Mitchel Schlesinger, Cfa
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Mitchel Schlesinger, Cfa Email & Phone Number

Chief Investment Strategist, Senior Portfolio Manager at Evermay Wealth Management, LLC
Location: Arlington, Virginia, United States 8 work roles 2 schools
1 work email found @evermaywealth.com 6 phones found area 301, 805, 703, 310, 661, and 901 LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 6 phones

Work email m****@evermaywealth.com
Direct phone (301) ***-****
LinkedIn Profile matched
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Current company
Evermay Wealth Management, LLC
Role
Chief Investment Strategist, Senior Portfolio Manager
Location
Arlington, Virginia, United States
Company size
10 employees

Who is Mitchel Schlesinger, Cfa? Overview

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Quick answer

Mitchel Schlesinger, Cfa is listed as Chief Investment Strategist, Senior Portfolio Manager at Evermay Wealth Management, LLC, a company with 10 employees, based in Arlington, Virginia, United States. AeroLeads shows a work email signal at evermaywealth.com, phone signal with area code 301, 805, 703, 310, 661, 901, and a matched LinkedIn profile for Mitchel Schlesinger, Cfa.

Mitchel Schlesinger, Cfa previously worked as Senior Investment Strategist, Senior Vice President at Wells Fargo Private Bank and Principal at Stone Bridge Investment Partners. Mitchel Schlesinger, Cfa holds Master Of Business Administration (Mba), Corporate Strategy from University Of Michigan - Stephen M. Ross School Of Business.

Company email context

Email format at Evermay Wealth Management, LLC

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*@evermaywealth.com
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AeroLeads found 1 current-domain work email signal for Mitchel Schlesinger, Cfa. Compare company email patterns before reaching out.

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Profile bio

About Mitchel Schlesinger, Cfa

*** NEW CONTACT INFO: 202-293-9113 ***Mitch is an experienced and respected wealth management leader with over 30 years’ professional investment experience, serving as trusted partner to affluent families, trusts, foundations, endowments, international dignitaries and corporate pension plans. If life were a movie, Mitch would view his role as similar to Robert Duvall's "consigliere" in The Godfather: Adviser and counselor, trusted friend and confidant, and one of the few in the family who can challenge the boss to make sure subsequent plans are foolproof. If only life were a movie!

Listed skills include Investment Management, Portfolio Management, Private Wealth, Dividends, and 42 others.

Current workplace

Mitchel Schlesinger, Cfa's current company

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Evermay Wealth Management, LLC
Evermay Wealth Management, Llc
Chief Investment Strategist, Senior Portfolio Manager
washington, district of columbia, united states
Website
evermaywealth.com
Employees
10
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8 roles · 37 years

Mitchel Schlesinger, Cfa work experience

A career timeline built from the work history available for this profile.

Senior Investment Strategist, Senior Vice President

Wells Fargo Private Bank

Senior Investment Strategist for select clients of The Private Bank at Wells Fargo. Worked with affluent family groups, private trusts, foundations and endowments, providing them with tailored investment solutions to help manage risk and preserve the wealth they have built. My role included managing discretionary investment portfolios comprised of fixed.

Jan 2018 - Apr 2021

Principal

Stone Bridge Investment Partners

Washington D.C. Metro Area

Founder and Principal of Stone Bridge Investment Partners LLC, a Washington DC-area boutique investment advisory firm, with responsibility for implementing the firm's strategies, overseeing all aspects of the firm's operations, and guiding the firm's clients to put their strategic wealth plans into action.

Sep 2016 - Jan 2018

Senior Managing Adviser

United Capital Financial Advisers, Llc

Washington D.C. Metro Area

Led the transition of a $1 billion+ local investment management practice to the parent firm’s national wealth advisory platform, successfully retaining clients while driving significant new revenue opportunities.

May 2015 - Sep 2016

Managing Director And Chief Investment Officer

Fbb Capital Partners

Bethesda, MD

Directed all investment management operations, including designing the firm's investment processes, overseeing asset management, developing client-focused portfolio strategies, and conducting investment analysis for a firm named to the Top 300 Registered Investment Advisers by the Financial Times.

Feb 2002 - Nov 2014

Managing Director, Trusts & Investment Management

Riggs & Co.

Washington D.C. Metro Area

Led strategic investment planning initiatives to grow and expand the personal trust and investment management businesses, including successful development of new business development programs for international embassy relationships. Managed individual and trust account portfolios valued at $100+ million.

2000 - 2002 ~2 yrs

Associate, Private Client Services

Goldman Sachs

Memphis, Tennessee

Managed investments for affluent clients and families in one of first fee-based advisory teams within the firm’s brokerage unit. Partnered with clients to define wealth goals and develop custom investment strategies, including venture capital and other alternative investment vehicles.

