Robert Mendel

Robert Mendel

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Robert Mendel

Portfolio Manager

Robert has more than 25 years of experience in portfolio management and investment banking. In 1990 he co-founded ProGenesis, a securities dealer, and in 1999 with assets totalling over $425 million, sold it to Dundee Securities where Robert stayed through 2005. Robert left Dundee to pursue investment banking and re-joined the investment industry in 2008 at GMP Private Client, the forerunner to Richardson GMP. Robert specializes in derivatives trading and various options strategies and was the executing broker for a S&P 500 hedge program that had assets totaling over $140 million. In 2017, Robert joined Palos Wealth Management.