Toby Mitchell (Stifel)

A veteran of the financial industry, Toby Mitchell joined Stifel in March of 2016. He is a member of The CR Wealth Management Group, a 11-member team of financial professionals within Stifel. As Vice President/Investments, Toby Mitchell is tasked with providing comprehensive wealth management services to individuals, families, nonprofit organizations, and large enterprises. His team offers expertise in a variety of financial areas, including pension plans and endowments.

Mr. Mitchell formerly held the role of financial advisor at Morgan Stanley, where he worked for nearly four years. In his role, he assessed clients’ financial situations to determine viable options to help them pursue their goals. He provided both long- and short-term possible solutions and executed strategies based on clients’ investment decisions.

Outside his career, Mr. Mitchell enjoys supporting local sports teams, including the Buffalo Bills and New York Knicks. When time permits, he likes to travel to Martha’s Vineyard to visit family. His other interests include weightlifting and rebuilding classic cars.