As a Private Markets Advisor, Mindy Mitchell oversees investments and processes related to alternatives. She leads the team’s sourcing, due diligence, communication initiatives, and ongoing oversight of the alternative investment solutions Moneta delivers. Mindy also works closely with clients and Advisors to understand each individual’s long-term goals and broader portfolio, resulting in a customized portfolio tailored for each individual.
Mindy joined Moneta in 2019 for the opportunity to be part of a growing team and organization. She previously held a similar role on the institutional side at BJC Healthcare, where she worked closely with the CIO and investment team concentrating on alternative investments and overall portfolio management.
Mindy earned her master’s degree in Economics from the University of Missouri and holds a professional designation as a Chartered Alternative Investment Analyst (CAIA).
Outside of work, Mindy enjoys spending time with friends and family. Her husband and his three kids keep them plenty busy with their extracurricular activities. In their spare time, Mindy and her husband are avid mountain bikers and find time to travel the country together to race and see new places.
- Chartered Alternative Investment Analyst (CAIA)
