![Barry Mendelson](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>)
Barry Mendelson
Verkställande Direktör på
ZRC Wealth Management LLC
Profil
Mr. Barry N.
Mendelson is a Wealth Advisor & Managing Partner at Elevation Wealth Partners LLC (California).
He has been in the financial services industry since 1994.
Prior to joining Elevation Wealth Partners in 2014, Mr. Mendelson was the Founder & President of Elevation Wealth Management in Walnut Creek, California.
Over his career, he has worked for companies that today collectively manage more than $1 trillion, including Charles Schwab & Co., Neuberger Berman and Franklin Templeton Investments.
He earned a B.A. in Economics and Accounting from the University of California at Santa Barbara.
Aktiva positioner av Barry Mendelson
| Företag | Position | Start |
|---|---|---|
ZRC Wealth Management LLC
 ZRC Wealth Management LLC Investment ManagersFinance Elevation's investment approach is based on timeless economic principles and academically proven investment strategies. The firm focuses on developing diversified portfolios, principally through the use of institutional, mostly low-cost, tax- efficient, no load mutual funds or Exchange Traded Funds (ETFs). | Verkställande Direktör | 2014-07-01 |
Barry Mendelsons utbildningar
Erfarenheter
Innehade positioner
Aktiva
Inaktiva
Börsnoterade företag
Privata företag
Relationer
95
Första gradens relationer
2
Företag kopplade till första graden
Man
Kvinna
Styrelseledamöter
Chefer
Kopplade företag
| Privata företag | 2 |
|---|---|
University of California, Santa Barbara
 University of California, Santa Barbara Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
ZRC Wealth Management LLC
ZRC Wealth Management LLC Investment ManagersFinance Elevation's investment approach is based on timeless economic principles and academically proven investment strategies. The firm focuses on developing diversified portfolios, principally through the use of institutional, mostly low-cost, tax- efficient, no load mutual funds or Exchange Traded Funds (ETFs). | Finance |
