When addressing wealth management, Mitchell and his team seek to develop an asset allocation strategy based upon their clients’ tolerance for risk and overall long-term objectives. Their team was built to work with affluent families just like yours. Mitchell wants his clients to feel safe and takes comfort in knowing his mission is to help them any way he can, regardless of direction.
Mitchell received his BA in Accounting from The George Washington University, and an MBA in Finance from New York University. Prior to joining Wells Fargo Advisors, he held similar positions in the private client groups of Morgan Stanley, UBS, and Oppenheimer & Co. Mitchell started his career as the Director of Research at a hedge fund, where he designed sophisticated multi-asset portfolios for institutional investors utilizing non-traditional asset classes.