Rockefeller Capital Management Welcomes The Mendoza Group of San Jose, CA, to its Rockefeller Global Family Office

view original post
[May 31, 2022]

Rockefeller Capital Management has announced that The Mendoza Group, a six-member team led by the respected father-son team of David and Matthew Mendoza, both Managing Directors and Private Wealth Advisors, has joined the firm’s Rockefeller Global Family Office (RGFO). Based in the Northern California’s Bay Area, the group is located in San Jose and becomes part of the Pacific Northwest Division, headed by Brian Riley.

“With more than four decades of experience, David Mendoza has earned the trust of business owners, executives, professionals and multiple generations of his clients’ families by guiding them expertly through changing economic conditions and market cycles,” said Christopher Dupuy, RGFO Co-Head and President of Private Wealth Management, and Michael Outlaw, RGFO National Field Director. “In his 15 years in the business, Matthew has brought the same level of dedication and excellence to clients served by the team.”

Both are Forbes’ “Best-in-State Wealth Advisors,” and Matthew has been on Forbes’ “Top Next-Gen Wealth Advisor” lists since 2017.

David Mendoza, a graduate of Santa Clara University, has spent most of his caeer to date with Merrill Lynch. Matthew Mendoza began his career in 2007 as an advisor with Merrill Lynch. He earned a bachelor’s degree in finance from California State University and an MBA from Saint Mary’s College in Moraga, CA. Matthew also holds the Chartered Retirement Planning Counselor (CRPC®) and Certified Private Wealth Advisor (CPWA®) designations.

Joining David and Matthew are: Vice President and Private Wealth Advisor Max Podlone, CPFA®; Vice President and Private Wealth Advisor Elizabeth McKown; Associate Vice President and Client Associate Sandy Tran; and Associate Vice President and Client Associate Virginia McDonald. More about The Mendoza Group, including bios and an overview of services offered, can be found at themendozagroup/.

About Rockefeller Capital Management
Rockefeller Capital Management was established in 2018 as a leading independent, privately-owned financial services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra-high-net-worth and high-net-worth individuals and families, institutions and corporations from 36 locations across the United States. Early in 2022, the Firm opened an office in London. As of March 31, 2022, the Firm was responsible for approximately $95 billion in client assets across its three business segments, the Rockefeller Global Family Office, which includes both the Private Wealth Management and Family Office businesses, Rockefeller Asset Management and Rockefeller Strategic Advisory.

View source version on

[ Back To’s Homepage ]