1996 - 2000 ~4 yrs

Investment Analyst, Treasury & Pension

Teledyne

Greater Los Angeles Area

Conducted fundamental research and analysis, evaluating equity holdings in the semiconductor, telecommunications, energy, and utility industries; traded fixed income securities for $6 billion defined-benefit pension and 401k savings plans; and managed a $100 million corporate cash portfolio including all short-term fixed income instruments and repurchase.

1989 - 1994 ~5 yrs
Team & coworkers

Colleagues at Evermay Wealth Management, LLC

Other employees you can reach at evermaywealth.com. View company contacts for 10 employees →

BF Brian Fyock, Cfp®, Cpa Brian Fyock, Cfp®, Cpa Colleague at Evermay Wealth Management, LlcArlington, Virginia, United States, United States View → RL Ross Loomis, Cfa Ross Loomis, Cfa Colleague at Evermay Wealth Management, LlcArlington, Virginia, United States, United States View → JA Joni Alt, Cfp® Ea Joni Alt, Cfp® Ea Colleague at Evermay Wealth Management, LlcArlington, Virginia, United States, United States View → EP Elaine Pugh Elaine Pugh Colleague at Evermay Wealth Management, LlcManassas, Virginia, United States, United States View → CS Camille Svitek, Cfa, Cfp® Camille Svitek, Cfa, Cfp® Colleague at Evermay Wealth Management, LlcWashington, District Of Columbia, United States, United States View → ES Elizabeth S. Larson, Cfa Elizabeth S. Larson, Cfa Colleague at Evermay Wealth Management, LlcWashington, District Of Columbia, United States, United States View → WP William Pitt William Pitt Colleague at Evermay Wealth Management, LlcWashington, District Of Columbia, United States, United States View → AS Andy Sponaugle, Cfp® Andy Sponaugle, Cfp® Colleague at Evermay Wealth Management, LlcPurcellville, Virginia, United States, United States View → SR Sean Rogers Sean Rogers Colleague at Evermay Wealth Management, LlcArlington, Virginia, United States, United States View → MR Mai Ramirez Mai Ramirez Colleague at Evermay Wealth Management, LlcSilver Spring, Maryland, United States, United States View →
2 education records

Mitchel Schlesinger, Cfa education

FAQ

Frequently asked questions about Mitchel Schlesinger, Cfa

Quick answers generated from the profile data available on this page.

What company does Mitchel Schlesinger, Cfa work for?

Mitchel Schlesinger, Cfa works for Evermay Wealth Management, LLC.

What is Mitchel Schlesinger, Cfa's role at Evermay Wealth Management, LLC?

Mitchel Schlesinger, Cfa is listed as Chief Investment Strategist, Senior Portfolio Manager at Evermay Wealth Management, LLC.

What is Mitchel Schlesinger, Cfa's email address?

AeroLeads has found 1 work email signal at @evermaywealth.com for Mitchel Schlesinger, Cfa at Evermay Wealth Management, LLC.

What is Mitchel Schlesinger, Cfa's phone number?

AeroLeads has found 6 phone signal(s) with area code 301, 805, 703, 310, 661, 901 for Mitchel Schlesinger, Cfa at Evermay Wealth Management, LLC.

Where is Mitchel Schlesinger, Cfa based?

Mitchel Schlesinger, Cfa is based in Arlington, Virginia, United States while working with Evermay Wealth Management, LLC.

What companies has Mitchel Schlesinger, Cfa worked for?

Mitchel Schlesinger, Cfa has worked for Evermay Wealth Management, Llc, Wells Fargo Private Bank, Stone Bridge Investment Partners, United Capital Financial Advisers, Llc, and Fbb Capital Partners.

Who are Mitchel Schlesinger, Cfa's colleagues at Evermay Wealth Management, LLC?

Mitchel Schlesinger, Cfa's colleagues at Evermay Wealth Management, LLC include Brian Fyock, Cfp®, Cpa, Ross Loomis, Cfa, Joni Alt, Cfp® Ea, Elaine Pugh, and Camille Svitek, Cfa, Cfp®.

How can I contact Mitchel Schlesinger, Cfa?

You can use AeroLeads to view verified contact signals for Mitchel Schlesinger, Cfa at Evermay Wealth Management, LLC, including work email, phone, and LinkedIn data when available.

What schools did Mitchel Schlesinger, Cfa attend?

Mitchel Schlesinger, Cfa holds Master Of Business Administration (Mba), Corporate Strategy from University Of Michigan - Stephen M. Ross School Of Business.

What skills is Mitchel Schlesinger, Cfa known for?

Mitchel Schlesinger, Cfa is listed with skills including Investment Management, Portfolio Management, Private Wealth, Dividends, Asset Allocation, Wealth Management, Retirement Income Strategies, and Asset Management.

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