Mitch Stein

Mitch Stein

Formal First Name
Mitchell (Mitch)

Mitchell Stein is President of OCM Wealth, an independent, boutique wealth management firm based in Cleveland, OH. OCM Wealth is a next-generation advisory firm providing wealth management services to individual investors and families. In 2019, Mitch joined OCM Wealth and brought valuable knowledge and experience he gained from his previous firms. Prior to joining OCM, he was Vice President and Investment Executive at Fifth Third Securities, a subsidiary of Fifth Third Bank. Mitch spent the early years of his career in Chicago in the training programs at Ameriprise and Smith Barney as a Financial Advisor. He began his wealth management career in 2005 after graduating from the University of Michigan with a BA in History.

Professional Experience

Academic History

Mitch Stein's Volunteer Experience

  • Board of Trustee, University School

  • Advancement Committee, Saint Martin de Porres High School

  • Cleveland Clinic Children's Advisory Council