Mitchel H. Green
Performance Analyst, Performance Reporting and Operations
Mitch started at Clearstead in 2016 as a Performance Analyst. In this role, Mitch is responsible for the data integrity of our Institutional reporting platform. He is a member of the Institutional Discretionary Services Committee and acts as the Portfolio Manager for the Institutional Consulting Group’s discretionary relationships. Mitch is also a leading authority on the firm’s trading and rebalancing software.
Prior to joining Clearstead, Mitch worked as a Financial Services Professional, Broker and Stock Plan Services Specialist at Charles Schwab. He holds a Bachelor of Science in Finance from Cal State University Northridge.
Find Your Clarity
We bring our clients objective financial leadership through our fee-only advisory model, which enables us to remain objective. We do not offer proprietary products and take no commissions from product sales: our only source of revenue is fees we receive for financial advice. True to our founding principles, we do the hard work: the day-to-day investment management integrated with organizational priorities and family aspirations.
1100 Superior Avenue East
Suite 700 | Cleveland, Ohio 44114