Dennis A. Mendoza
Director Ejecutivo en Mendoza Wealth Management LLC .
Perfil
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.
Cargos activos de Dennis A. Mendoza
| Empresas | Cargo | Inicio |
|---|---|---|
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. | Director Ejecutivo | 01/01/2008 |
Antiguos cargos conocidos de Dennis A. Mendoza.
| Empresas | Cargo | Fin |
|---|---|---|
| B. RILEY FINANCIAL, INC. | Corporate Officer/Principal | - |
| Federal Reserve Bank of New York | Corporate Officer/Principal | - |
Formación de Dennis A. Mendoza.
| University of Virginia | Masters Business Admin |
| University of Pennsylvania | Undergraduate Degree |
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Empresas relacionadas
| Empresas cotizadas | 1 |
|---|---|
| B. RILEY FINANCIAL, INC. | Finance |
| Empresas privadas | 2 |
|---|---|
| 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 |
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