Wealth advice for your life's goals

• CA
• CT
• FL
• IL
• IN
• KS
• MA
• MD
• ME
• MI
• NH
• NJ
• NY
• PA
• TN
• TX
• VA
• WA
• WV

Mitch Riesenberger serves as trusted advisor to clients who prefer to address the financial issues that play a vital role in determining the quality of life for themselves and their families. Through a tailored goals-driven planning process, Mitch and his team are dedicated to developing for each client a financial blueprint that brings his or her priorities into view and addresses the risks that stand in the way.  Whether it involves crafting a thoughtful investment strategy, addressing complex tax and estate planning issues, or designing a philanthropic giving program, Mitch believes proper planning can clear the path to a life well lived.

Prior to joining UBS Financial Services in 2015, Mitch and his team built relationships with his clients at the U.S. private banking group at Credit Suisse for 16 years. His appreciation for the role of steward of family wealth grew over years of guiding clients through challenging and confusing financial markets.  Mitch is grateful for the opportunity to provide for his family by giving advice and support to the families of his clients.

Mitch is also passionate about athletics, volunteering in coaching several youth sports for his three children. He also runs the Boston Marathon annually to raise funds for the American Liver Foundation.  In addition, Mitch serves on the Board of Directors of Dress For Success Boston, an organization that provides business attire and job search skills for at-risk women in the Boston area.  Mitch gives back to his alma mater, the University of Rochester by counseling undergrads on career planning and serving on an alumni advisory council for Delta Kappa Epsilon fraternity.

• University of Rochester

• Certified Private Wealth Advisor

• CA
• CO
• CT
• DC
• FL
• HI
• IN
• KS
• MA
• MD
• ME
• MI
• MT
• NC
• NE
• NH
• NJ
• NY
• PA
• RI
• SC
• TN
• TX
• UT
• VA
• VT
• WA
• WI
• WV

Jonathan Sachsel is a Senior Wealth Strategy Associate who taps into nearly two decades of experience in the financial sector to provide his clients with a seamless financial management experience. Jonathan’s attention to customer service and detail-oriented approach define his role at UBS. He is able to coordinate all aspects of the client relationship, providing the day to day support that high net worth individuals and the professionals who work with them need.

Jonathan’s ability to anticipate his clients' financial needs and facilitate solutions for them makes him invaluable.  He is experienced at leveraging UBS's vast resources in order to generate solutions for his clients. Jonathan's attention to detail and efficient delivery of service set him apart. In addition, Jonathan handles trading for the team. He is adept at identifying new equity ideas, seeking bonds and facilitating purchases and sales.

Jonathan started his financial services career at Paine Webber & Co. in New York before it was acquired by UBS.  He began working at Credit Suisse Group in 2007 before rejoining UBS at the end of 2015.

Jonathan lives in Hamilton, Massachusetts with his wife and two sons. He holds a Bachelor of Science degree in psychology from Virginia Tech.

• Virginia Tech, Bachelor of Science Degree in Psychology

• CERTIFIED FINANCIAL PLANNER