MEET OUR INVESTMENT
PROFESSIONALS
PROFESSIONALS
KENNETH GREEN, CFA
President, Co-Chief Investment Officer, Director of Fixed Income, Portfolio Management & Fixed Income Research
Kenneth 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.
Kenneth 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.
Email: [email protected]
JONN WULLSCHLEGER, CFA
Vice President, Co-Chief Investment Officer, Director of Equities, Portfolio Management & Equity Research
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.
Email: [email protected]
CHRISTEN DUSSELIER, CFP®
Fixed Income Portfolio Manager, Director of Financial Planning
Christen conducts economic and fixed income research and is a member of the Fixed Income Investment Committee. 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.
Email: [email protected]
PHIL KERNEN, CFA
Fixed Income Portfolio Manager
Phil conducts fixed income research and is a member of the Fixed Income Investment Committee.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.
Email: [email protected]
BARBARA ROSZEL
Chief Compliance Officer
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.
ROB DAY
Chief Market Technician
Rob conducts equity research and is a member of the Equity Investment Committee. Rob 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.
Email: [email protected]
MILES GREEN, CFA
Equity Portfolio Manager
Miles conducts equity research and is a member of the Equity Investment Committee. Miles joined the firm in 2021.
Miles earned his Bachelor of Business Administration degree in finance from Texas Christian University in 2021. Miles is a member of the CFA Institute and the Kansas City Society of Financial Analysts.
Email: [email protected]
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.
CHEYENNE WALDEN, MBA
Client Services Specialist
Cheyenne earned her MBA degree from the University of Southern New Hampshire in 2020 and a BS in Business Administration from the University of Southern New Hampshire in 2016
Cheyenne has been an Alumni Member of Delta Mu Delta International Academic Honor Society in Business since 2016.
Cheyenne is a member of Future Business Leaders of America, Phi Beta Lambda, and has earned the highest level of achievement by receiving all four (4) FBLA Business Achievement Awards. Cheyenne is also a member of the Overland Park Chamber and has over 12 years of banking and finance industry experience.
