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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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.
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
Roaring 20s: The next stage
Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.
A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
