Perfil
Mr. Patrick M.
Mendenhall is a CEO, Director & Managing Partner at U.S.
Capital Advisors LLC, a Managing Partner & Chief Executive Officer at USCA Securities LLC and US Capital Wealth Advisors LLC.
He is on the Board of Directors at U.S.
Capital Advisors LLC.
He has over 33 years of experience in the Financial Services industry.
Mr. Mendenhall was previously a Managing Director and Complex Manager in the Wealth Management Group at UBS for 19 years.
His wealth management complex at UBS ranked in the top five wealth management complexes in the U.S.
for the UBS Wealth Management Group.
During his 15 years of running the complex, Mr. Mendenhall more than tripled the revenue and assets of his complex through recruiting and development.
He also seeded what became the UBS International Office in Houston and was instrumental in opening the UBS Private Banking office by contributing advisors to both operations.
Mr. Mendenhall graduated from Oregon State University.
He is a Trustee of the Oregon State University Foundation and previously sat on the Foundation’s Investment Committee.
Cargos activos de Patrick Michael Mendenhall
| Empresas | Cargo | Inicio |
|---|---|---|
U.S. Capital Advisors LLC
U.S. Capital Advisors LLC Investment ManagersFinance Provides wealth, asset management and investment banking services | Fundador | 01/01/2010 |
USCA Securities LLC
USCA Securities LLC Investment Banks/BrokersFinance Provides brokerage services | Director Ejecutivo | 16/12/1999 |
US Capital Wealth Advisors LLC
US Capital Wealth Advisors LLC Investment ManagersFinance USCWA manages strategies discussed with the client and based on the client’s stated investment goals, risk tolerance and objectives. | Director Ejecutivo | 11/05/2021 |
Antiguos cargos conocidos de Patrick Michael Mendenhall.
| Empresas | Cargo | Fin |
|---|---|---|
USCA RIA LLC
USCA RIA LLC Investment ManagersFinance USCA RIA offers their clients access to a wide range of investment strategies in their advisory accounts, including higher risk or aggressive investment strategies. The firm generally uses a mix of fundamental, technical and quantitative analysis. Investment strategies generally include asset allocation and diversification along with a mix of growth and value strategies. | Director Ejecutivo | 30/06/2021 |
Formación de Patrick Michael Mendenhall.
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Relaciones
Relaciones de 1er grado
Empresas vinculadas al 1er grado
Hombre
Mujer
Administradores
Ejecutivos
Empresas relacionadas
| Empresas privadas | 5 |
|---|---|
USCA Securities LLC
USCA Securities LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
U.S. Capital Advisors LLC
U.S. Capital Advisors LLC Investment ManagersFinance Provides wealth, asset management and investment banking services | Finance |
Oregon State University
Oregon State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
USCA RIA LLC
USCA RIA LLC Investment ManagersFinance USCA RIA offers their clients access to a wide range of investment strategies in their advisory accounts, including higher risk or aggressive investment strategies. The firm generally uses a mix of fundamental, technical and quantitative analysis. Investment strategies generally include asset allocation and diversification along with a mix of growth and value strategies. | Finance |
US Capital Wealth Advisors LLC
US Capital Wealth Advisors LLC Investment ManagersFinance USCWA manages strategies discussed with the client and based on the client’s stated investment goals, risk tolerance and objectives. | Finance |
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