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Profil
Mr. Corey A. Mendoza, CPA, is a Senior Vice President at Robert W.
Baird & Co., Inc. He specializes in equity & fixed income portfolio management with clients ranging from the extremely conservative to a more aggressive investment approach.
Using his accounting background he focuses on tax preferential strategies in seeking to maximize investment returns.
Mr. Mendoza has been in the industry for 32 years, and has enjoyed a career with a variety of regional and multi-national investment firms, including Foster & Marshall, Shearson Lehman Hutton and Ragen MacKenzie/Wells Fargo Investments.
Additionally, he launched their own investment company, which they later sold to Ragen Mackenzie.
Prior to working in the investment industry, he worked as a Certified Public Accountant.
He graduated from the University of Washington in 1977 with a degree in Accounting.
Anciens postes connus de Corey Alan Mendoza
| Sociétés | Poste | Fin |
|---|---|---|
Robert W. Baird & Co., Inc. (Private Banking)
 Robert W. Baird & Co., Inc. (Private Banking) Investment ManagersFinance Baird WPM offers various investment strategies, which includes Equity, Fixed Income or Bond, Balanced, Value, Growth, Income, Economic Industry or Sector Focused, International, Global, Geographic Region or Country Focused, Tactical and Rotation, and Alternative Strategies and Complex Strategies. | Gestionnaire de Portefeuille-Actions | 16/11/2018 |
McAdams Wright Ragen, Inc. (Investment Management)
 McAdams Wright Ragen, Inc. (Investment Management) Investment ManagersFinance McAdams Wright Ragen (MWR) employs a value oriented investment process that is based on fundamental analysis, with emphasis on a bottom-up approach. The firm's fundamental analysis seeks to determine the intrinsic value of a company. They seek to buy companies which are trading at a sufficient discount to their intrinsic value and to sell them once their intrinsic value is realized in the market. MWR generally provides advice regarding the following securities: (1) exchange-listed securities (2) securities traded over-the-counter (3) foreign issuers (4) warrants (5) corporate debt securities (other than commercial paper) (6) commercial paper (7) certificates of deposit (8) municipal securities (9) mutual fund shares (10) US government securities and (11) options contracts on securities. | Gestionnaire de Portefeuille-Actions | 01/11/2014 |
Formation de Corey Alan Mendoza
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Sociétés cotées
Entreprise privées
Relations
92
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3
Entreprises liées au 1er degré
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| Entreprise privées | 3 |
|---|---|
University of Washington
 University of Washington Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Robert W. Baird & Co., Inc. (Private Banking)
Robert W. Baird & Co., Inc. (Private Banking) Investment ManagersFinance Baird WPM offers various investment strategies, which includes Equity, Fixed Income or Bond, Balanced, Value, Growth, Income, Economic Industry or Sector Focused, International, Global, Geographic Region or Country Focused, Tactical and Rotation, and Alternative Strategies and Complex Strategies. | Finance |
McAdams Wright Ragen, Inc. (Investment Management)
McAdams Wright Ragen, Inc. (Investment Management) Investment ManagersFinance McAdams Wright Ragen (MWR) employs a value oriented investment process that is based on fundamental analysis, with emphasis on a bottom-up approach. The firm's fundamental analysis seeks to determine the intrinsic value of a company. They seek to buy companies which are trading at a sufficient discount to their intrinsic value and to sell them once their intrinsic value is realized in the market. MWR generally provides advice regarding the following securities: (1) exchange-listed securities (2) securities traded over-the-counter (3) foreign issuers (4) warrants (5) corporate debt securities (other than commercial paper) (6) commercial paper (7) certificates of deposit (8) municipal securities (9) mutual fund shares (10) US government securities and (11) options contracts on securities. | Finance |
