Core Wealth Management, LLC

Core Wealth Management, LLC

  • 740 State St Ste 202
  • Santa Barbara, California
  • 93101

Description

From 1994 to 1998 Mr. Mitchell was Senior High Yield Analyst with Wertheim Schroder Investment Services in New York and Los Angeles. He started his career as a research analyst with Wallington Asset Management in 1992. Benefiting from a diverse career, Mr. Mitchell has experience working with mutual funds, institutional accounts, CDO’s, and high net worth investors. In addition to his investment experience, Mr. Mitchell has an operational background in the oil refining industry with Exxon and in the mining and industrial construction industries with Chevron Resources.

11) The HFR Distressed Securities Index is comparable to the Pacificor Composite in that it consists in corporate fixed income instruments of companies trading at significant discount to their value at issuance. The Pacificor Composite differs from the HFR Distressed Securities Index in its ability to invest in foreign securities and other asset classes, as described in Pacificor's ADV. 12) Pacificor's results include its predecessor companies. Peritus Asset Management, Inc. was founded in 1995 and became a Limited Liability Company in 2001.

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