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$3.9 trillion
In invested assets globally
As of 12/31/2022
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.
Vice President–Wealth Management
Financial Advisor
CA insurance License #0D68279
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.
Education
Credentials
Vice President–Wealth Management
Financial Advisor
CA insurance License #0D68279
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.
Education
Credentials
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.
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
