Toby Mitchell (Stifel)

New York, NY United States

Vice President/Investments

Finance / Banking / Insurance

At the New York City office of the investment banking firm, Stifel, Toby Mitchell serves as a Vice President/Investments for The CR Wealth Management Group. As one of the 11 members comprising this team, he delivers a full range of financial management services individually tailored to the needs of foundations and endowments, highly affluent families and individuals, and corporations, among other select clients. Toby Mitchell brings to Stifel an extensive background in investment planning, having begun his career over 15 years ago at Citigroup.