San Jose

David Mitchell

Director – Fund Services

David joined JTC in 2025 and has almost ten years’ experience in financial services.


Get in touch with David

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Highlights

Within his role, David’s primary responsibility is to build JTC’s fund administration presence on North America’s West Coast.

David has a deep understanding of fund administration and functions. His expertise spans key asset classes, including private equity, venture capital and commercial real estate.

David started his career working on an institutional trading desk, with an emphasis on municipal bonds in fixed income. During this time, he obtained his Series 7 and Series 63 licenses. More recently, he has worked for several well-known fund administrators.

In their spare time

In his spare time, David contributes to the non-profit organisation, The Guardsmen. He also enjoys reading, cooking, travelling, playing golf and has an avid interest in cycling in and around Marin County.

Qualifications

  • MBA, with a concentration in Finance and Marketing
  • Series 7 (inactive)
  • Series 63 (inactive)

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