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Mitchell E. Bednoff, CPA, Partner
As a Vice President and Principal with Sage Financial Group, Mitchell
co-leads Sage’s Financial Planning and Investment Committee. On behalf
of Sage’s clients, Mitchell performs ongoing due diligence and investment
monitoring and provides timely portfolio performance communications.
Mitchell joined Sage in 1997 and currently manages a significant part
of Sage’s client base. His full service wealth management expertise
includes investment management, education funding, financial independence
planning, concentrated stock management, estate planning, risk management,
and tax planning.
Prior to joining Sage, Mitchell worked as a Senior Accountant for Richard
A. Eisner & Co. in New York, where he specialized in the financial services sector.
Mitchell is a Certified Public Accountant (CPA.) He graduated from
Ohio State University with a BS in Business Administration.
Mitchell resides in Wynnewood, Pennsylvania, with his wife, Leigh,
and two children.
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