Mitch WeitzMitch Weitz, CFP®
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.
CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
Insights
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April 24, 2026Despite persistent geopolitical uncertainty and a naval blockade in the Middle East, global equities have staged a rapid recovery, bolstered in the U.S. by durable earnings fundamentals in tech and beyond.Read Now3 ways to stay active while in retirement
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April 21, 2026The wash sale rule is a regulation that prevents taxpayers from claiming an immediate loss on assets they still own. Learn more about what a wash sale is.Read NowEmerging markets may offer more than meets the eye – selectivity matters
April 17, 2026Beneath broad market caution, pockets of resilience across emerging markets could be worth a closer look. Growing dispersion and stronger fundamentals may favor a more selective approach to the asset class.Read NowThe art of making your estate plan matter: Using your superpower as a ‘wise giver’
April 15, 2026Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read NowA balancing act: The trade-off between debt and defense
April 10, 2026As defense budgets grow, debt concerns may limit how far and fast the spend goes. But with record amounts proposed and increasing geopolitical uncertainty, the sector is poised to build on its boom.Read NowWhen disaster strikes: How to give with intention and impact
April 2, 2026After a disaster, it’s natural to want to take action. A short- and long-term disaster philanthropy strategy can ensure your gifts are given when most needed and have a lasting impact.Read NowThe defensive playbook isn’t your average inflation roadmap
April 2, 2026Inflation fears are back, but the go-to strategy can add oil and input-cost exposure. Utilities and healthcare may frame a quieter defense.Read NowWhy cash flow forecasting and succession planning matter
March 30, 2026As a business owner, effective cash flow management is crucial. From growth to legacy, read on to learn the important components of a well-balanced strategy.Read Now