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Mitchell S Behm

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Profile

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.






*Global Institutional Consulting is part of the Global Wealth & Investment Management business of BofA Corp. Institutional Investments & Philanthropic Solutions (“II&PS”) is part of Bank of America Private Bank, a division of Bank of America, N.A., Member FDIC, and a wholly owned subsidiary of BofA Corp. Trust and fiduciary services and other banking products are provided by wholly owned banking affiliates of BofA Corp., including Bank of America, N.A. Global Institutional Consultants mentioned herein are registered representatives with Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as“MLPF&S” or “Merrill”) and may assist you with investment products and services. The nature and degree of advice and assistance provided, the fees charged, and clients’ rights and Merrill’s obligations will differ depending upon the products and services actually provided. Banking activities may be performed by wholly owned banking affiliates of BofA Corp., including Bank of America, N.A., Member FDIC. Brokerage and investment advisory services are provided by wholly owned non-bank affiliates of BofA Corp., including Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”), a registered broker-dealer and investment adviser and Member SIPC.

 



*Bank of America Merrill Lynch is a marketing name for the Retirement Services business of Bank of America Corporation (“BofA Corp”). Banking activities may be performed by wholly owned banking affiliates of BofA Corp, including Bank of America, N.A., member FDIC. Brokerage services may be performed by wholly owned brokerage affiliates of BofA Corp, including Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”), a registered broker-dealer and member SIPC.

  • LANGUAGES

    English

  • EDUCATION

    SUNY at Stony Brook NY

Professional Staff

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.

Where do we begin? It starts with you.

At Merrill Lynch Wealth Management, your financial advisor focuses on the things you care about most- family, goals and priorities - even as they change over the years.

Understanding Your Life

Welcome

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We offer boutique-like attentiveness and accessibility combined with the global perspective and industry experience of Bank of America banking services and Merrill Lynch Wealth Management. My team is passionate about helping clients strengthen and grow their organization, and helping institutions fulfill their goals and missions. When you work with The Behm Group, our investment strategies aren’t solely based on your investment portfolio. We identify the key issues facing your organization from an investment, governance and balance sheet perspective. Thus, CFOs and BODs can better assess your company’s needs and more sharply define their goals, helping them make more informed decisions in the process.


*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment’s investment objectives will be achieved.

Our Focus

We put the resources and intellectual capital of Merrill Lynch Wealth Management and the banking convenience of Bank of America to work by delivering thoughtful advice and sophisticated investment strategies through focused client-centric consulting. We help clients address today’s complex investment challenges through an integrated, goals-based investment process that enables them to redefine success, manage risk and help fulfill their goals.

Underscoring every service we offer is the conviction that to be effective, investment strategies must be carefully integrated with an organization's strategic objectives, governance framework, investment policy, and risk-management function. As such, we take the time to understand the broader challenges and goals of the organizations we serve before devising investment strategies for them.

Focus On Corporate Executives

For corporate executives, I offer guidance for diversification* of concentrated stock positions. For business owners, we can help them build company benefit plans and provide access to Bank of America for help in addressing cash flow, lending needs and other bank-related needs. For those nearing retirement, I consider inflation, health care costs and other factors to help them pursue desired lifestyles. I are available to talk with clients and explore potential opportunities with them.


*Diversification does not ensure a profit or protect against loss in declining markets.

Capabilities

My process is designed to help deliver a customized, consistent experience to assist clients not only in wealth accumulation and preservation, but in areas that go beyond investments. My ability to provide access to the investment insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience and lending solutions of Bank of America offers a way to help clients manage all of the pieces of their financial lives. I view myself as a financial resource, helping clients with potential solutions for transferring wealth to the younger generation.

Approach

Wealth Management is a dynamic process. As I focus on you today and help you identify your goals for tomorrow, we can strive to work together throughout life’s ups, downs, triumphs, and transitions. Helping you pursue your goals starts with getting to know you and your family. My job is to first understand what matters most to you. We will work together to create a financial approach that reflects your investment personality and is built around your life priorities. I will be here to help you make adjustments to your wealth management approach if and when necessary over time.

Your approach to investing

Drawing upon research in the field of behavioral finance, Merrill developed the Investment Personality Assessment to help us get to know you better as an investor and potentially help you refine your own investing preferences. By gaining a deeper understanding of how you think and feel about investing through this assessment, we can customize the financial approach we develop together to help you pursue what matters most to you. Our Investment Personality Assessment is one of the ways to help us get to know you - to understand your goals and priorities. These questions will give you a sense of the full assessment and help us provide you with additional insights and resources.

Understanding your goals and priorities

Your life and goals change. We have tools to help you keep track of these changes so they can be reflected in your financial approach.

Your Financial Approach

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.

FAMILY
Taking care of your family and other people in your life
  • Trust & Estate Planning Services4
  • Education Funding1
  • Insurance3
HEALTH
Planning for healthcare expenses now and in the future
  • Long-term Care Insurance3
  • Health Savings Account2
  • Disability Insurance3
HOME
Upsizing, downsizing, remodeling or buying a vacation home
  • Home Loans2
  • Home Equity Lines of Credit2
  • Securities-Based Lending2
  • Credit Cards2
WORK
Working in retirement, selling or starting a business
  • Bank of America Business Banking2
  • Exchange Funds1
  • Concentrated Stock Management1
  • Succession Planning1
LEISURE
Spending your free time in meaningful ways
  • Credit Cards2
  • Securities-Based Lending2
  • Structured Lending2
GIVING
Volunteering, mentoring others and giving to charities
  • Donor-Advised Funds4
  • Private Foundations4
  • Charitable Trusts4
FINANCE
Using your finances to bring it all together
  • Merrill Investment Accounts1
  • Investment Advisory Accounts1
  • Alternative Investments1
  • Exchange-Traded Funds1
  • Mutual Funds1
  • Closed-end Funds1
  • Fixed Income Products1
  • Options1
  • Annuities3
  • Impact Portfolios1
  • Market-Linked Investments1
  • Securities-Based Lending2
  • Margin1
  • Home Loans2
  • Bank of America Checking and Savings Accounts2
  • Credit Cards2
  • Online Account Access1,2

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.

Staying on Track

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.


Periodic reviews to help you
stay on track

We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.


    Monitoring changes in your life
    and to your goals

    Your life and goals change. As these changes occur, we can update your approach to reflect them.

    Wealth Management Your Way

    MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.

    Your advisor is a click away within our site or mobile apps

    You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features

    Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool

      Let’s Have a Conversation

      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.

      Why Merrill?

      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 put you first, every day.
      Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch Wealth Management Advisor.

      Personalized advice from a dedicated financial advisor.

      We get to know you and your family, your financial situation and what matters most to you.

      A comprehensive approach, built around your life’s priorities.

      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.

      Adjusting your investment approach as your life and the markets change.

      We will work to help you stay on track, regardless of what the markets are doing.