Broker Check
Satyaki (Seth)  Mitra, MSF

Satyaki (Seth) Mitra, MSF

Investment Specialist

Seth joins our team at Okun Financial Group with a strong background and love for finance and investing.  Seth has a masters in finance from the Trinity College, Dublin. He has enjoyed working in the financial field for some time. He has past experience in working with Fidelity Investments and Merrill Lynch. 

Seth looks forward to working in the primary role of portfolio construction. He works with Kathie on your portfolio design, asset allocation, risk analysis, finding the proper diversification for you and helping to select your investment holdings along with the input of Kathie who always knows your goals. Seth will provide us with detail from his research and help put together your comparisons as we rebalance your portfolio over time. 

Seth looks forward to meeting you. If you detect an accent, Seth was born in India and grew up in Dublin, Ireland. He looks forward to assisting Kathie and the whole team to design and grow your portfolio of investments.