Barry Mendelson

Chief Executive Officer at

ZRC Wealth Management LLC

Consumer Services

Finance

Profile

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.

Barry Mendelson active positions

Companies	Position	Start
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).	Chief Executive Officer	01/07/2014

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Private companies	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