The firm, which is based in Westchester, New York, manages about $850 million in client money.
Next Level Private, a wealth management house formerly affiliated with UBS as Mitchell WealthCare, has become a fully-independent registered investment advisor. Its eight-person team oversees $850 million in client money.
Barry Mitchell, founder and managing director, Next Level Private, began his financial services career in 1987 with Merrill Lynch and became a financial advisor with Oppenheimer & Co. in 1988. He later held positions with a number of respected companies including Dean Witter Reynolds, Wachovia Securities and Merrill Lynch before joining UBS in 2011. He is a Chartered Retirement Plan Counselor (CRPC®), Chartered Retirement Plan Specialist (CRPS®) and Chartered Advisor in Philanthropy (CAP®).
Joining him at Next Level Private is his entire team from Mitchell WealthCare: MD of client engagement Jenny Piche; senior financial advocate Gary Raniolo II, a Certified Exit Plan Advisor (CEPA); director of client experience Maggie Smith; client advocate Jennifer Galli; investment strategist Phil Johanson; and financial advocate Nick Mariano. Also joining Next Level Private is Kate Bluvol, CPA, who will serve as chief operating officer and chief compliance officer.
The firm is headquartered in the Westchester County town of Harrison, New York. It offers a range of financial services based on holistic financial planning including asset allocation, risk assessment, banking services and philanthropic advice.