Mitch Martin
Founder and Chief Executive Officer at Stonebridge Investment Counsel, LLC
- Role
- Founder and Chief Executive Officer at Stonebridge Wealth Management
- Location
- Franklin, TN, US
- LinkedIn followers
- 500 followers
About Mitch Martin
Achieve Your Greatest PotentialAs an experienced wealth manager, Mitch works with athletes, artists and entertainers, as well as their professional advisory teams, to create customized solutions that build and protect fortunes and legacies. Mitch advises clients on matters including goals-based wealth management, behavioral finance, dynamic tax efficiency, and asset protection. Mitch manages and integrates career, life and wealth goals for optimal clarity and efficiency; helping clients, at the crossroads of fame and fortune, achieve their greatest potential.Mitch is a speaker and co-panelist at rookie transition programs and player engagement sessions for clubs in the NFL and NBA on topics related to celebrity wealth management, goals-based planning and maximizing career success. He has contributed to articles published by the Wall Street Journal, including:• “How Do You Stabilize Volatile Wealth? Tips from financial advisers who work with clients in the energy, technology and entertainment fields” by Norb Vonnegut.• “Vonnegut: Tales from the Dark Side of Prospecting.”As a true thought leader, Mitch developed a strategic partnership with the AICPA-CIMA™ and the first to provide quarterly Webcasts, educational experiences and interactive sessions, specifically for business managers and CPAs advising high-profile clients. The learning objectives, focusing on enhancing celebrity wealth, provide continuing professional education credit.Prior to transitioning Stonebridge to a fee-only Registered Investment Adviser, Mitch served as a General Securities Principal and Municipal Securities Principal, who advised clients at M Financial Group/M Holdings Securities, and during his tenure at Prime Capital Services and Financial Network Investment Corporation. He began his career with Dean Witter Reynolds in 1988, which subsequently merged with Morgan Stanley. Overall, Mitch has more than thirty years of investment advisory, managerial finance and accounting experience. In June 2011, he earned the Accredited Wealth Management Advisor designation from the College of Financial Planning. Currently, Mitch is a candidate for the prestigious Certified Investment Management Analyst® (CIMA) designation and is a student in the Investment Management Theory & Practice program at the Yale School of Management. He is a member of the Investments and Wealth Institute®.
Experience
Founder and Chief Executive Officer
Jul 2002 — Present · US
Stonebridge is a leading provider of innovative life and wealth solutions. We help high-profile clients in the arts, entertainment and professional sports create, manage and sustain wealth, enabling their long-term success through our multifamily investment office solution.
Education
Yale School of Management
Investment Management Theory and Practice, CIMA Certification
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