
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.
CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
Insights

Threading the needle: Where markets may be mispricing trade risk
April 25, 2025As tension grows between world’s largest economies, we explore where investors can find opportunity.Read Now
Why cash flow forecasting and succession planning matter
April 23, 2025As 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
Building tax-efficient equity exposure
April 21, 2025We expect equities to deliver positive performance in 2025 – although we could see some volatility along the way. Learn how you can enhance your after-tax returns.Read Now
Where will tariff rates settle? 3 scenarios explained
April 17, 2025Amid rapid policy changes, we’re refining our views on global economies and markets.Read Now
Debunking the top five sustainable investing myths
April 16, 2025Sustainable investing may help you achieve your financial goals while incorporating personal values. Despite its popularity, misconceptions still exist. Here’s the truth behind some of the most common sustainable investing myths.Read Now
When disaster strikes: How to give with intention and impact
April 16, 2025After 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 Now
Building up: How we see infrastructure investment expanding
April 14, 2025We see a combination of surging demand and increasing public and private investment as potential positives for infrastructure assets.Read Now
5 thoughts on the market’s tariff tantrum
April 11, 2025The market cast a loud “no” vote on tariffs, but opportunities emerged. Here are some key takeaways rising from the turmoil.Read Now
U.S. adds 228K jobs in March amidst market volatility: How investors should read the numbers
April 7, 2025The March 2025 jobs report was stronger than expected, though the unemployment rate slightly ticked up. How might the Fed react and what does the data mean for investors?Read Now
Threading the needle: Where markets may be mispricing trade risk
April 25, 2025As tension grows between world’s largest economies, we explore where investors can find opportunity.Read Now
Why cash flow forecasting and succession planning matter
April 23, 2025As 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
Building tax-efficient equity exposure
April 21, 2025We expect equities to deliver positive performance in 2025 – although we could see some volatility along the way. Learn how you can enhance your after-tax returns.Read Now
Where will tariff rates settle? 3 scenarios explained
April 17, 2025Amid rapid policy changes, we’re refining our views on global economies and markets.Read Now
Debunking the top five sustainable investing myths
April 16, 2025Sustainable investing may help you achieve your financial goals while incorporating personal values. Despite its popularity, misconceptions still exist. Here’s the truth behind some of the most common sustainable investing myths.Read Now
When disaster strikes: How to give with intention and impact
April 16, 2025After 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 Now
Building up: How we see infrastructure investment expanding
April 14, 2025We see a combination of surging demand and increasing public and private investment as potential positives for infrastructure assets.Read Now
5 thoughts on the market’s tariff tantrum
April 11, 2025The market cast a loud “no” vote on tariffs, but opportunities emerged. Here are some key takeaways rising from the turmoil.Read Now
U.S. adds 228K jobs in March amidst market volatility: How investors should read the numbers
April 7, 2025The March 2025 jobs report was stronger than expected, though the unemployment rate slightly ticked up. How might the Fed react and what does the data mean for investors?Read Now