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Philip Kernen
Partner, Portfolio Manager at Mitchell Capital Management Co.
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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Mitchell Capital Management | Partner, Portfolio Manager | Jan 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 Union | Senior Market Risk Analyst | Jan 2004 to Oct 2005 | Designed, developed and promoted research, evaluation, and implementation of new risk measurement methods and reports. |
| Aquila | Senior Financial Analyst | Jan 1997 to Jan 2004 | Raised capital in markets in and outside the U.S. and managed interest rate and foreign exchange exposure. |
| Kiewit | Accountant | Jan 1992 to Jan 1997 | — |
Education
University of Nebraska at Kearney
BSBA, Finance/Accounting
1988 — 1992
Others at Mitchell Capital Management Co. (7)
| Name | Role | Location |
|---|---|---|
| Equity Analyst | Kansas City, MO , United States | |
J Jonn Wullschleger | Portfolio Manager | Kansas City, MO , United States |
| President | Leawood, KS , United States | |
| Portfolio manager | Kansas City, MO , United States | |
| Portfolio Manager | Leawood, KS , United States | |
R Rhiannon Moore | Financial Planning Analyst | Kansas City, KS , United States |
R Rich Jones | Vice President | Lenexa, KS , United States |