Three core pillars define Mitch’s time and life: family, business, and community.
In 2022, Mitch created the Capital Family Office division of CIA. Today, he partners with Mike to serve and advise CFO families and provide oversight as a division of Capital Investment Advisors.
Mitch has been a proud member of the CIA family since 2005. Today, his role is two-fold. As Managing Partner, he heads the Leadership Team, guiding the company toward its long-term vision while continuously working to maintain the stellar reputation of its present-day culture. Mitch also sits on the CIA Investment Committee.
As a Senior Investment Advisor, Mitch works chiefly with families that operate or have sold a business or inherited wealth. Regardless of the client, Mitch’s goal is to help them find happiness in retirement. As a CERTIFIED FINANCIAL PLANNER™ practitioner, Mitch’s education, training, and experience are crucial to assisting clients regardless of their unique financial situation.
Mitch is a proud Georgia Bulldog, graduating from the Terry College of Business at The University of Georgia with a BBA in Finance. He is also a Leonard Leadership Scholar, a competitive leadership program in the business school that selects only the top thirty students to collaborate with some of the greatest business minds the U.S. has to offer. He enjoys giving back by supporting his alma mater. He has previously served as an officer for the Terry College of Business Young Alumni Board and as Chairman of the Board of Trustees for the Student Managed Investment Fund.
Mitch lives in the Virginia Highland neighborhood of Atlanta with his beautiful wife, Jenny, and their two terrific children, Micah and Ayla. On weekends, you can find them strolling North Highland in search of dinner and ice cream. In addition to spending time with his family and helping clients find happiness, Mitch’s passions include golf, fly fishing, grilling, exercise, and attending Braves and Bulldogs games.