Mitch is a Principal in the New York office. He is responsible for managing the firm’s billing process and provides financial planning analysis for the organization in the finance team.
Prior to joining the firm, he was an Associate at Lenox Wealth Advisors in New York City where he assisted in client service activities and investment operations. In addition to his time spent in the investment advisory space, he also has experience working with financial service firms and publicly traded companies in strategic communications and investor relations.
Mitch earned his Bachelor of Science in Finance and Public Relations from Syracuse University where he was a dual major.
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