Co-Founder | Osprey Capital Partners
Mitchell Dunn, CFP®
Mitchell Dunn is a CERTIFIED FINANCIAL PLANNER™ and the co-founder of Osprey Capital Partners, a boutique wealth management firm built on independence, integrity, and long-term client stewardship. With nearly a decade of experience advising high-net-worth families, business owners, and professionals, Mitchell brings a unique blend of strategic insight, emotional intelligence, and unwavering fiduciary commitment to every relationship.
Before founding Osprey, Mitchell held advisory roles at leading firms including Morgan Stanley and Merrill Lynch, where he served as Vice President and Portfolio Manager. At Merrill, he built a thriving practice focused on helping clients navigate financial complexity—from multigenerational wealth strategies to integrated tax and estate coordination. His ability to simplify the complex and build meaningful relationships has earned him the trust of families across the country.
Mitchell launched Osprey to provide more—more flexibility, deeper personalization, and complete alignment with his clients' goals. By partnering with Charles Schwab, Orion, Axxcess Wealth, and a network of elite institutions and CPA professionals, Osprey delivers institutional-caliber resources with the care and attentiveness of a boutique firm.
Beyond the numbers, Mitchell is driven by a mission to help families thrive— financially, personally, and generationally. He believes that great advice isn’t just about markets; it’s about creating clarity, building confidence, and designing a life of freedom and purpose.
Mitchell holds the CFP® designation, Series 7 and 66 licenses, and earned his degree from the University of Colorado. Outside the office, he enjoys surfing, playing tennis, golfing, and spending time with his wife, Carlie, and their Corgi, Monty, in Costa Mesa, California.
