Financial Services >> Analyst Interviews >> July 31, 2024
Mitchel Penn, CFA, is Managing Director and Senior Analyst covering business development companies for Oppenheimer & Co. Inc. Prior to joining Oppenheimer, he followed business development companies at Janney Montgomery Scott. In addition, he was an Equity Portfolio Manager/Financial Analyst at Legg Mason Capital Management from 2001 to 2012 where he specialized in financial companies. Prior to this, Mr. Penn managed fixed income portfolios at Legg Mason Capital Management and Aetna. He began his career as an accountant at Price Waterhouse in 1981. Mr. Penn is a member of the Baltimore CFA Society and has served as President and also on the board of directors. He holds a B.A. from Villanova University and an MBA from the University of Chicago. Profile
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TWST: I understand that you began covering BDCs, or business development companies, at Oppenheimer and Co. in 2021, but that your background in finance stretches back much
