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Sarah (Mason) Mitchell profile image

Sarah (Mason) Mitchell

Managing Director, Head of Client Relations at DGV Solutions LP
Intro Book
Experienced finance professional with a strong educational background and diverse work experience.
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Location
Minneapolis, Minnesota, United States, US
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Bio

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Sarah (Mason) Mitchell is a seasoned finance professional with experience in investment advisory, client relations, and leadership. She holds a Master of Arts in Early Childhood Education and a Certified Holistic Health Coach designation. With a strong educational background and diverse work experience, Mitchell excels in developing strategies to support investment goals and maintaining productive client relationships. Mitchell has held various roles, including Managing Director at DGV Solutions LP, Director at Epoch Investment Partners, and Founder of Mason Made Specialty Health Food Baking Company. She has also worked at PineBridge Investments and Brunswick School.

Experience

  • DGV Solutions LP
    • Minneapolis, MN
    • Managing Director, Head of Client Relations
      • Mar 2021 - Present
      • Minneapolis, MN

      DGV Solutions LP is a registered investment adviser delivering institutional products and solutions. DGV’s main product, the DGV Enhanced U.S. Equity Fund, executes an options-based strategy seeking to enhance risk-adjusted returns relative to passive long-only exposure to the S&P 500 Index.

  • Epoch Investment Partners
    • Greater New York City Area
    • Director, Client Relations
      • Sep 2011 - Mar 2021
      • Greater New York City Area

      Client Relationship Manager/ Sales Executive with proven ability to achieve and exceed business development goals. Skilled at consulting with clients to identify and analyze financial opportunities and develop strategies that support investment goals. Excellent presentation and communication skills. Excels at maintaining productive client relationships and peer collaboration.

  • Mason Made Specialty Health Food Baking Company
    • Greater New York City Area
    • Founder, Recipe Research & Development
      • 2012 - 2016
      • Greater New York City Area

  • PineBridge Investments
    • United States
    • Financial Services
    • 700 & Above Employee
    • Relationship Manager
      • Jan 2009 - Sep 2011

    • Associate Relationship Manager
      • Jul 2007 - Dec 2008

  • Brunswick School
    • Assistant Teacher and Coach
      • Aug 2005 - Jun 2007

  • Zhang Partners
    • Shanghai, China
    • Legal Assistant
      • Jun 2006 - Aug 2006
      • Shanghai, China

Education

  • 2001 - 2005
    Amherst College
    Psychology
  • 1997 - 2001
    The Blake School
  • 1985 - 1997
    Lake Country Montessori School
  • Institute for Integrative Nutrition
    Certified Holistic Health Coach
  • Manhattanville College
    Master of Arts - MA Teaching - Early Childhood Education, Education

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Industry Focus. “Investment Banking.”

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