Mindy Mitchell

Private Markets Advisor at Moneta Group

As the Finerty Team’s Private Markets Research Analyst, Mindy Mitchell focuses exclusively on overseeing processes and investments related to alternatives. She works closely with other members of the Investment Committee to construct customized solutions for each client’s private market portfolio. She also conducts manager diligence, manages pacing models and fosters lasting manager relationships.

Mindy joined Moneta in 2019 for the opportunity to be part of a growing team and organization. She previously held a similar role at BJC Healthcare where she worked closely with the CIO and investment team concentrating on alternative investments and overall portfolio management.

Mindy earned her Masters degree in Economics from UMSL and holds a professional designation as a Chartered Alternative Investment Analyst (CAIA).

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St. Louis, United States

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Moneta Group

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Moneta provides a full spectrum of financial planning services to successful individuals and families, empowering them to navigate life’s path and protect what they cherish.


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201-500

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