Mitchell specializes in delivering integrated investment, tax, and financial planning advisory services for high-net-worth individuals, executives, and families. As the head of the WealthCrossing investment committee, he oversees the alignment of client portfolios to their financial goals.

Prior to coming on board, Mitchell was Associate Vice President at Davenport & Company, where he provided support services to financial advisors serving state and local governments and assisted with their issuance of municipal debt. He graduated from Virginia Tech in 2017 with a Bachelor’s degree in Finance and is a Richmond native.

In his spare time, Mitchell watches sports, snowboards and works on his golf game.