As a Portfolio Manager in Soltis’ Investment Division, Mitch uses his quantitative skills to measure and map market environments to make prudent investment decisions for our clients. Mitch spent most of his career in Chicago, IL, first at William Blair & Co., and later as a Portfolio Manager for a multibillion-dollar trust organization in Covenant Trust; he also lived in Pittsburgh, PA for 3 years as an Investment Analyst for Fragasso Financial Advisors.  As a candidate in the Macro Specialist Designation Program, Mitch contributes to the investment and asset allocation committee through his top down, macroeconomic expertise, as well as overseeing Soltis option strategies.

Mitch holds a Bachelor’s Degree in Financial Economics from Brigham Young University – Idaho and is a Chartered Financial Analyst®. He has 10 years of industry experience in metropolitan areas but has enjoyed coming back to Utah to enjoy the outdoor life. Mitch regularly trains for Ironman triathlons and enjoys time with his family in the mountains, Lake Powell, and local ski resorts.