Dennis A. Mendoza
Vorstandsvorsitzender bei Mendoza Wealth Management LLC
Profil
Mr. Dennis A.
Mendoza, CFA MBA, is a President at Mendoza Wealth Management LLC.
Mr. Mendoza oversees the investment management process at the firm, including security selection and portfolio review.
Mr. Mendoza takes an active role in managing client relationships and implementing client portfolios.
He has extensive experience in providing wealthy families with strategic investment advice, including portfolio design and creation, and oversight of investment managers.
Prior to forming Mendoza Wealth, Mr. Mendoza has held positions at the Federal Reserve Bank of NY, NatWest Capital Markets and the Great American Group.
Mr. Mendoza received an MBA from the Darden School at the University of Virginia and a B.S.
in Economics from the Wharton School at the University of Pennsylvania.
Aktive Positionen von Dennis A. Mendoza
Unternehmen | Position | Beginn |
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Mendoza Wealth Management LLC
Mendoza Wealth Management LLC Investment ManagersFinance Mendoza Wealth Management LLC (Mendoza Wealth) is an independent investment advisor headquartered in Brookline, Massachusetts. The firm was founded by Dennis Mendoza in 2008. Mendoza Wealth provides portfolio management services to individuals, high-net worth individuals and charitable organizations. | Vorstandsvorsitzender | 01.01.2008 |
Ehemalige bekannte Positionen von Dennis A. Mendoza
Unternehmen | Position | Ende |
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B. RILEY FINANCIAL, INC. | Corporate Officer/Principal | - |
Federal Reserve Bank of New York | Corporate Officer/Principal | - |
Ausbildung von Dennis A. Mendoza
University of Virginia | Masters Business Admin |
University of Pennsylvania | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
Börsennotierte Unternehmen | 1 |
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B. RILEY FINANCIAL, INC. | Finance |
Private Unternehmen | 2 |
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Federal Reserve Bank of New York | Government |
Mendoza Wealth Management LLC
Mendoza Wealth Management LLC Investment ManagersFinance Mendoza Wealth Management LLC (Mendoza Wealth) is an independent investment advisor headquartered in Brookline, Massachusetts. The firm was founded by Dennis Mendoza in 2008. Mendoza Wealth provides portfolio management services to individuals, high-net worth individuals and charitable organizations. | Finance |