Experience Makes all the difference

WIth more than 150 years of combined industry experience, The Mistry Group brings a comprehensive, focused approach to all aspects of your financial life.  

We are proud to serve the wealth management needs of a select group of high-net-worth families, frequently over multiple generations.

Through our creative, team-driven process, we bring a personalized and holistic approach to wealth management.

Sherwyn J. Mistry

Senior Vice President - Wealth Management
Financial Advisor
Corporate Stock Benefit Consultant
Visit my personal page
734-416-1069

email   Connect with me on LinkedIn



Sherwyn has more than 32 years of industry experience, and began his career in financial services as an account executive at E.F. Hutton & Co. in 1987.   His focus within the Mistry Group is developing corporate and executive relationships, including advising companies on equity compensation and stock options plans.  He is one of a small group of advisors within the firm to hold the Corporate Stock Benefit Consultant (CBSC) designation, as an approved consultant within the UBS Equity Plan Advisory Services division.

Sherwyn is a passionate outdoorsman, and enjoys spending time with his family at home in Plymouth, and at his house on the Au Sable river.


Registered States:
AL, AZ, CA, CO, CT, FL, GA, IL, KS, LA, MD, MI, MN, MO, NC, NH, NV, NY, OH, PA, SC, TN, TX, UT, VA, VT, WA


Y. Jamie Mistry

Senior Vice President - Wealth Management
Financial Advisor
Senior Portfolio Manager
Visit my personal page
734-416-1556

email   Connect with me on LinkedIn



With more than 27 years of industry experience, Jamie manages a high net-worth consulting & wealth management practice.  His core philosophy is based on a highly-tailored, collaborative approach to helping clients with the management and preservation of their wealth.  Within the Mistry Group, Jamie leads the asset management practice, overseeing several customized discretionary portfolios.

Jamie is very active in his community, and has served on the boards of a number of local non-profit organizations.  He enjoys music and theater, and is a partner in the Mani / Isalita restaurants in Ann Arbor.  He currentlly chairs the board of the Encore Musical Theatre.

Jamie is a graduate of the University of Michigan, Ann Arbor and holds Series 7, 3, 63 and 65 securities licenses as well as various insurance licenses.


Registered States:
AL, AZ, CA, CO, CT, FL, GA, IL, IN, KS, LA, MD, MI, MN, MO, NC, NH, NV, NY, OH, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI


Timothy Mistry

Senior Vice President - Wealth Management
Financial Advisor
Visit my personal page
734-416-1109

email   Connect with me on LinkedIn



With over 18 years of industry experience, Tim's specialization is on the needs of senior automotive executives.  He oversees the focus on Executive Services for the Mistry Group, and serves as the lead advisor on several corporate engagements.  Tim brings a core-competency in managing concentrated stock, restricted stock and stock options to the planning process for our clients facing a broad and complex range of company specific planning decisions. 

He is passionate about providing exceptional, unsurpassed service to our clients, and often coordinates with legal and tax experts for a comprehensive, holistic approach to wealth management.

Tim in a graduate of Michigan State University, and enjoys road cycling, running and sport fishing.  He is on the Board of Directors of Jaguar Affiliates of Michigan, and resides in Northville with his wife Jennifer and their three daughters.


Registered States:
AL, AZ, CA, CO, CT, FL, GA, IL, IN, KY, LA, MA, MD, MI, MN, MO, NC, NH, NV, NY, OH, PA, SC, TN, TX, UT, VA, VT, WA, WI


Oliver Owens

First Vice President - Wealth Management
Financial Advisor
Chartered Retirement Planning Counselor (CRPC®)
Visit my personal page
734-416-1884

email




Registered States:
AL, AZ, CA, CO, CT, FL, GA, IL, IN, LA, MD, MI, MN, MO, MT, NC, NH, NV, NY, OH, PA, SC, TN, TX, UT, VA, VT, WA


Joshua C. Mrozowski, CFA, CFP

Senior Wealth Strategy Associate
Corporate Stock Benefit Consultant
Chartered Financial Analyst®
CERTIFIED FINANCIAL PLANNER™
734-416-1168

email



Joshua has more than 7 years of industry experience, and joined UBS in 2013 after working in the Finance organization of Ally Financial.  He coordinates all financial planning efforts across the Mistry Group, as well as overseeing a number of aspects of our client experience.

Joshua graduated from Kalamazoo College with a degree in Economics and Business. 

He lives in Plymouth with his wife Emily, and their two children.


Registered States:
FL, IL, MA, MI


Sahar Hakim

Client Service Associate
734-416-1859

email



With more than 15 years of financial services experience, Sahar's main focus is to provide clients with outstanding concierge service. Sahar holds Series 7 and 63 securities licenses.


Registered States:
FL, IL, MI, SC


Amy Majeske

Client Service Associate
734-416-1915

email



Amy has more than 22 years of industry experience. She holds an Undergraduate degree from Eastern Michigan University as well as Series 7, 66 (63 and 65) securities licenses.

 


Registered States:
FL, IL, MI, OH, TX


Keegan J. Mistry

Client Service Associate
734-416-1806

email



Keegan provides team support in all areas of research and financial planning to the Mistry Group, as well as serving a variety of client service roles.  

He hold a degree in Politial Science from the University of Toledo, and enjoys studying mega-trends and how economic and demographic patterns influence investing and the capital markets.

Outside of the office, he loves to ski, hike and travel with his wife Susan to new and unique locations.


Registered States:
MI