In his role as a Wealth Advisor, Mitchell is primarily responsible for providing integrated wealth management counsel and solutions for our clients.
Mitchell is a Certified Public Accountant with over thirty years of experience in the financial services and wealth management industry. He is based in our Greensboro office.
Prior to joining Trust Company in 2008, Mitchell was a Managing Director in the Raleigh office of U.S. Trust Company. He was part of the National Multi-Family Office Group, responsible for delivering holistic and integrated solutions to meet the complex, multi-generational needs of wealthy individuals and families. Before joining U.S. Trust Company in 2005, he was a partner and member of the Management Committee at The Todd Organization where he was responsible for all aspects of client service and managed a staff of over 60 professionals. Prior to that, he spent eight years at Arthur Andersen & Co. in the tax division.
Mitchell graduated Phi Beta Kappa from the University of North Carolina at Chapel Hill with a B.S. in Business Administration (with a concentration in Accounting) in 1984.
Mitchell and his wife, Amy, have three children and three grandchildren.