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
From Tokyo to London to Washington, debt is in the doghouse
August 21, 2026Global bond yields are climbing as the era of exceptionally low long-term rates becomes harder to justify.Read Now
Endowment management: spending policies, asset allocation and smoothing
August 21, 2026Nonprofits and private foundations face the dual responsibility of addressing immediate community needs while ensuring sustainable support for the future.Read Now
Navigating divorce: options, costs and financial considerations
August 20, 2026There are several options when considering how to proceed with a divorce. Choosing what’s best for you can save time and money now and down the line.Read Now
The 30-year Treasury yield hit levels not seen since 2007. What does that mean for investors and the economy?
August 14, 2026The 30-year Treasury yield sat above 5.00% at the end of July – a level not seen since 2007. Learn how rising yields affect bonds, stocks, borrowing rates, the economy and your portfolio.Read Now
When will the Fed hike? It doesn’t matter
August 14, 2026The question isn’t when the Federal Reserve moves – it’s how far. With modest hikes largely priced in, financial markets are poised to weather the repricing.Read Now
Insight 6: Active cross-generational stakeholder alliance
August 13, 2026As 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
Building a strong and connected family of wealth: A 10x10 learning road map
August 13, 2026The process of fostering empowered, responsible family members begins early and remains a lifelong journey. Our 10x10 model outlines key competencies to master at various life stages.Read Now
Insight 7: Develop a capable and committed rising generation
August 13, 2026Members 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
How does the stock market perform during midterm election years? A guide for investors
August 12, 2026Midterm election years can bring market volatility and uncertainty. Learn what history suggests, why headlines move markets and what long-term investors can do to stay on track.Read NowFrom Tokyo to London to Washington, debt is in the doghouse
August 21, 2026Global bond yields are climbing as the era of exceptionally low long-term rates becomes harder to justify.Read NowEndowment management: spending policies, asset allocation and smoothing
August 21, 2026Nonprofits and private foundations face the dual responsibility of addressing immediate community needs while ensuring sustainable support for the future.Read NowNavigating divorce: options, costs and financial considerations
August 20, 2026There are several options when considering how to proceed with a divorce. Choosing what’s best for you can save time and money now and down the line.Read NowThe 30-year Treasury yield hit levels not seen since 2007. What does that mean for investors and the economy?
August 14, 2026The 30-year Treasury yield sat above 5.00% at the end of July – a level not seen since 2007. Learn how rising yields affect bonds, stocks, borrowing rates, the economy and your portfolio.Read NowWhen will the Fed hike? It doesn’t matter
August 14, 2026The question isn’t when the Federal Reserve moves – it’s how far. With modest hikes largely priced in, financial markets are poised to weather the repricing.Read NowInsight 6: Active cross-generational stakeholder alliance
August 13, 2026As 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 NowBuilding a strong and connected family of wealth: A 10x10 learning road map
August 13, 2026The process of fostering empowered, responsible family members begins early and remains a lifelong journey. Our 10x10 model outlines key competencies to master at various life stages.Read NowInsight 7: Develop a capable and committed rising generation
August 13, 2026Members 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 NowHow does the stock market perform during midterm election years? A guide for investors
August 12, 2026Midterm election years can bring market volatility and uncertainty. Learn what history suggests, why headlines move markets and what long-term investors can do to stay on track.Read Now