Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
For more than 30 years, Mitch has dedicated himself to helping some of the most sophisticated institutions in the areas of cash management, investing, and financing in both their qualified and non-qualified benefit plans. Mitch is among a select group of advisors designated as a Global Institutional Consultant (GIC) at Merrill Lynch Wealth Management. As a member of the Global Institutional Consulting practice, Mitch has unique experience and the knowledge base necessary to help provide institutional clients with unparalleled advice and guidance. Through his GIC designation, Mitch also earned sub-designations in Endowments/Foundations/Not-for-Profits (EFN), Defined Benefit (DB), and is a Defined Contribution Investment Consultant (DCIC). Mitch’s focuses on providing consulting services including the creation of a formal investment policy, asset allocation modeling, manager selection, and performance measurement and evaluation.
In addition, Mitch is a Senior Portfolio Manager who can help clients pursue their objectives by managing on a discretionary basis his own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies. A Senior Portfolio Manager may make their strategies available to clients working with other Merrill Lynch Wealth Management Advisors. In addition to the institutions covering various industries that Mitch has worked with over the years, he has a focus on the resort, lodging, hospitality, and construction industries.
Mitch is a problem solver who works to enhance the efficient management of institutional investing. He is also a firm believer in paying close attention to both sides of his corporate clients’ balance sheets, which is why he offers access to Global Commercial Bankers from Bank of America. These bankers can provide a range of integrated banking services including credit, cash management, foreign exchange, equipment finance, merchant services, and workplace financial strategies.
It is Mitch’s goal to provide exemplary institutional and wealth advisory services at the highest level of ethics and customer service. Mitch’s commitment to service, his personal approach, and his integrity have allowed him to develop a loyal following of long-term client relationships.
Mitch earned his bachelor’s degree in Biology from the State University of New York at Stony Brook and holds the Certified Investment Management Analyst® (CIMA®) designation. Mitch is passionate about investment analysis and bettering his clients’ financial lives. His interests away from work include spending time with his family and cultivating exotic fruit. Mitch and his wife of 30 years, Lisa, live in Southern California and have three daughters, Haley, Rachel, and Analee.
SUNY at Stony Brook NY
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Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.
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Your life and goals change. As these changes occur, we can update your approach to reflect them.
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Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial
complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
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We get to know you and your family, your financial situation and what matters most to you.
Drawing from our experience and the best thinking of Merrill, together we will design an approach that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.