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Myrna Mitchell, MBA, CFP
Myrna Mitchell, MBA, CFP is a state-registered investment adviser. The firm manages approximately $18 million in regulatory assets. It has 1 employee and 1...
Overview
Myrna Mitchell, MBA, CFP is a state-registered investment adviser. The firm manages approximately $18 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
RIA
Principals
Myrna Mitchell
Founder
Sector focus
Frequently asked questions
Who runs investment decisions at Myrna Mitchell?
Myrna Mitchell, as the firm's founder and principal, makes all investment decisions. She holds both an MBA and the CFP designation, credentials that support independent portfolio management.
How does Myrna Mitchell source proprietary deal flow?
The firm does not appear to source proprietary deals. Its investment strategy focuses on public market securities — equities, bonds, and cash — accessed through conventional brokerage and custodial platforms.
Does Myrna Mitchell participate in fund commitments or only direct deals?
The firm makes fund commitments, primarily through mutual funds and ETFs allocated in client portfolios. Direct private investments are not a known part of the practice's offering.
What investment stages does Myrna Mitchell typically target?
The focus is on liquid public markets rather than venture or growth-stage private investments. Portfolio allocations target broad market exposure across equity and fixed-income ETFs and mutual funds.
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