Committed to the Community
After 10 years as a wealth management team in Park City, Mogul Financial Group of UBS Financial Services continues to prioritize its philanthropy
Supporting Park City
Mogul Financial Group’s advisors contribute to their favorite Park City organizations each year. This includes financial contributions, as well as volunteer hours. While the group doesn’t formally review requests for donations as a team, they will always consider causes that personally resonate with them. Some of those causes have included:
Park City Historical Society/Park City Museum
Summit Lands Conservancy
National Ability Center
Park City Education Foundation
Youth Sports Alliance
Winter Sports School
PC Board of Realtors
PC Youth Lacrosse
Summit County Search and Rescue
Mogul Financial Group | 255 Heber Avenue | Park City, UT 84060
435-252-3825 | 888-219-4914 | ubs.com/team/mogul
© UBS 2019. All rights reserved. UBS Financial Services Inc. is a subsidiary of UBS AG. Member of FINRA and SIPC.
*Scorpio Partnership’s “Global Private Banking Benchmark 2018” rank of global wealth managers by assets under management.
Every year, Mogul Financial Group’s advisors invest time and money into the charitable causes that mean most to them. These contributions weren’t something they discussed when they formed the group 10 years ago, but quickly realized philanthropy was a common passion between them.
“It’s just part of who we are,” said Glen Mintz, Managing Director and Senior Portfolio Manager at Mogul Financial Group. “It’s how we were raised.”
Mogul Financial Group is a wealth management team in Park City, Utah of UBS Financial Services, the world’s largest wealth management firm*. Mintz said UBS as a firm is also committed to supporting community causes, but the Mogul group didn’t need any convincing.
Instead of being known as the guys who write checks and walk away, Glen Mintz, Gregory Golding and Noah Levine would rather be known as the guys who are also personally involved.
“It’s important that we help if we can help — it’s just that simple,” Golding said.
The group doesn’t sit down as a firm to review annual requests for donations. Instead, these financial advisors choose the causes that get them excited. Admittedly, what one member supports doesn’t always interest the other two, but that’s what makes their philanthropy so much fun.
“It’s more of a labor of love,” Golding said. “We’re going to all individually embrace organizations that we want to embrace. I will support the ones that resonate with me, ones that I can provide value to from a committee, volunteering or board perspective.”
For Levine, it’s the history and charm of Park City that ignites his passion. In recent years, the Park City Historical Society and Park City Museum have been able to expand their efforts, allowing for more restoration and education programs.
“I remember walking into the museum before its expansion and being taken aback by the history of this town,” Levine said. “I’ve worked on Main Street for the better part of 25 years. The reason that so many people are captivated by this town is its charm, which is rooted in its history. If we don’t advocate to protect and promote that history, then one by one these relevant pieces of our past will deteriorate and only be a memory.”
It’s this level of personal involvement and dedication to a cause that is the driving force behind Mogul Financial Group’s commitment to the community.
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