Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
For more than 30 years, Mitchell Behm has dedicated himself to helping some of the most sophisticated institutions oversee their assets and manage their businesses. Mitch is among a select group of advisors designated as Global Institutional Consultants (GIC) at Bank of America Merrill Lynch. As a member of the Global Institutional Consulting practice, Mitch has the unique experience and knowledge base necessary to be committed to providing institutional clients with unparalleled advice and guidance. Through his GIC designation, Mitch also became designated for sub-designations in Endowments/Foundations/Not-for-Profits (EFN), Defined Benefit (DB), and Defined Contribution Investment Consultant (DCIC).
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 model portfolios, and third-party investment strategies. A Senior Portfolio Manager may make their strategies available to clients working with other Merrill Lynch Advisors. In addition to the many non-profit organizations the team has worked with over the years, Mitch has a focus on the Resort, Lodging, Hospitality, and Construction industries.
Mitch is a problem solver who works to simplify clients’ financial lives. Mitch assists clients in identifying and prioritizing their various goals then developing strategies that may be customized to suit their circumstances. Mitch 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 the experience of a Wealth Management Lending Officer from Bank of America, N.A. who can provide strategic and personalized home financing guidance focused on your needs.
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 with their 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, as well as banking, trust and fiduciary services from 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.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
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 strategy, our goal is to help you stay on track to achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
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*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Merrill Lynch Wealth Management Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage 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 strategy to pursue your goals.
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Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, we will build a strategy 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.