Barry P. Mitchell Jr.
The Next Level Private family is on a quest to build a community of people who want to strive towards financial independence, and who are looking for more in the way of significance and impact. This is not a job to Barry; it is a calling and way of life. The Next Level community is […]
Jenny G. Piche
Jenny is co-founder of Next Level Private and is responsible for our robust client engagement model. She started in the client services end of the financial services industry right out of college, and teamed up with Barry in 1999. Jenny’s interactions with clients for more than two decades have led her to create the experience […]
Gary J. Raniolo II
Gary has an unparalleled passion for helping others design the life they always envisioned. He prides himself in building lifelong relationships with each and every one of our clients, considering them an extended part of our family. Whether meeting at your kitchen table or your office, Gary enjoys nothing more than getting to know our […]
Maggie B. Smith
After leaving a career in finance to raise a family, Maggie joined our team in 2013. She currently spearheads our marketing efforts and leads our team in finding ways to continually enhance the client experience. Maggie understands client needs and focuses on helping to provide the highest levels of exemplary service and attention to detail. […]
Kate M. Bluvol
As our chief operating officer, Kate is responsible for all back office operations. Her diligent oversight empowers the team to focus on and deliver an exceptional client experience. She brings more than 30 years of experience helping companies improve operations in order to grow. Registered as a CPA in New York and New Jersey, Kate […]
Philip A. Johanson
Phil joined our firm after 28 successful years in the investment management business at Citi. He started his career at Shearson Lehman Brothers, transitioning through several roles and mergers. These culminated in his position at the Citi Private Bank as a senior portfolio manager. Phil brings a wealth of knowledge and experience in helping clients […]
Lori Pitta
Lori joined Next Level Private in 2025. She is a seasoned finance professional that began her career in public accounting and moved to the insurance industry where she held controller and financial reporting roles. Lori was also responsible for the external audit and regulatory reporting. Lori volunteers as treasurer for a not for profit, enjoys […]
Stephanie Scarlata
Stephanie Scarlata is a seasoned investment sales executive and strategic consultant with over two decades of experience across asset management, private wealth, and family office distribution. She has built a reputation as a top-performing leader known for driving revenue growth, cultivating high-impact relationships, and translating complex investment strategies into actionable solutions for financial advisors and […]
Randi Bergtraum
Randi Bergtraum is a seasoned professional with more than 25 years of experience across a diverse range of industries. A strategic and creative thinker, she specializes in developing innovative concepts and business solutions tailored to meet her clients’ evolving needs. Over the course of her career, Randi has built a strong foundation in business development, […]
Julie Tiedmann
Julie joined Next Level Private in 2026 as a Client Advocate, where she enjoys building meaningful relationships with clients while supporting the operational needs of the Client Service team. One of the highlights of her role has been getting to know clients and contributing to the warm, welcoming atmosphere of the office. Julie graduated from […]