MEET OUR INVESTMENT
PROFESSIONALS
PROFESSIONALS
KEN GREEN, CFA
PRESIDENT
CO-CHIEF INVESTMENT OFFICER
DIRECTOR OF FIXED INCOME
PORTFOLIO MANAGEMENT & FIXED INCOME RESEARCH
Ken is the President, Co-Chief Investment Officer and Portfolio Manager for, and a Partner at, Mitchell Capital Management. In addition to overseeing the firm’s fixed income investments, client service and business operations, he is also a portfolio manager for a variety of institutional and individual clients. Ken joined the firm in 1990 as a Fixed Income analyst.
Ken earned his MBA from the University of Missouri in 1985 and a B.S. in Business Administration from the University of Missouri in 1984, where he graduated Cum Laude.
Ken is a member of the CFA Institute, the Kansas City Society of Financial Analysts and the Economic Club of Kansas City, and is a Past President of the Leawood Lions Club. He is the Chairman of the Soaring Eagle District in the Heart of America Council of Boy Scouts of America, and the past Committee Chair of Boy Scout Troop 10 in Leawood, Kansas.
JONN WULLSCHLEGER, CFA
VICE PRESIDENT
CO-CHIEF INVESTMENT OFFICER
DIRECTOR OF EQUITIES
PORTFOLIO MANAGEMENT & EQUITY RESEARCH
Jonn Wullschleger is Vice President, Co-Chief Investment Officer and Portfolio Manager for, and a Partner at, Mitchell Capital Management. In addition to overseeing the firm’s equity investments, he is also a portfolio manager for a variety of institutional and individual clients. Jonn joined the firm in 2000 as an Equity analyst.
Jonn earned his MBA from Rockhurst University in 1991 and a B.S. in Mathematics and Finance from Rockhurst University in 1989.
Jonn is a member of the CFA Institute, the Kansas City Society of Financial Analysts, the Economic Club of Kansas City and the Leawood Rotary. He enjoys traveling, he has visited every continent, and likes researching new destinations in his spare time.
CHRISTEN DUSSELIER, CFP
PORTFOLIO MANAGEMENT & FIXED INCOME RESEARCH
DIRECTOR OF FINANCIAL PLANNING
Christen Dusselier is a Portfolio Manager and Director of Financial Planning for, and Partner at, Mitchell Capital Management. Christen conducts economic and fixed income research and is a member of the Fixed Income Investment Committee. Christen also directs the financial planning operations for the firm. Christen joined the firm in 2001.
Christen earned her B.S. in Business Administration from the University of Missouri – Kansas City, with a concentration in Finance in 2000.
Christen is a member of the Finance Committee at St Thomas More school and the Catholic Business Network. She is also an active volunteer with Rose Brooks Center, a domestic violence shelter in Kansas City, Missouri.
PHIL KERNEN, CFA
PORTFOLIO MANAGEMENT & FIXED INCOME RESEARCH
Phil Kernen is a Portfolio Manager for, and Partner at, Mitchell Capital Management. Phil conducts fixed income research and is a member of the Fixed Income Investment Committee. Phil is a portfolio manager for a variety of individual clients and directs the marketing initiatives for the firm. Phil joined the firm in 2005 as a fixed income analyst.
Phil earned his B.S. in Business Administration from the University of Nebraska – Kearney, with an emphasis in Finance in 1992.
Phil is a member of the CFA Institute and the Kansas City Society of Financial Analysts. He is Board Treasurer for Metro Lutheran Ministries, a social services organization in Kansas City, Missouri and is an adult tutor at Literacy KC.
ROB DAY
INVESTMENT COUNSELOR
EQUITY ANALYST
Rob Day is an equity analyst for Mitchell Capital Management. Rob conducts equity research and is a member of the Equity Investment Committee. Rob is a relationship manager for a variety of individual clients and has helped institutionalize our research database to become more streamlined and collaborative. Rob joined the firm in 2020.
Rob earned his B.S. in Business Administration from California State University, Chico in 1991
Rob volunteers with the Boy Scout Troop 10 in Leawood, Kansas.
MILES GREEN
EQUITY ANALYST
Miles Green is an equity analyst for Mitchell Capital Management. Miles conducts equity research and is a member of the Equity Investment Committee.
Miles earned his Bachelor of Business Administration degree in finance from Texas Christian University in 2021. He has passed Levels I & II of the Chartered Financial Analyst (CFA) Program, and he is a CFA Level III candidate.
Miles volunteers with the Boy Scout Troop 10 in Leawood, Kansas.
GRANT LACKAMP, CAIA
EQUITY ANALYST
Grant LacKamp is an equity analyst for Mitchell Capital Management. Grant conducts equity research and is a member of the Equity Investment Committee
Grant earned his MBA from Kansas State University in 2009, and a B.S. in Life Sciences from Kansas State University in 2007. He has passed Level I of the Chartered Financial Analyst (CFA) program, he is a CFA Level II candidate, and he is a Certified Alternative Investment Analyst (CAIA).
Grant continues to be actively involved at Kansas State University and serves on the Finance Advisory Board.
BARBARA ROSZEL
CHIEF COMPLIANCE OFFICER
Barbara Roszel is the Chief Compliance and Operations Officer for, and Partner at, Mitchell Capital Management. Barbara is responsible for regulatory compliance, firm-wide operational support and portfolio administration. Barbara joined the firm in 1991 in our operations team.
Barbara earned her MBA from the University of Missouri – Kansas City in 1994 and her B.S. in Finance and Economics from Creighton University in 1986.
Barbara volunteers with her church and Uplift, a Kansas City based organization that delivers basic necessities to the homeless.
JANET ROWE
INVESTMENT COUNSELOR
Jan Rowe is a Relationship Manager for, and Partner at, Mitchell Capital Management. Jan works with clients that include individuals, families and non-profit boards. Jan joined the firm in 1998.
Jan earned her B.S. in Business Administration and Marketing from the University of Missouri in 1973.
Jan and her husband run The Red Shed, an antique business in Kansas City’s West Bottoms, and they share a special interest in Kansas City artifacts. She has served on the Kansas City Zoo Learning Fund Board, currently serves as Treasurer of the Board of Directors for Rose Brooks Center, and is a member of the Junior League of Kansas City, Missouri.
TRISH REED
DIRECTOR OF OPERATIONS
Trish Reed is the Director of Operations for Mitchell Capital Management. Trish is responsible for equity trading, operational oversight and portfolio administration. Trish joined the firm in 2003.
Trish earned her Associated Degree from Kansas City, KS, Community College and has more than 30 years of financial industry experience.