Mitch Zides, CFA, CFP®

A Career in Institutional Asset Management

Mitch has spent his entire career in the investment industry, refining his craft at some of the world’s most respected asset management firms. Prior to founding Constant Guidance, he held positions at Wellington Management, Pioneer Investments, and John Hancock Funds. This background provides the institutional experience he now leverages to protect and grow wealth for private clients as a dedicated Fiduciary Wealth Advisor.

Disciplined, Active Portfolio Management

Mitch distinguishes himself through proactive, tactical management, not a passive "set it and forget it" approach. He builds customized strategies designed to secure retirement income and manage risk in real-time. His expertise includes:

• ✓ Income Generation: Implementing covered call strategies to enhance portfolio yield.
• ✓ Safety & Liquidity: Constructing direct Treasury portfolios to maximize safe yield without credit risk.
• ✓ Core Growth: Blending fundamental value analysis with cost-effective Bond ETFs for stability.

Commitment to the Highest Professional Standards

Mitch is committed to the highest standards of the profession, holding the CFA® (Chartered Financial Analyst) charter and the CFP® (Certified Financial Planner™) certification. This rigorous educational background ensures every decision is technically sound and serves the client’s broader life goals. He earned his BS in Finance from the University of Massachusetts, Amherst, and his MBA from Bryant University.

Life in the Community

Mitch lives in North Attleboro, MA, with his wife, Bridgitte, and their three children. Being centrally located allows him to effectively serve clients throughout Massachusetts and Rhode Island. Bridgitte is a dedicated educator in the Attleboro school system, and the family is deeply rooted in the local community. When not analyzing markets, Mitch enjoys coaching his kids, playing sports, and golfing.