Insight-based advice

• CA
• CO
• CT
• DC
• FL
• GA
• MA
• NJ
• NY
• SC
• VA

Seth believes that the road to building and maintaining wealth is sound portfolio management and is familiar with the financial challenges that business owners, high net worth individuals and other fiduciaries on behalf of their clients face. He is committed to providing exemplary wealth management services based upon the philosophy that capital preservation and long-term growth of capital are the two main rival factors in any successful investment plan.

His clients—institutional, corporate and individual—have a diversity of needs, including asset management, estate, trust and retirement planning strategies, investments for growth, dividend income and tax exempt status.

Prior to joining the UBS New York Flagship Branch Office in 2007, Seth spent 18 years at Prudential Securities/Wachovia where he worked for three years at the New York South Street Seaport office in the Institutional Taxable Fixed Income Division. Seth then became Financial Advisor and First Vice President – Investments at the main New York Branch office opposite the World Trade Center.

Seth holds a Bachelor’s degree in Corporate Banking & Finance and International Business from New York University’s Leonard Stern School of Business. Seth enjoys all sports and reading American political history. He and his wife, Betzy, who works in the television entertainment industry, live in New Jersey.

• New York University’s Leonard Stern School of Business, Bachelor’s degree in Corporate Banking & Finance and International Business

Betsy has worked in the financial services industry for 24 years, the last 19 at UBS She holds a BS from SUNY Purchase and prides herself on service excellence and attention to detail. Betsy manages all client contact and account services for the Mitchell Wealth Management Group.

Betsy is a highly respected and valued Client Service Associate at UBS and is on the CSA Coaches Committee, which trains new Client Service Associated on our internal systems and functions. Betsy has also been involved in various initiatives designed to increase efficiencies for client and support staff She is a member of All Bar None, which promotes the professional advancement of women at the firm. Betsy also volunteers with the Coalition for the Homeless in their Grand Central Food Program, a mobile soup kitchen in NYC

Betsy lives in Monroe, NY with her husband Nevelle and daughters Gavriella and Gianna,

• AR
• CA
• CO
• CT
• FL
• IL
• MD
• NJ
• NY
• RI
• SC
• TX
• WI

Bonnie places great importance on fostering relationships with clients. This involves an emphasis on personalized service. Her primary focus is operational matters, daily account monitoring, cash management and other client needs as they arise.

She currently holds the Series 7 63 and 65 securities licenses She also has her Life Insurance license.

Bonnie graduated from the Binghamton University School of Management where she received her Bachelor of Science in Management.

Bonnie loves to travel, explore old and new cities, watch Broadway shows and wander through cultural institutions. She likes to give back to her community through various volunteer projects. She enjoys spending time with her three boys and husband Gary.