Mitch Vermet, CFA, CAIA in

Mitch Vermet, CFA, CAIA

Examiner · DISC type sc
Managing Partner at Bankers Edge Advisory
📍 Royal Oak, Michigan, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
9 Years
Current Role
Managing Partner
Location
Royal Oak, Michigan, United States
Personality Overview

How Mitch shows up

Late Adopter
Process Oriented
Status Quo Seeker

They do not like taking risks at all and go for proven options in the end. Being observant comes to them naturally. They are thorough and always follow a systematic approach.

Priorities

Topics Mitch cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

1-2024
Managing Partner
Bankers Edge Advisory
2022 - 2023
Investment Banking Associate
Doeren Mayhew Capital Advisors
2019 - 2021
Investment Analyst
Aon
2017 - 2019
Associate - Private Equity Operations
Cortland Capital Market Services LLC
2016 - 2017
Financial Analyst
Alpha IR Group
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2015 - 2016
M.A. Management
University of Michigan - Stephen M. Ross School of Business
8-2023 - 4-2025
M.S. Data Science & Business Analytics
Wayne State University College of Engineering
2011 - 2015
B.A. Economics
University of Michigan
Social presence
in
Behavioral profile

DISC profile (public)

s

Steadiness (S)

Steadiness (S) reflects the degree to which a person is likely to focus on cooperation, support and taking everyone along. Those scoring high tend to be consistent and calm.

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