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Mitchell Martin
Founder and Chief Executive Officer at Stonebridge Investment Counsel, LLC
Mitchell Martin is an experienced wealth manager who specializes in working with athletes, artists, and entertainers, helping them build and protect their fortunes and legacies.
He provides customized solutions in goals-based wealth management, behavioral finance, tax efficiency, and asset protection, integrating career, life, and wealth goals for optimal clarity and efficiency.
Mitch is a well-known speaker at rookie transition programs and player engagement sessions for clubs in the NFL and NBA, focusing on celebrity wealth management, goals-based planning, and maximizing career success.
He has contributed to articles in the Wall Street Journal and formed a strategic partnership with AICPA-CIMA™ to provide educational experiences and sessions for business managers and CPAs advising high-profile clients.
With over thirty years of investment advisory, managerial finance, and accounting experience, Mitch transitioned Stonebridge to a fee-only Registered Investment Adviser after working with M Financial Group/M Holdings Securities, Prime Capital Services, and Financial Network Investment Corporation.
Mitchell holds the Accredited Wealth Management Advisor designation and is pursuing the Certified Investment Management Analyst® (CIMA) designation while studying at the Yale School of Management. He is a member of the Investments and Wealth Institute® and has consulted on cable programming economics and capital structure.
Mitchell Martin serves as the Founder and Chief Executive Officer of Stonebridge Investment Counsel, LLC.