Barry Mitchell
Director Ejecutivo en Next Level Private LLC .
Perfil
Mr. Barry P.
Mitchell, Jr., is a Founder & Managing Director at Next Level Private LLC.
He founded Next Level Private with his team in 2021 as a registered independent advisor to serve their clients and community in a better way as fiduciaries.
Mr. Mitchell was previously employed as a Managing Director by UBS AG (New York), a Senior Vice President by Merrill Lynch, Pierce, Fenner & Smith, Inc., a Managing Director by Wachovia Securities Financial Network LLC, and a Vice President by Oppenheimer & Co., Inc. (Broker).
He is a 1983 graduate of Iona Prep and in 1987 graduated from Boston College Carroll School of Management with a B.S.
in Finance and Marketing.
His belief in continual learning has earned him multiple industry designations including the Chartered Retirement Planning Counselor (CRPC®), the Chartered Retirement Plan Specialist (CRPS®), and the Chartered Advisor of Philanthropy (CAP®).
Cargos activos de Barry Mitchell
Empresas | Cargo | Inicio |
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Next Level Private LLC
Next Level Private LLC Investment ManagersFinance Next Level Private LLC is an independent registered investment advisor headquartered in Harrison, New York. It was founded in 2021 by Barry P. Mitchell, Jr. The firm offers investment advisory services to individuals, high net worth individuals, families, trusts, estates, businesses, and retirement plans. | Director Ejecutivo | 01/04/2021 |
Antiguos cargos conocidos de Barry Mitchell.
Empresas | Cargo | Fin |
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UBS AG (New York)
UBS AG (New York) Investment ManagersFinance UBS AG's (NYSE: UBS) New York City-based wealth management arm is known as UBS Private Banking (US). The firm provides a range of customized wealth management products and services for private clients. | Corporate Officer/Principal | 01/09/2021 |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Corporate Officer/Principal | 01/11/2011 |
Wells Fargo Advisors Financial Network LLC
Wells Fargo Advisors Financial Network LLC Investment ManagersFinance Wells Fargo Advisors Financial Network LLC (WFAFN) is a registered investment adviser and broker-dealer headquartered in St. Louis, Missouri. Founded in 2001, the firm is a subsidiary of Wachovia Securities Financial Holdings LLC and is a non-bank affiliate of Wells Fargo & Co. (NYSE: WFC), a financial holding company and bank holding company created in 1852. WFAFN provides advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also sponsor a number of wrap fee advisory programs. | Corporate Officer/Principal | 01/09/2003 |
Oppenheimer & Co., Inc. (Broker)
Oppenheimer & Co., Inc. (Broker) Investment Banks/BrokersFinance Oppenheimer & Co., Inc. (Broker) (Oppenheimer-Broker) is the global full-service brokerage division of Oppenheimer & Co., Inc., an investment boutique headquartered in New York City with additional offices nationwide. Founded in 1975, the firm is owned directly by Viner Finance Inc., an indirect subsidiary of Oppenheimer Holdings Inc. (NYSE: OPY). Oppenheimer-Broker offers a full array of brokerage services to retail, institutional, and corporate clients. | Corporate Officer/Principal | 01/07/1997 |
Formación de Barry Mitchell.
Boston College | Undergraduate Degree |
Experiencias
Funciones ocupadas
Activas
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Empresas cotizadas
Empresas privadas
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Relaciones de 1er grado
Empresas vinculadas al 1er grado
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Mujer
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Ejecutivos
Empresas relacionadas
Empresas privadas | 5 |
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UBS AG (New York)
UBS AG (New York) Investment ManagersFinance UBS AG's (NYSE: UBS) New York City-based wealth management arm is known as UBS Private Banking (US). The firm provides a range of customized wealth management products and services for private clients. | Finance |
Wells Fargo Advisors Financial Network LLC
Wells Fargo Advisors Financial Network LLC Investment ManagersFinance Wells Fargo Advisors Financial Network LLC (WFAFN) is a registered investment adviser and broker-dealer headquartered in St. Louis, Missouri. Founded in 2001, the firm is a subsidiary of Wachovia Securities Financial Holdings LLC and is a non-bank affiliate of Wells Fargo & Co. (NYSE: WFC), a financial holding company and bank holding company created in 1852. WFAFN provides advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also sponsor a number of wrap fee advisory programs. | Finance |
Oppenheimer & Co., Inc. (Broker)
Oppenheimer & Co., Inc. (Broker) Investment Banks/BrokersFinance Oppenheimer & Co., Inc. (Broker) (Oppenheimer-Broker) is the global full-service brokerage division of Oppenheimer & Co., Inc., an investment boutique headquartered in New York City with additional offices nationwide. Founded in 1975, the firm is owned directly by Viner Finance Inc., an indirect subsidiary of Oppenheimer Holdings Inc. (NYSE: OPY). Oppenheimer-Broker offers a full array of brokerage services to retail, institutional, and corporate clients. | Finance |
Next Level Private LLC
Next Level Private LLC Investment ManagersFinance Next Level Private LLC is an independent registered investment advisor headquartered in Harrison, New York. It was founded in 2021 by Barry P. Mitchell, Jr. The firm offers investment advisory services to individuals, high net worth individuals, families, trusts, estates, businesses, and retirement plans. | Finance |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Finance |
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