![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
Algemeen Directeur bij
ZRC Wealth Management LLC
Profiel
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.
Actieve functies van Barry Mendelson
| Bedrijven | Functie | Begin |
|---|---|---|
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). | Algemeen Directeur | 01-07-2014 |
Opleiding van Barry Mendelson
Ervaring
Beklede functies
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Beursgenoteerde bedrijven
Bedrijven in privébezit
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95
Eerstegraads connecties
2
Bedrijven verbonden in de eerste graad
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Verwante bedrijven
| Bedrijven in privébezit | 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 |
