Mitchell Feingold,
CTFA
Senior Vice President
Wealth Strategist
Senior Vice President
Wealth Strategist
281 Witherspoon St
Suite 110,
Princeton, NJ 08540
About me
Background
Mitch is a Senior Vice President and Wealth 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.
*Truist and its representatives do not provide tax or legal advice. You should consult your individual tax or legal professional before taking any action that may have tax or legal consequences.
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
Banking
Risk management
Investment management
Estate planning
Philanthropy
Fiduciary
Financial education
Business management and planning
Investment planning
Locations
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Map
281 Witherspoon St,
Suite 110, Princeton, NJ 08540
Office hours
Mon–Fri: 9am–5pm ET Sat: Closed Sun: Closed
Location data unavailable at this time. We apologize for the inconvenience.
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