Naples
Mitchell Dario, CFA
Executive Vice President, Senior Portfolio Manager
Mitch Dario is responsible for researching, analyzing, and monitoring investment assets for client portfolios, and advising clients on investment strategies that align with their financial goals and time horizons. Before relocating to Naples, FL to join the team, Mitch served as a Senior Research Analyst and Team Lead at Bridgewater Associates in Westport, CT. He performed investment research and analysis for large public pensions, sovereign wealth funds, and corporations on a broad range of topics, including portfolio construction and hedging, proprietary strategy design and positioning, and global market outlook. His New York-based career included serving as an analyst at SECOR Asset Management where he analyzed, valued and researched investments with over $20 billion in aggregate market value for SECOR’s hedge fund strategies and portfolio solutions businesses. He also served as a Senior Consultant in the Financial Services Office at EY advising large multi-national banks and investment managers on financial product valuation, risk management and performance improvement opportunities. Mitch obtained his Bachelor of Science degree in finance from Lehigh University, Bethlehem, PA and is a Chartered Financial Analyst Charter holder, as well as a member of New York Society of Securities Analysts.
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