Richard Mitchell, CFA, CFP, CAIA, CIPM

Portfolio Manager & Family Wealth Advisor

Richard has over 20 years in the financial services industry. He joined the Bellwether team as a Portfolio Manager & Family Wealth Advisor in 2023, looking to help individuals and families achieve their unique goals and live their lives in fulfilling ways. When he is not at work, Richard enjoys spending time with his kids, at the gym, traveling, playing tennis, skiing or on the golf course (if time allows)!

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