A plan for today, tomorrow and generations to come

By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.

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Mitchell Rosengarten

Vice President–Wealth Management

Financial Advisor

Mitch has been in the financial industry since 2002 helping valued client realize their short and long term financial goals. He holds his 7, 63, 65, and Insurance licenses.

Graduating with a BFA from Syracuse University, Mitch moved to New York City and spent fifteen years touring the US and Europe as a professional singer and dancer, including the 1995 revival of "Hello, Dolly!" starring Carol Channing. 

He is a member of the Portland Sunrise Rotary Club and gives back to his community through volunteering. Mitch, his husband Matt, and their two adorable cats currently live in Portland.

Registered States:
  • AZ
  • CA
  • CT
  • DC
  • FL
  • IL
  • IN
  • KY
  • MA
  • ME
  • MI
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OK
  • OR
  • PA
  • TX
  • UT
  • VA
  • VT
  • WA

Education

  • BFA, Syracuse University

Credentials

  • Accredited Asset Management Specialist
1 City Center
7th Floor
Portland, ME 04101
  • (207) 791-5521

Email Me

The Year Ahead - Sustainable Investing

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

Backed by the strength of UBS

A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

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