About
Mitchell divides his time among a variety of different aspects in the workplace, primarily supporting operations and the overall client process. He is passionate about the industry and enjoys assisting advisors in any of their needs, while learning from their vast knowledge and experience. Mitchell is also in the process of acquiring an MBA with a focus in accounting. Outside of work, Mitchell enjoys going to sports events, traveling, and golfing.
Education
John Carroll University
Masters of Business Administration, Accounting (2024)
Valparaiso University
Bachelor of Science in Business Administration, Finance (2023)
Dave Lightner
CEO/Founder
T.J. Gliha
President
Lauren MacLaren
Senior Vice President, Family Wealth
Pete Franz
Chief Investment Officer
Anthony Gargano
Senior Vice President, Operations
David Olson
Senior Vice President, Private Client
Adam Bruderly
Senior Vice President, Head of Learning & Development
Michael Baker
Vice President, Wealth Management
Dan Romic
Vice President, Wealth Management
Bryan Costin
Vice President, Private Client
Amy White
Director, Client Service
Jim Myers
Director, Wealth Management
Jack LaLiberte
Manager, Investments
Amber Moran
Manager, Client Accounting
Nick Paterniti
Senior Associate, Private Client
Jill Warfel
Manager, Client Service
Karen Ksiezyk
Senior Associate, Client Accounting
Barb Spehar
Associate, Client Service
Charlie Hruby
Associate, Client Service
Jacquelin Hollan
Associate, Client Service