As a Portfolio Manager within Soltis’ Investment Division, Mitch leverages his quantitative skills to assess and navigate market landscapes, making informed investment decisions for our clients. With a career primarily based in Chicago, IL, Mitch initially served at William Blair & Co., later transitioning to a Portfolio Manager role at Covenant Trust, a multibillion-dollar trust organization. Additionally, he spent three years in Pittsburgh, PA, as an Investment Analyst at Fragasso Financial Advisors.

Mitch actively contributes to the investment and asset allocation committee, drawing upon his top-down, macroeconomic expertise. He also manages Soltis’ options portfolios.

Mitch holds a Bachelor’s Degree in Financial Economics from Brigham Young University – Idaho and is a Chartered Financial Analyst® with a decade of industry experience in metropolitan areas. Despite his urban background, he has found solace returning to Utah to embrace outdoor pursuits. An avid Ironman triathlon enthusiast, Mitch dedicates time to regular training sessions. He cherishes moments with his family amidst the mountains, at Lake Powell, and on local ski resorts.