Steven Mitchell

Managing Director

Steven Mitchell has been a private wealth advisor for his entire career. Most recently, he was Managing Director, Pinnacle Council and Pinnacle Circle member at UBS Global Wealth Management, which he joined in November 2008. Prior to joining UBS, Steven was Senior Vice President at Lehman Brothers, where he started in 1991.

Steven has close to 30 years of experience advising ultra-high net worth families in all aspects of wealth management. He has also advised large Institutions, endowments and retirement plans by adding value and sharing best practices in all facets of wealth products, financial planning, tax efficiency and financial services.

Steven graduated with a Bachelor of Arts degree majoring in Economics from the Maxwell School at Syracuse University, class of 1990. He has lived in New York City for more than 30 years and has three children.

Client specialties

  • Institutional consulting
  • Personal wealth management