Mitchell Marenus is a Certified Financial Planner™and Chartered Financial Analyst holder specializing in investment planning and management uniquely related to high net worth individuals making the transition between Canada and the U.S. Based in Miami, FL, Mitch is the Chief Investment Officer of the firm and directs the investment management process through investment research and analysis, portfolio construction, and asset allocation for clients.
He brings a wealth of international investment knowledge and experience to the firm. In addition to the CFP® and CFA designations, Mitch holds a Master of Business Administration degree in Finance from New York University. Born and raised in New York, Mitch began working in the financial services field in 1986 and has over 25 years of experience in the industry. He has taught investment management and financial planning courses at three different universities and enjoys speaking at industry conferences.