Mike Genovese
Direttore/Membro del Consiglio presso Mercy Foundation /CA/
Profilo
Michael Thomas Genovese is the founder of MAK Financial Services LLC, which was founded in 1987.
He held the title of Principal & Financial Advisor in 2021.
Currently, he is the Treasurer & Director at Mercy Foundation.
He previously held the position of Trustee at Mercy Foundation.
Mr. Genovese received an undergraduate degree from San Diego State University.
Posizioni attive di Mike Genovese
| Società | Posizione | Inizio |
|---|---|---|
Mercy Foundation /CA/
 Mercy Foundation /CA/ Investment Trusts/Mutual FundsMiscellaneous Mercy Foundation raises funds on behalf of the Sisters of Mercy, which include ministries and organizations within the Sacramento region. It focuses on healthcare, education, housing, and care for the poor and elderly. The company was founded in 1954 and is headquartered in Rancho Cordova, Canada. | Direttore/Membro del Consiglio | - |
Precedenti posizioni note di Mike Genovese
| Società | Posizione | Fine |
|---|---|---|
MAK Financial Services LLC
 MAK Financial Services LLC Investment ManagersFinance MAK Financial Services LLC (MAK Financial) is a wealth management firm and SEC-registered investment advisor headquartered in Sacramento, California. The firm was founded by Michael Genovese and Lon Burford in 1987 as Genovese Burford & Brothers Wealth and Retirement Plan Management LLC. They are wholly-owned by CapFinancial Partners LLC, ultimately owned by CapFinancial Holdings, Inc. MAK Financial provides wealth management services to high-net-worth individuals, business owners, families, and investment advisory services to fiduciaries of corporate retirement plans. | Fondatore | 31/03/2021 |
Mercy Foundation /CA/
Mercy Foundation /CA/ Investment Trusts/Mutual FundsMiscellaneous Mercy Foundation raises funds on behalf of the Sisters of Mercy, which include ministries and organizations within the Sacramento region. It focuses on healthcare, education, housing, and care for the poor and elderly. The company was founded in 1954 and is headquartered in Rancho Cordova, Canada. | Corporate Officer/Principal | - |
Formazione di Mike Genovese
| San Diego State University | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
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Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
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Società collegate
| Aziende private | 2 |
|---|---|
MAK Financial Services LLC
MAK Financial Services LLC Investment ManagersFinance MAK Financial Services LLC (MAK Financial) is a wealth management firm and SEC-registered investment advisor headquartered in Sacramento, California. The firm was founded by Michael Genovese and Lon Burford in 1987 as Genovese Burford & Brothers Wealth and Retirement Plan Management LLC. They are wholly-owned by CapFinancial Partners LLC, ultimately owned by CapFinancial Holdings, Inc. MAK Financial provides wealth management services to high-net-worth individuals, business owners, families, and investment advisory services to fiduciaries of corporate retirement plans. | Finance |
Mercy Foundation /CA/
Mercy Foundation /CA/ Investment Trusts/Mutual FundsMiscellaneous Mercy Foundation raises funds on behalf of the Sisters of Mercy, which include ministries and organizations within the Sacramento region. It focuses on healthcare, education, housing, and care for the poor and elderly. The company was founded in 1954 and is headquartered in Rancho Cordova, Canada. | Miscellaneous |
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