Mischler Financial Group is the American financial services industry's oldest minority investment bank and institutional brokerage owned and operated by Service-Disabled-Veterans and is the first Finra member firm to become a federally-certified-Servic...

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Mischler Financial Group

Mischler Financial Group's headquarters in Newport Beach, CA, United States

Dean Chamberlain

Carl E. Spangler

Ed Schwartz

Domingo Alonso

Lenny Wellenius

Glen Capelo

Robert H. Karr

Doyle L. Holmes

The Capital Markets Team at Mischler Financial Group facilitates the buying and selling of securities, manages debt and equity underwriting, and provides strategic advisory services. They support both fixed income and equity markets with expertise in trading, syndication, and public finance, leveraging their unique position as a minority and veteran-owned firm to deliver tailored financial solutions to a diverse clientele.

Capital Markets Team

The Investment Management Team at Mischler Financial Group focuses on developing and implementing investment strategies, managing client portfolios, conducting market analysis, and optimizing asset allocations. They work closely with clients to meet their financial goals while ensuring compliance with industry regulations and best practices.

Investment Management Team

The Leadership Team at Mischler Financial Group is responsible for setting the strategic direction of the firm, overseeing its operations, and ensuring compliance with industry regulations. Comprised of experienced professionals, including the Principal, CEO, and Managing Directors, this team fosters innovation and collaboration while promoting the company’s mission to serve as a leading minority investment bank owned by Service-Disabled Veterans. Their leadership drives growth, operational excellence, and commitment to diversity in the financial services sector.

Leadership Team

The Administrative and Office Support team at Mischler Financial Group handles a range of essential tasks including client services, marketing, and internal office management. They ensure smooth daily operations, manage client communications, coordinate marketing efforts, and provide organizational support to enhance overall efficiency and productivity.

Mischler Financial Group

Org chart

Teams

Capital Markets Team

Investment Management Team

Leadership Team

Administrative and Office Support

Offices

Mischler Financial Group

Org chart

Teams

Capital Markets Team

Investment Management Team

Leadership Team

Administrative and Office Support

Offices

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