Scott Palmer, CFA
Managing Director, Private Client Practice
Charlie Mitchell is a Senior Investment Director for the Private Client Practice at Cambridge Associates.
Charlie joined CA in 2017 and advises on asset allocation strategy, portfolio construction, and manager selection for institutions and families based in the US and Canada. Before his current role, Charlie worked as an Investment Analyst as well as a Compliance Associate.
Outside of his work as an investor, Charlie is an active member of CFA Society Boston. He also volunteers with organizations like Vocational Capital, where he mentors students to prepare them for careers in finance and investment, as well as the Rescue Mission.
Prior to joining CA, Charlie worked at The Vanguard Group, where he began his career as a Fund Financial Associate.
He received his BA from Gordon College. He is also a CFA® charterholder.
Our Latest Thinking
Sheetal Zundel
Senior Director, Client Solutions, Private Client Practice
Sean Sullivan
Senior Investment Director, Private Client Practice
Buck Reynolds, CFA
Senior Investment Director, Private Client Practice
Wilbur Kim, CFA
Partner, Private Client Practice