Home Banking & Finance UBS affiliate investment adviser Mitchell WealthCare goes independent

UBS affiliate investment adviser Mitchell WealthCare goes independent

Mitchell WealthCare, the advisory firm formerly affiliated with UBS, has launched as Next Level Private, an independent fiduciary registered investment adviser. The firm, headquartered in Harrison, is made up of eight people and manages over $850 million in assets. It will continue to be run by Barry Mitchell, founder and managing director, along with the…

This content is for Westfair Online members only. Please to view this content. Become a member by Registering Here.