Our Qualifications

Mitch has been working with individual clients and small to medium sized businesses since 1981. Prior to joining Wells Fargo Advisors Financial Network in 2004, he held positions as follows: 2000 to 2004, Mitch was a Senior Vice President with UBS Financial Services in Florham Park, NJ. 1982 to 2000, Mitch held a number of positions with JB Hanauer & Co. (now RBC Dain Rauscher), in Parsippany, NJ. He started the Financial Planning department from scratch in 1987 and was it's director until he left JBH. He also helped create the Asset Management division in 1996 and was the President of this division until his move to UBS.

His educational credentials consist of an MBA from the Fox School of Business at Temple University in Philadelphia PA and a BS degree from Penn State University in University Park PA. In addition, Mitch has held the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification since 1987.