Phillip Mitchell, CFA, CPA
Login to view DISC.Phillip is the President of Kroon & Mitchell Asset Management, where he specializes in creating integrated financial strategies for individuals and small businesses. He leverages his background managing institutional portfolios at Delta Dental and holds both CFA and CPA certifications. Phillip earned his bachelors and masters degrees from Michigan State University.
Outside of his professional work, Phillip resides in the Grand Rapids, Michigan area with his wife and two children. He stays current on financial news through publications like the Financial Times and CNN Business.
Phillip holds dual high-level designations as a Chartered Financial Analyst (CFA) and a Certified Public Accountant (CPA).
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