![Dennis A. Mendoza](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Dennis A. Mendoza
Directeur Général chez
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.
Postes actifs de Dennis A. Mendoza
| Sociétés | Poste | Début |
|---|---|---|
Mendoza Wealth Management LLC
 Mendoza Wealth Management LLC Investment ManagersFinance Mendoza Wealth invests their clients' assets, on a discretionary basis, portfolios of equity and fixed-income securities, mutual funds, ETFs, and, occasionally, options in accordance with each client's investment objectives and risk tolerance. The firm uses a combination of technical and fundamental methods to assess risks and opportunities in the capital markets. Mendoza Wealth seeks to invest in securities with a long-term time horizon, from 3-5 years, both to realize preferable tax rates on long-term capital gains and to manage trading expenses. | Directeur Général | 01/01/2008 |
Anciens postes connus de Dennis A. Mendoza
| Sociétés | Poste | Fin |
|---|---|---|
| BRC GROUP HOLDINGS, INC. | Corporate Officer/Principal | - |
Federal Reserve Bank of New York
 Federal Reserve Bank of New York General GovernmentGovernment Federal reserve bank | Corporate Officer/Principal | - |
Formation de Dennis A. Mendoza
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
97
Relations au 1er degré
5
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
University of Virginia
 University of Virginia Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Pennsylvania
 University of Pennsylvania Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Federal Reserve Bank of New York
Federal Reserve Bank of New York General GovernmentGovernment Federal reserve bank | Government |
B. Riley Financial, Inc.
 B. Riley Financial, Inc. Investment Banks/BrokersFinance Operates as an independent investment bank | Finance |
Mendoza Wealth Management LLC
Mendoza Wealth Management LLC Investment ManagersFinance Mendoza Wealth invests their clients' assets, on a discretionary basis, portfolios of equity and fixed-income securities, mutual funds, ETFs, and, occasionally, options in accordance with each client's investment objectives and risk tolerance. The firm uses a combination of technical and fundamental methods to assess risks and opportunities in the capital markets. Mendoza Wealth seeks to invest in securities with a long-term time horizon, from 3-5 years, both to realize preferable tax rates on long-term capital gains and to manage trading expenses. | Finance |
