Mike Mitchell, CFA,CAIA in

Mike Mitchell, CFA,CAIA

Questioner · DISC type c
Principal at Connective Capital
📍 United States

Mike Mitchell is the Founder of Connective Capital, a placement agent raising capital for diverse alternative investment vehicles. He has deep expertise in fund due diligence and fostering robust connections with institutional investors, particularly family offices. He holds BA in Economics from UC San Diego and is a CFA and CAIA charter holder.

Outside of his financial career, Mike dedicates his time as a Legacy Leader for Ambassadors of Compassion. He volunteers to help students build emotional resiliency and equip them with critical life skills to navigate future challenges, reflecting a deep commitment to youth mentorship and community well-being.

He founded and managed a discreet social network specifically tailored to the unique needs of Single-Family Offices.

Read the full overview →
Experience
10 Years
Current Role
Principal
Job Level
Leadership
Location
United States
Personality Overview

How Mike shows up

Value Seeker
Systematic
Not Easily Convinced

While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters. It is quite likely of them to ask for pricing or other concessions. They prefer to analyze every situation thoroughly.


Priorities

Topics Mike cares about

Alternative Investments
His entire career is focused on raising capital for alternative investment vehicles, including funds, SPVs, co-investments, and private companies.
Family Office Networking
He has founded multiple ventures, like Family Office Connection, to create networking groups and curated deal flow specifically for family offices.
+6 more topics Login to view topics
Career

Work history

10-2023
Principal
Connective Capital
1-2024
Legacy Leader
Ambassadors of Compassion
4-2017
Founder
Family Office Connection
12-2020 - 10-2023
Managing Director/Registered Rep
ShareNett
6-2015 - 3-2017
Managing Director
The Family Office Networks
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
1999 - 2003
BA Economics
UC San Diego
Social presence
in
Behavioral profile

DISC profile (public)

c

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

More profiles

Discover additional public profiles from our index.

Unlock the full playbookSee exactly how to sell to Mike. Free, 10 seconds.