Profile
Mr. Bradley A. Mendel is a Vice President & Wealth Adviser at Mendel Money Management, Inc. He joined the firm in 2013.
Mr. Mendel began his career as a small business consultant with a focus on their Information Technology infrastructure.
In 2006, he decided to accept a position as an actuary at Shore Tompkins Actuarial Resources.
His primary role was to consult with small business owners on the design and administration of their defined benefit and defined contribution plans.
He graduated from Boston University in 2004 with a B.A. in Computer Science and earned his M.B.A. in Finance from the Kellogg School of Management at Northwestern University.
Brad Mendel active positions
| Companies | Position | Start |
|---|---|---|
Mendel Money Management, Inc.
Mendel Money Management, Inc. Investment ManagersFinance MMM creates portfolios consisting of one or all of the following: individual equities, bonds, no-load mutual funds, load-waived mutual funds, exchange traded funds, and/or other investment products. They allocate the client’s assets among various investments taking into consideration the overall management style selected by the client. The firm relies primarily on its research activities in formulating investment programs for clients and will continually follow the progress of existing investments. | Chief Executive Officer | 01/03/2020 |
Training of Brad Mendel
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| Private companies | 3 |
|---|---|
Boston University
Boston University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Mendel Money Management, Inc.
Mendel Money Management, Inc. Investment ManagersFinance MMM creates portfolios consisting of one or all of the following: individual equities, bonds, no-load mutual funds, load-waived mutual funds, exchange traded funds, and/or other investment products. They allocate the client’s assets among various investments taking into consideration the overall management style selected by the client. The firm relies primarily on its research activities in formulating investment programs for clients and will continually follow the progress of existing investments. | Finance |
Kellogg School of Management
Kellogg School of Management Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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