Winston Churchill
Mitchell E. Lothes,
CIMA™, CPFA® Senior Investment Portfolio AssociateAt the core of Mitchell’s work is a passion for solving complex financial problems. His interest in wealth management is grounded in a broad understanding of how successful advisory practices operate from every angle.
Early in his career, he gained exposure to the full dynamics of the wealth management industry through his experience at UBS, where he learned not only how advisors build and manage relationships, but also how client service, operations and leadership work together behind the scenes.
One of the greatest challenges Mitchell helps clients overcome is the stress and uncertainty that often surrounds money. His goal for his clients is to reframe finances as a tool for empowerment, ultimately helping clients navigate changing markets and life transitions.
Mitchell earned the CPFA® and CIMA™ designations, signaling his commitment to delivering quality service and advice for his clients. He places a high value on open‑mindedness, always striving to see situations from the client’s perspective.
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Mitchell graduated with a degree in finance from Miami University in Oxford, Ohio. He has also earned the CIMA® and CPFA® designations, signaling his commitment to delivering quality service and advice for his clients.
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Outside of work, Mitchell values time with his family and a close group of friends, placing great importance on meaningful relationships. He currently lives in Worthington Hills with his spouse, Kayla, his children: Augustus (Augie) and Bobby, and their husky mix, Stella.
He is an avid reader with a particular passion for history and gives back through volunteer work with his Catholic parish and local dog charities. What drives him personally mirrors what drives him professionally: the pursuit of goals. For him, the objective and achievement matters less than the discipline and drive of always working toward one's goals in life.
Finer points
How do you like to unwind after a busy day?
Sitting outside with a cocktail in my hand, a few snacks within arm’s reach, and family around me.
What’s your favorite place you’ve ever visited?
London, England. As a history enthusiast every street feels like a chapter from history, filled with stories of kings, revolutions, and timeless architecture.
What’s one thing you couldn’t live without?
My wife Kayla — she’s been my best friend and significant other since we were 15 and is the primary reason behind any happiness or success I have garnered over the years.
Are you more of a morning person or a night owl?
Morning person, no doubt. I’m up at five in the morning, and those early hours are when I am most productive.
What three words would your family and friends use to describe you?
Inquisitive, systematic, and introspective.
What’s one thing clients might be surprised to learn about you?
People might be surprised to know that I read a book every two weeks – it gives me the ability to keep learning and growing.
