The People

MUTUAL TRADERS’ key investment professionals have many advanced degrees and other professional designations such as CFA or CPA. We believe the quality and experience of the investment team is an important advantage. Our personnel have specialized knowledge in consumer products, energy, financial services, healthcare, home building, industrials, retail, technology, telecommunications, and other areas of opportunity. Additionally, the team is comprised of individuals with varying functional experiences including credit, investment banking, management consulting, accounting, and engineering to name a few.

MUTUAL TRADERS investment professionals have experience with various types of clients including corporations, public funds, jointly-trusted plans, endowments, foundations and high net worth individuals.