Jonathan Manzo-Cardenas
Directeur Général chez Affinity Capital Advisors LLC
Profil
Mr. Jonathan Manzo-Cardenas is a Chief Compliance Officer & Managing Member at Affinity Capital Advisors LLC.
He has been an investment advisor for the past decade and successfully merged his practice with ACA in 2018.
His expertise ranges from investment management, workplace retirement programs, estate and insurance planning.
His clients benefit from his experience to consistently develop creative strategies for complex financial matters.
Mr. Manzo-Cardenas graduated from University of the Pacific with a degree in business and a concentration in finance.
Postes actifs de Jonathan Manzo-Cardenas
Sociétés | Poste | Début |
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Affinity Capital Advisors LLC
Affinity Capital Advisors LLC Investment ManagersFinance Affinity Capital Advisors LLC (ACA) is an independent, SEC-registered investment advisor headquartered in Berkeley, California. The firm was founded by Sean M. Kenmore in 2013. ACA assists individual investors, families, small businesses, non-profits and foundations with a broad spectrum of services. | Directeur Général | 01/02/2018 |
Formation de Jonathan Manzo-Cardenas
University of the Pacific | Undergraduate Degree |
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Entreprise privées | 1 |
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Affinity Capital Advisors LLC
Affinity Capital Advisors LLC Investment ManagersFinance Affinity Capital Advisors LLC (ACA) is an independent, SEC-registered investment advisor headquartered in Berkeley, California. The firm was founded by Sean M. Kenmore in 2013. ACA assists individual investors, families, small businesses, non-profits and foundations with a broad spectrum of services. | Finance |