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$6 trn
UBS Group invested assets
As of 12/31/2024
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.
Senior Vice President–Wealth Management
Financial Advisor
CA insurance License #0D68279
Mitch has been in the financial industry since 2002 helping valued clients 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.
Education
Credentials
Senior Vice President–Wealth Management
Financial Advisor
CA insurance License #0D68279
Mitch has been in the financial industry since 2002 helping valued clients 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.
Education
Credentials
Support and resources
Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.
Learn how you can get involved and make an impact through the UBS Optimus Foundation.
The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.
$6 trn
UBS Group invested assets
As of 12/31/2024
51 countries
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