Mitchel Evan Needelman
Portfolio Manager-Equities at Spectrum Asset Management, Inc. (California)
Profile
Mr. Mitchel E.
Needelman, CFA MBA, is a Principal & Senior Portfolio Manager at Spectrum Asset Management, Inc. (California).
Prior to his work at Spectrum, Mr. Needelman served for 15 years as President of Needelman Asset Management, Inc., a Registered Investment Advisor located in Orange County, CA that was successfully merged into Spectrum in 2018.
He holds a BA in Liberal Arts and Sciences with a minor in Information Decision Systems from San Diego State University, and an MBA with emphasis in Finance and Accounting from the University of California, Irvine.
Mitchel Evan Needelman active positions
| Companies | Position | Start |
|---|---|---|
Spectrum Asset Management, Inc. (California)
 Spectrum Asset Management, Inc. (California) Investment ManagersFinance Spectrum Asset Management, Inc. (Spectrum) is an independent registered investment advisor headquartered in Newport Beach, California. The firm was founded by Roland D. Kelly in 1987. Spectrum provides investment advisory services to trusts, individual, other investment advisers, foundations, corporations, and company retirement plans. | Portfolio Manager-Equities | - |
Former positions of Mitchel Evan Needelman
| Companies | Position | End |
|---|---|---|
Needelman Asset Management, Inc.
 Needelman Asset Management, Inc. Investment ManagersFinance Needelman Asset Management, Inc. (Needelman) is a wealth management firm and registered investment advisor headquartered in Ladera Ranch, California, founded by Chet Needelman in 2002. Needelman is a subsidiary of Spectrum Asset Management, Inc., an SEC-registered investment adviser, whose principal owner is Ryan L. Kelly. The firm provides investment management services to high net-worth individuals, pension and profit sharing plans, charitable organizations and corporations. | President | 2019-12-03 |
Training of Mitchel Evan Needelman
| University of California, Irvine | Masters Business Admin |
| San Diego State University | Undergraduate Degree |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
Needelman Asset Management, Inc.
Needelman Asset Management, Inc. Investment ManagersFinance Needelman Asset Management, Inc. (Needelman) is a wealth management firm and registered investment advisor headquartered in Ladera Ranch, California, founded by Chet Needelman in 2002. Needelman is a subsidiary of Spectrum Asset Management, Inc., an SEC-registered investment adviser, whose principal owner is Ryan L. Kelly. The firm provides investment management services to high net-worth individuals, pension and profit sharing plans, charitable organizations and corporations. | Finance |
Spectrum Asset Management, Inc. (California)
Spectrum Asset Management, Inc. (California) Investment ManagersFinance Spectrum Asset Management, Inc. (Spectrum) is an independent registered investment advisor headquartered in Newport Beach, California. The firm was founded by Roland D. Kelly in 1987. Spectrum provides investment advisory services to trusts, individual, other investment advisers, foundations, corporations, and company retirement plans. | Finance |
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