Toby Mitchell (Stifel)

Toby Mitchell serves as Vice President/Investments at Stifel's New York City office as a member of The CR Wealth Management Group. Drawing on his comprehensive wealth management experience as well as a commitment to objectivity and simplicity, he works with a variety of clients, from individuals and families to foundations and corporations. Toby Mitchell holds several licenses, including Series 3, Registered Commodity Representative and Series 7, General Securities Representative. He is passionate about helping clients at Stifel develop and execute a strategy tailored to their individual financial needs.

Toby Mitchell began his career at Citigroup in 2000, before joining Morgan Stanley in 2012, where he served as a financial advisor for four years. He attended Baltimore's Johns Hopkins University and earned an undergraduate degree in economics. When he is not working, he enjoys spending time at his family vacation home in Martha's Vineyard, Massachusetts. He also enjoys skiing, especially at Vermont's Okemo and Stratton Mountains, and at various resorts in Utah and Colorado.