Mitchell serves as a primary point of contact for Willow Street clients, working closely with families and their advisors, including legal, tax/accounting, investment, and banking leads. He is responsible for trust administration, financial reporting and analysis, cash flow management, and special projects.
Prior to joining Willow Street, Mitchell served on the Trust Administration team at Laurel Trust Company. He holds the Certified Trust and Fiduciary Advisor (CTFA) designation from the American Bankers Association, a course of study that hones the technical skills and competencies required to perform complex trust administration responsibilities.
Originally from California, Mitchell earned a BS in Business Administration with a major in Finance from the University of Nevada, Reno. Outside of work, he enjoys mountain biking, snowboarding, fishing, and hunting.
