Mitch WeitzMitch Weitz, CFP®Vice PresidentInvestment Associate
About Mitchell
Mitchell Weitz is a Vice President and Investment Associate at J.P. Morgan Wealth Management.
As a part of The BG Group, Mitch works closely with the team's clients to discern their investment objectives, risk tolerance, time horizons, and lifestyle needs. He and the wealth managers then design tailored portfolios that align with their clients' distinctive parameters. Consultative by nature, he develops deep relationships with clients, walking with them through significant decisions in their lives and wealth so that he can embed that knowledge within his investment selections. Clients look to Mitch as a reliable resource and sounding board who listens attentively, eager to help them navigate the capital markets through a disciplined approach.
Within the team, Mitch has a number of responsibilities including investment research, client portfolio construction, risk management, and client relationship management. He applies the knowledge he has gained from previous roles advising institutional asset managers, sharing his insights to advance the investment objectives of successful individuals and families. Mitch cares deeply about the clients he advises, eager to help them build and preserve generational wealth. He stays closely apprised of market movements, reading widely and leveraging his network of investment professionals so that he can offer clients forward-looking ideas.
Mitch has over two decades of financial services experience. Prior to joining J.P. Morgan Wealth Management in 2023, he served as a Vice President and Investment Specialist with First Republic Private Wealth Management. Earlier in his career, Mitch spent more than a decade working for Barclays Risk Analytics and Index Solutions, which was later acquired by Bloomberg LP. During this tenure, Mitch provided strategic guidance on the application of multi-asset portfolio construction, risk management, and performance attribution to the largest institutional asset managers in the United States. His background also includes investment banking experience with Citigroup's Global Industrials Advisory Group. He began his investment career in 1999 with Bloomberg LP, where he gained extensive knowledge of the financial markets.
Mitch earned his B.S. in Business Administration from The College of New Jersey and his M.B.A. in Finance & Accounting from the Ross School of Business at the University of Michigan. He is a CFA®charter holder awarded through the CFA®Institute.
A resident of East Bay, Mitch loves to spend time with his wife and their two sons. He also enjoys being outdoors and staying active.
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
Insights
How AI can boost productivity and jump start growth
July 25, 2024Our analytic framework quantifies the potential economic impact of AI. We believe it could be transformative.Read Now
Eye on the Market: The lion in winter
July 23, 2024In the latest Eye on the Market: The Lion in Winter, Michael Cembalest, Chairman of Market and Investment Strategy for J.P. Morgan Asset and Wealth Management, reflects on the current state of small-cap stocks as well as the recent CrowdStrike outage.Read Now
Insight 7: Develop a capable and committed rising generation
July 23, 2024Members of the younger generation are the future stewards of the family enterprise, so it is important to invest time and resources in cultivating their interests and skills.Read Now
Insight 6: Active cross-generational stakeholder alliance
July 23, 2024As a family enterprise expands and shifts over the decades, the different generations and professional management must come together to drive success through legacy and innovation.Read Now
Three big surprises that could drive markets in the second half
July 22, 2024We consider three ways markets could take investors by surprise in the second half of the year – and what each development might look like.Read Now
Quick shot: President Biden bows out of the election – now what?
July 22, 2024After weeks of growing calls from Democrats to step aside, President Joe Biden has officially dropped out of the 2024 election.Read Now
What’s driving the rotation into small-cap stocks?
July 19, 2024There’s been a recent surge in small-cap stocks. What’s causing it, and what does it mean for investors?Read Now
Insight 5: Continually evolve and renew the ownership portfolio
July 18, 2024Building resilience by expecting, preparing for and welcoming change is important for the longevity of generative families.Read Now
June 2024 CPI report: Inflation moderates, inching us closer to a rate cut
July 12, 2024The June 2024 CPI report will likely increase the Fed’s confidence that inflation is on the way to its 2% target.Read NowHow AI can boost productivity and jump start growth
July 25, 2024Our analytic framework quantifies the potential economic impact of AI. We believe it could be transformative.Read NowEye on the Market: The lion in winter
July 23, 2024In the latest Eye on the Market: The Lion in Winter, Michael Cembalest, Chairman of Market and Investment Strategy for J.P. Morgan Asset and Wealth Management, reflects on the current state of small-cap stocks as well as the recent CrowdStrike outage.Read NowInsight 7: Develop a capable and committed rising generation
July 23, 2024Members of the younger generation are the future stewards of the family enterprise, so it is important to invest time and resources in cultivating their interests and skills.Read NowInsight 6: Active cross-generational stakeholder alliance
July 23, 2024As a family enterprise expands and shifts over the decades, the different generations and professional management must come together to drive success through legacy and innovation.Read NowThree big surprises that could drive markets in the second half
July 22, 2024We consider three ways markets could take investors by surprise in the second half of the year – and what each development might look like.Read NowQuick shot: President Biden bows out of the election – now what?
July 22, 2024After weeks of growing calls from Democrats to step aside, President Joe Biden has officially dropped out of the 2024 election.Read NowWhat’s driving the rotation into small-cap stocks?
July 19, 2024There’s been a recent surge in small-cap stocks. What’s causing it, and what does it mean for investors?Read NowInsight 5: Continually evolve and renew the ownership portfolio
July 18, 2024Building resilience by expecting, preparing for and welcoming change is important for the longevity of generative families.Read NowJune 2024 CPI report: Inflation moderates, inching us closer to a rate cut
July 12, 2024The June 2024 CPI report will likely increase the Fed’s confidence that inflation is on the way to its 2% target.Read Now