Ben Mitchell, CIMA

Ben is responsible for managing the relationships with brokerage firms in addition to working with independent advisors and other intermediaries on a more limited basis.

Ben previously served as Vice President and Regional Wealth Management Consultant at RBC, covering the Southern and Mid-Atlantic regions. Ben’s past experience also includes long tenures at Morgan Stanley and then Smith Barney, where he was Senior Vice President and National Sales Director for Smith Barney Consulting Group, based in New York.

Ben earned an MBA from Texas Christian University and previously graduated with a B.S. in Finance from Brigham Young University. He is a Certified Investment Management Analyst (CIMA) and carries various NASD securities licenses.

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Mutual Fund Distributor: Rafferty Capital Markets, LLC, Garden City, NY 11530