Perfil
Mr. Corey A.
Mendoza, CPA, is a Senior Vice President at Robert W.
Baird & Co., Inc. He specializes in equity & fixed income portfolio management with clients ranging from the extremely conservative to a more aggressive investment approach.
Using his accounting background he focuses on tax preferential strategies in seeking to maximize investment returns.
Mr. Mendoza has been in the industry for 32 years, and has enjoyed a career with a variety of regional and multi-national investment firms, including Foster & Marshall, Shearson Lehman Hutton and Ragen MacKenzie/Wells Fargo Investments.
Additionally, he launched their own investment company, which they later sold to Ragen Mackenzie.
Prior to working in the investment industry, he worked as a Certified Public Accountant.
He graduated from the University of Washington in 1977 with a degree in Accounting.
Antiguos cargos conocidos de Corey Alan Mendoza.
| Empresas | Cargo | Fin |
|---|---|---|
Robert W. Baird & Co., Inc. (Private Banking)
 Robert W. Baird & Co., Inc. (Private Banking) Investment ManagersFinance Robert W. Baird & Co., Inc. (Private Banking) (RWBCI) is the wealth management division of Robert W. Baird & Co., Inc., an employee-owned wealth management, capital markets, asset management and private equity firm headquartered in Milwaukee, Wisconsin. The firm was founded in 1919 and is a subsidiary of Baird Financial Corp., ultimately held by Baird Financial Group, Inc. RWBCI offers its investment management services to all types of current or prospective clients, which include, but not limited to: individuals, trusts, estates, Retirement Accounts, pension and profit-sharing plans, charitable organizations, and corporations or other business entities. | Gestor de Cartera-Acciones | 16/11/2018 |
McAdams Wright Ragen, Inc. (Investment Management)
 McAdams Wright Ragen, Inc. (Investment Management) Investment ManagersFinance Founded in 1998, McAdams Wright Ragen, Inc. is an SEC-registered investment advisor and broker/dealer located in Seattle, Washington. In July 2014, the firm was acquired by Baird Financial Corp., which is, in turn, owned by Baird Holding Co., which is owned by Baird Financial Group, Inc. Their clients include individuals, high net-worth individuals, pension and profit sharing plans (other than plan participants), charitable organizations and corporations. | Gestor de Cartera-Acciones | 01/11/2014 |
Formación de Corey Alan Mendoza.
| University of Washington | Undergraduate Degree |
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| Empresas privadas | 2 |
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McAdams Wright Ragen, Inc. (Investment Management)
McAdams Wright Ragen, Inc. (Investment Management) Investment ManagersFinance Founded in 1998, McAdams Wright Ragen, Inc. is an SEC-registered investment advisor and broker/dealer located in Seattle, Washington. In July 2014, the firm was acquired by Baird Financial Corp., which is, in turn, owned by Baird Holding Co., which is owned by Baird Financial Group, Inc. Their clients include individuals, high net-worth individuals, pension and profit sharing plans (other than plan participants), charitable organizations and corporations. | Finance |
Robert W. Baird & Co., Inc. (Private Banking)
Robert W. Baird & Co., Inc. (Private Banking) Investment ManagersFinance Robert W. Baird & Co., Inc. (Private Banking) (RWBCI) is the wealth management division of Robert W. Baird & Co., Inc., an employee-owned wealth management, capital markets, asset management and private equity firm headquartered in Milwaukee, Wisconsin. The firm was founded in 1919 and is a subsidiary of Baird Financial Corp., ultimately held by Baird Financial Group, Inc. RWBCI offers its investment management services to all types of current or prospective clients, which include, but not limited to: individuals, trusts, estates, Retirement Accounts, pension and profit-sharing plans, charitable organizations, and corporations or other business entities. | Finance |
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