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$5+ trillion
In invested assets globally
As of 11/07/2023
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.
First 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
First 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
We’re committed to understanding what wealth means for you.
At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.
$5+ trillion
In invested assets globally
As of 11/07/2023
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
