Mitch is a Senior Portfolio Manager for Ategenos Capital. As part of the Private Wealth team, he partners with advisors to serve their high-net-worth and institutional clients. He is also a member of Ategenos Capital’s Investment Committee.

Prior to joining Ategenos Capital, Mitch was the associate head of the wealth advisory practice at Brinker Capital Investments. Mitch and his team were responsible for collaborating with financial advisors to design and implement customized investment solutions for high-net-worth individuals and institutions.

Mitch brings with him over 22 years of experience in the investment management industry, with previous roles in portfolio management and investment research at TD Wealth, Wells Fargo Private Bank, and Garnder Lewis Asset Management. 

Mitch received his Bachelor’s degree in Finance with a minor in Japanese from the University of Notre Dame. He holds his FINRA Series 7 and 66 licenses and is a CFA charterholder.