Mitch Comport, CFA®

Mitch brings a blend of institutional finance and capital markets experience to the team. He focuses on translating complex financial concepts and market dynamics into clear, practical strategies aligned with each client’s goals. He believes the strongest financial planning relationships are built over time through trust, communication, and a shared commitment to helping clients pursue what matters most to them.

Mitch has spent his career in banking and investment management. Most recently, he served as a Senior Associate at Dimensional Fund Advisors, where he consulted with financial advisors on investment and wealth strategies for their clients. Prior to that, he served as an Associate Director of Corporate Derivatives at Huntington National Bank, after beginning his career as a commercial credit analyst at KeyBank.

Mitch graduated summa cum laude from John Carroll University with a Bachelor of Science in Economics. He earned the Chartered Financial Analyst (CFA) designation in 2023.

Mitch calls Mint Hill home after moving from Cleveland, Ohio, in 2024. Outside the office, he enjoys getting lost in a good book and exploring the hiking and backpacking trails throughout North Carolina.