Executive Wealth Manager, Principal
Mitch joined Sage in 1997, and the long-term relationships he has with his clients is one of his greatest professional rewards. He is a Certified Public Accountant (CPA) who worked as a Senior Accountant for Richard A. Eisner & Co. in New York before coming to Sage. Mitch has been recognized repeatedly as a FIVE STAR INVESTMENT ADVISOR by Philadelphia Magazine.
Mitch graduated from The Ohio State University with a B.S. in Accounting. Mitch is on the Board of Directors and is the Treasurer of Simon’s Fund, a local non-profit dedicated to raising awareness about the conditions that lead to sudden cardiac arrest and death in children.
What inspires you about your job?
Every client is unique and different, and I enjoy getting to know them and their families. I love that I have been doing this for 20 years now and have seen so many of my clients’ plans come to life.
What do you love most about being part of Sage?
I love the culture, I love the people I work with, and I love working as a team to help our clients get the best level of service possible. I feel fortunate to be part of a team that puts so much into making the client experience a great one.