Mitch is a Senior Vice President - Investments and Financial Advisor at UBS Financial Services Inc. with more than 25 years of experience in the financial industry. His New Jersey based team is passionate about helping his clients plan for and live in retirement. Mitch also helps his clients develop Financial plans to help address retirement and education funding, wealth transfer to heirs and philanthropic goals. He focuses on asset allocation, investment management, consolidation of retirement assets, income generation, and wealth transfer strategies.

He works closely with clients to build balanced and diversified investment portfolios that match the needs and risk profiles of his clients. Mitch is a staunch believer in financial literacy and education and has often been tapped to discuss family financial issues on CNN, CNBC, Fox Business, Bloomberg, News 12 NJ and several radio programs across America.

Before joining UBS, Mitch was a Financial Advisor at Morgan Stanley Smith Barney and Merrill Lynch for 23 years. He was recently elected to the Westfield Board of Education. Mitch received his B.A. from George Washington University.