Phillip Mitchell, Cfa, Cpa Email and Phone Number

I am a senior investment professional with experience managing both institutional and retail investment strategies. Previously, I managed corporate and pension portfolios for Delta Dental of Michigan. In this role I was focused on formulating investment strategies that focused on the company’s long-term investment and corporate goals. My previous experience includes equity and fixed income research for CornerCap Balanced and CornerCap Small Cap Value mutual funds.In my current role I help clients formulate a complete financial strategy that involves integrating tax, investment, and retirement planning. Helping clients make sound financial decisions is mission number one for our firm.