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Investment Team

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Mitch Pletcher
President & Chief Investment Officer

Mr. Pletcher entered the financial industry in 1982 as an Investment Consultant and Portfolio Manager with Dean Witter and later continued his career at Shearson Lehman. In 1991, he founded Concord Investment Counsel. Mr. Pletcher is responsible for oversight and implementation of investments across all of Concord's strategies. Mr. Pletcher’s unique knowledge of investment management, equity research, and economic forecasting is highly regarded within Southern California's business and investment communities. He is a regular speaker with management groups of major corporations throughout California.
 
Mr. Pletcher holds a Bachelor of Science degree in Civil Engineering from Colorado State University.


Kyle Aron
Senior Analyst & Portfolio Manager

Mr. Aron is a key member of both the investment research and portfolio management divisions at Concord. He specializes in providing quantitative analysis and risk management to help build the foundations of our investment strategies. Mr. Aron further adds macroeconomic analysis and framework to Concord's perspectives, drawing from his background in economics and business. Prior to joining Concord in 2010, Mr. Aron worked as a financial advisor with Eagle Strategies, the specialized high-net-worth asset management division of New York Life.
 
Mr. Aron holds a Bachelor of Arts degree in Economics with a concentration in Finance from UCLA.

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Contact Information

Phone: (800) 497-9400
Email:
cic@cichome.com
Online Contact Form
9811 Irvine Center Drive , Suite 200
Irvine, CA 92618