Role and Company

Senior Vice President, UBS

Expertise

33 years experience in financial services

Location

Westfield , NJ

About MItchell

Before Mitch joined UBS, he was a Financial Advisor at Morgan Stanley Smith Barney and Merrill Lynch for 23 years. 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. He previously served two terms on the Westfield Board of Education. Mitch received his B.A. from George Washington University.

Mitch is currently the host of the very popular Financially Speaking with Mitch Slater Podcast heard in 31 countries and have had top CEO's, Entrepreneurs, Entertainers, Musicians, etc.