Mitch joined the firm in 2016 and has over 20 years of investment management industry experience. Prior to joining Capital Advisors, Mitch served as the Director of Fixed Income for a $5+ billion multi-family office in Dallas, TX, where he managed high net worth individuals’ bond portfolios along with implementing the firm’s strategic fixed income product offerings. Mitch spent the first ten years of his career at Sterling Capital Management in Charlotte, NC, the $50+ billion investment management division of BB&T Corp, as a fixed income portfolio manager overseeing institutional clients’ taxable and municipal bond portfolios.
Mitch earned a Bachelor of Arts in Economics from the University of North Carolina at Chapel Hill and holds the Chartered Financial Analyst (CFA) designation. Mitch is married and has two sons and a daughter.