Mitchell Bodenmiller joined Waverly Advisors in November of 2024 following the acquisition of Buckingham Advisors by Waverly Advisors, LLC. As an Investment Adviser at Waverly, Mitch has several years of experience in Portfolio Management and Research, helping clients position their investments appropriately, ensuring the client’s investment risk matches their tolerance, and contributing frequent research to his team. Mitch graduated from Wright State University with a bachelor’s degree in finance in 2018 and completed his MBA at The Ohio State University in 2021. Mitch earned the right to use the Chartered Financial Analyst (CFA) designation in 2022.
When not working hard for his clients, Mitch lives in Fairborn, Ohio with his wife Lisa and son Hayden. He loves to travel, golf, and enjoys cheering on the Buckeyes, Bengals, and Reds. Mitch loves to volunteer in his spare time as an active member of the Centerville Noon Optimists.
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