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.

.

Clearstead is an institutional and private client advisory firm that is relentless in providing solutions so our clients can exceed their aspirations and build stronger legacies for their families, their communities, and themselves.

LEGAL STATEMENT

PRIVACY POLICY

CONTACT US

1100 Superior Avenue East
Suite 700 | Cleveland, Ohio 44114
216-621-1090

FOLLOW US