Mr. Dennis Mendoza is the founder of Mendoza Wealth Management, LLC. He oversees the investment management process at the firm, including security selection and portfolio review. Mr. Mendoza takes an active role in managing client relationships and implementing client portfolios.
He has extensive experience in providing wealthy families with strategic investment advice, including portfolio design and creation, and oversight of investment managers.
Prior to forming Mendoza Wealth, Mr. Mendoza has held positions at the Federal Reserve Bank of NY, NatWest Capital Markets and the Great American Group.
Mr. Mendoza received an MBA from the Darden School at the University of Virginia and a B.S. in Economics from the Wharton School at the University of Pennsylvania.
Mr. Mendoza also serves on the Board of Directors of Freedom Bank of NJ, a local community bank he helped found in 2008.