Accumulation and Distribution. How to climb your personal financial Mt. Everest and return to base camp alive

05/27/2021 CST • Booth 3249

As you move closer to a business exit, it is essential that you develop your personal cash flow plan as you have had for your business for so many years. It is that important!

Presented by:

Barry P. Mitchell Founder & Managing Director, Next Level Private

With a financial services career spanning more than 34 years, Barry is eminently qualified in his role as a trusted advocate helping clients navigate every type of market environment. He founded Next Level Private as an independent fiduciary advisor to serve their best interest. He takes great pride in his ability to add value by providing clients with a high standard of support, collaboration, and knowledge. Moreover, his experience in helping successful families, individuals, professionals, and business owners has deepened his expertise across diverse areas of wealth management. This enables him to deliver customized solutions for each client’s unique financial situation. Barry is a 1
With a financial services career spanning more than 34 years, Barry is eminently qualified in his role as a trusted advocate helping clients navigate every type of market environment. He founded Next Level Private as an independent fiduciary advisor to serve their best interest. He takes great pride in his ability to add value by providing clients with a high standard of support, collaboration, and knowledge. Moreover, his experience in helping successful families, individuals, professionals, and business owners has deepened his expertise across diverse areas of wealth management. This enables him to deliver customized solutions for each client’s unique financial situation. Barry is a 1983 graduate of Iona Prep in New Rochelle. He went on to graduate from Boston College in 1987 with a B.S. in finance and marketing. As part of his belief in the value of advanced training and education to help clients improve their financial fitness, Barry has earned multiple industry certifications including Chartered Retirement Planning Counselor (CRPC), Chartered Retirement Plans Specialist (CRPS), Chartered Advisor of Philanthropy (CAP), and Retirement Plan Consultant. At UBS, Barry was a member of the Pinnacle Council, which consisted of the firm’s top advisors. He was also a past member of the prestigious UBS Financial Advisor Advisory Council, a close partnership between the senior management, UBS home office, and a select group of the firm’s most respected advisors. Since 2018, he has been recognized annually as a Forbes Best-in-State Wealth Advisor for New York State, ranking as high as #8 in 2022. Most recently as a senior portfolio manager at UBS, Barry managed in excess of $900 million of assets and liabilities, offering advice on both sides of the balance sheet. In addition to his professional accomplishments, Barry has many philanthropic and civic interests. He is a member of the Boston College Wall Street Council, the Boston College Alumni Association, the Iona Prep Alumni Association, and the Elizabeth Seton Children’s Foundation Capital Committee. He is also the national co-chair of The Crusader Athletics Fund at The College of the Holy Cross. Barry and his wife Lis are also passionate supporters of Bronx Lacrosse. He is a golf enthusiast and an avid swimmer. He has participated in, and is a proud supporter of, Swim Across America. Barry and Lis live in Rye, New York, with their three children, Barry III, Margaret, and John. Barry III is a 2021 Boston College graduate, while Margaret (2022) and John (2025) are both attending The College of the Holy Cross and play on the school’s lacrosse teams.

UPDATES & INSPIRATION