Career
Mitchell Trotta has been Vice President and Portfolio Manager of Gateway Investment Advisers since January 2026. Mitchell Trotta is not listed as a control person, but directly owns under 5% of the firm. Mitchell Trotta holds a BBA from the University of Cincinnati.
Gateway Investment Advisers, LLC is a Cincinnati, OH firm with $11.6B under management, 318 clients and 10 advisers across 3 offices, as of its July 2026 filing.
Gateway’s 2024 Form ADV identifies Mitchell Trotta as a portfolio manager since 2019, following an associate portfolio manager role from 2016 to 2019 and a treasury management internship at PNC Bank from 2015 to 2016.
- – present · 2 yearsCincinnati, OH · Adviser representative · Firm CRD 146681
- – · 4 yearsCincinnati, OH · Adviser representative · Firm CRD 146681
Credentials and registrations
Professional designations
Listed by Gateway Investment Advisers
- CFA charterholder
Investment adviser representative registrations
| State | Status | Since |
|---|---|---|
| Ohio | Approved | 9 January 2024 |
- Status
- Approved
Examinations
No examinations are on Mitchell Trotta’s record.
Individual record
- Full name
- Mitchell John Trotta
- CRD
- 7082631
- Office
- 312 WALNUT STREET, SUITE 3500, Cincinnati, OH 45202-9834
- Firm bio
- gia.com
Disciplinary history is not reported here, in either direction. Check the SEC record.
Common questions
Where does Mitchell Trotta work?
Mitchell Trotta has been Vice President and Portfolio Manager of Gateway Investment Advisers, LLC since January 2026.
Is Mitchell Trotta a financial advisor?
Yes. Mitchell Trotta has a current investment-adviser registration in Ohio, through Gateway Investment Advisers since January 2024.
How many years of experience does Mitchell Trotta have?
Mitchell Trotta has 7 years in the financial industry, since May 2019, across 1 adviser firm.
Where is Mitchell Trotta based?
Mitchell Trotta’s registered office is in Cincinnati, OH.
Is Mitchell Trotta a CFA charterholder?
Gateway Investment Advisers lists Mitchell Trotta with the CFA credential (“CFA charterholder”) on its website. CFA Institute confirms certification status.
Source: Gateway Form ADV Part 2B
Leadership at Gateway Investment Advisers
- Michael BuckiusChief Executive Officer, Chief Investment Officer, Board Member, and Portfolio Manager
- Daniel AshcraftSenior Vice President, Board Member, and Portfolio Manager
- Dylan BarlowVice President and Portfolio Manager
- Daniel BeckwithSenior Vice President and Portfolio Manager
- Theresa BridgeVice President and Chief Financial Officer
- Michael KnapkeVice President, Director of Marketing
- Julie SchmuellingPresident, Chief Operating Officer, and Board Member
- Stephen SolakaSenior Vice President and Portfolio Manager
- Kenneth ToftSenior Vice President and Portfolio Manager
- Tricia TomichGeneral Counsel, Chief Compliance Officer, and Secretary
- David GiuntaBoard Member
- Maxwell HopkinsChief Risk Officer, Assistant General Counsel, and Compliance Officer
- James OrfanosBoard Member
- Eric WardBoard Member