Mitchell K. Smith
Managing Principal
Since 1994, Mitchell has been active in the financial services sector. As a prolific entrepreneur, he has established and divested multiple enterprises and served in various executive roles such as CEO, President, Chief Financial Planner, and Chief Investment Officer.
Skilled at navigating and bridging the languages of both insurance and asset management industries, he’s collaborated with leading investment advisory firms, private equity firms, accounting, legal practices, and insurance companies on a wide range of topics including estate and business planning, investments, psychology, and insurance to product development, marketing, and ethics.
His guidance in practice management and coaching has supported numerous professionals and organizations. Mitch has been a member of several committees, pertaining to investments policy, insurance, regulation, operations, and design. A popular speaker, he also frequently shares his knowledge through various media channels.
On a personal note, he takes great pride in his 30+ year marriage and raising three successful children.