Mike Genovese

Direttore/Membro del Consiglio presso

Mercy Foundation /CA/

Consumer Services

Miscellaneous

Finance

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 Operates foundation	Direttore/Membro del Consiglio	-

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Precedenti posizioni note di Mike Genovese

Società	Posizione	Fine
MAK Financial Services LLC MAK Financial Services LLC Investment ManagersFinance MAK Financial recommends asset allocations based on each client's unique economic situation, liquidity needs, risk tolerance, proposed investment period, need for diversification, current income needs, and present and anticipated tax situation. The firm also considers historical yields, potential appreciation and marketability before making investment recommendations. They recommend and manage many types of assets, including: exchange-listed securities, open- and closed-end investment companies, corporate debt, ETFs, US government securities, and other public and private securities or investments.	Fondatore	31/03/2021
Mercy Foundation /CA/ Mercy Foundation /CA/ Investment Trusts/Mutual FundsMiscellaneous Operates foundation	Corporate Officer/Principal	-

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Formazione di Mike Genovese

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Società collegate

Aziende private	3
San Diego State University San Diego State University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Mercy Foundation /CA/ Mercy Foundation /CA/ Investment Trusts/Mutual FundsMiscellaneous Operates foundation	Miscellaneous
MAK Financial Services LLC MAK Financial Services LLC Investment ManagersFinance MAK Financial recommends asset allocations based on each client's unique economic situation, liquidity needs, risk tolerance, proposed investment period, need for diversification, current income needs, and present and anticipated tax situation. The firm also considers historical yields, potential appreciation and marketability before making investment recommendations. They recommend and manage many types of assets, including: exchange-listed securities, open- and closed-end investment companies, corporate debt, ETFs, US government securities, and other public and private securities or investments.	Finance