![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
Amministratore Delegato presso
ZRC Wealth Management LLC
Profilo
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.
Posizioni attive di Barry Mendelson
| Società | Posizione | Inizio |
|---|---|---|
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). | Amministratore Delegato | 01/07/2014 |
Formazione di Barry Mendelson
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
95
Relazioni di 1° grado
2
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 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 |
