Mitchel H. Green
Senior Operations Associate
Mitch started at Clearstead in 2016 as a Performance Analyst and is now a Senior Operations Associate. 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.
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