Mitch joined Freestone’s Seattle office in early 2015 and has been an integral part of the team, holding positions on both the operations and client advisor teams. He most recently served as a Client Manager on Erik Morgan’s team, serving high net worth individuals and families. His experience and expertise lead to his move as a Client Advisor in the Portland office.
Mitch, originally from the Portland area, is excited to be back to his hometown and looks forward to expanding relationships and establishing new connections within the community he is so familiar with. Mitch began his career at a Registered Investment Advisor (RIA) in Southwest Washington where he held positions in portfolio analytics and reporting, sales analytics, and client service before making the move to Seattle.
Mitch graduated from the University of Washington's Foster School of Business with a degree in Finance. While attending the University of Washington, he was awarded the University Scholarship and participated in the Dow Dawgs Finance Association and the Business Undergrads in Leadership Development (BUILD) programs.
Mitch spends his time outside of the office with nearby family and friends, volunteering at local charities, keeping up with his local sports teams, and enjoying the local food scene. Mitch is proud to call downtown Portland home.