Mitchell Feingold

Mitchell Feingold, CTFA
Senior Vice President Advice & Planning Strategist

281 Witherspoon St

Suite 110,

Princeton, NJ 08540

About me

Background

Mitch is a Senior Vice President and Advice & Planning Strategist with Truist Wealth. With 30 years of experience, he is responsible for advising high net worth families on complex estate, trust, tax* and financial planning issues. He collaborates with an integrated team of professionals in investment management, trust, and banking services to assist clients address their financial goals and objectives. Other areas of experience include wealth structuring, philanthropic planning, business succession planning and risk management. 

Prior to joining Truist Wealth, Mitch spent his career at PNC, Wells Fargo and US Trust as a Wealth Strategist and Fiduciary and Estate Manager. In these roles, he tailored specialized wealth and financial solutions for high net worth clients. 

Mitch holds the designation of Certified Trust and Financial Advisor (CTFA). He is also a Level 3 candidate for the Charted Market Technician Program. 

Education

Bachelor of Science in Business Administration
Montclair State University 1985
Central Atlantic School of Trust
PA Bankers Association 1997
Certified Financial Planner Certification Program
Fairleigh Dickinson University 1998
Cannon Trust School 2007
Cannon Graduate Trust School 2008

Personal Interests

When not working, Mitch prioritizes spending time with his family and enjoys traveling and seeking out new adventures and experiences.

Specialties

  • A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, luxury and estate lending, and more

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • Trust formation and planning strategies, corporate trustee and executor services, trust administration and management, successor and irrevocable life insurance trustee, Delaware and dynasty trusts

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • Top-notch service delivery and support for the private banking and/or wealth needs of business owners.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

Locations

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