Mitchel H. Green
Director, Institutional Operations
Mitch started at Clearstead in 2016 as a Performance Analyst, moved on to Portfolio Management and is now Director of Institutional Operations. In this position, he oversees the service provided to all of Clearstead’s Institutional clients. He is also a member of the Institutional Discretionary Services Committee and acts as the Portfolio Manager for many of the Institutional Consulting Group’s relationships.
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.
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At Clearstead, we create integrated, prudent, and custom strategies that bring clarity to you or your organization’s financial future.
Clearstead is an independent financial advisory firm serving wealthy families and leading institutions across the country. As a fiduciary, it provides wealth management services and investment consulting to help clients meet their financial objectives, achieve their aspirations, and build stronger futures.
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