William E. Mitchner
Mr. Mitchner is a Vice President in Segal Marco Advisors’ Cleveland office. Mr. Mitchner has extensive experience working with institutional clients, including Taft-Hartley plans, corporate pension funds, and foundations. He helps clients develop investment policy statements, select investment managers and custodians, and evaluate investment performance. Mr. Mitchner also advises clients on asset allocation strategy. He provides investment consulting services to defined benefit, defined contribution and other types of investment programs.
Prior to Segal Marco Advisors, Mr. Mitchner served as Director of Client Service and Senior Relationship Manager for PNC Capital Advisors in Cleveland. In his role, he managed almost $1 billion in assets under management of prominent institutional client relationships. Prior to that, he was an in-house investment manager for Goodyear Tire & Rubber Company, where he provided investment recommendations for the company’s pension and savings plan portfolios.
Mr. Mitchner received a BS in finance from the University of Akron and an MBA in finance and banking from the Weatherhead School of Management at Case Western Reserve University. He is a member of the CFA Society Cleveland, Financial Executives Networking Group, the Superior Networking Group and the Venture Capital Association.