Anderson Mitchell is a CFP® with 20 years of experience in the financial industry. He currently works at First Citizens Investor Services, Inc. and First Citizens Bank, having joined in 2026. Prior to this, he spent 14 years at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Mitchell also volunteered with Habitat for Humanity NYC and Westchester for two years. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and corporate entities. The firm’s approach includes IAR-led financial assessments and diversified portfolio management, with offerings such as UMAs, SMAs, model portfolios, and tax-aware services.

Venet Berisha is a financial advisor with First Citizens Investor Services, Inc. based in New York, NY. He holds Series 63 and Series 66 designations and has eight years of industry experience. Prior to joining First Citizens in 2026, he worked at J.P. Morgan Securities and JPMorgan Chase Bank for eight years. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm utilizes a client-focused process led by Investment Advisor Representatives, employing fundamental, quantitative, and technical analysis to manage portfolios across various asset classes.

Catalina Borrero is a financial advisor with First Citizens Investor Services, Inc. in New York, NY, holding Series 66, 63, and 65 credentials and 17 years of industry experience. Her prior experience includes roles at Banco Santander International, Morgan Stanley Private Bank, and JP Morgan Securities. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm focuses on personalized financial assessments and utilizes fundamental, quantitative, and technical analysis to manage portfolios across various asset classes.

Sapna Chudgar is a financial advisor at First Citizens Investor Services, Inc. with one year of industry experience. She holds a Series 66 designation and previously worked at Wilmington Trust Co and Morgan Stanley. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm offers portfolio management, wrap programs, model portfolios, and financial planning, using a client process that incorporates fundamental, quantitative, and technical analysis to allocate investments across multiple asset classes.