green
Ken Green
PresidentLeawood, KS , United States
Christen Dusselier
Christen Dusselier
Portfolio managerKansas City, MO , United States
Miles Green
Miles Green
Portfolio ManagerLeawood, KS , United States
R
Rhiannon Moore
Financial Planning AnalystKansas City, KS , United States
R
Rich Jones
Vice PresidentLenexa, KS , United States