Jonathan Manzo-Cardenas
Vorstandsvorsitzender bei Affinity Capital Advisors LLC
Profil
Mr. Jonathan Manzo-Cardenas is a Chief Compliance Officer & Managing Member at Affinity Capital Advisors LLC.
He has been an investment advisor for the past decade and successfully merged his practice with ACA in 2018.
His expertise ranges from investment management, workplace retirement programs, estate and insurance planning.
His clients benefit from his experience to consistently develop creative strategies for complex financial matters.
Mr. Manzo-Cardenas graduated from University of the Pacific with a degree in business and a concentration in finance.
Aktive Positionen von Jonathan Manzo-Cardenas
Unternehmen | Position | Beginn |
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Affinity Capital Advisors LLC
Affinity Capital Advisors LLC Investment ManagersFinance Affinity Capital Advisors LLC (ACA) is an independent, SEC-registered investment advisor headquartered in Berkeley, California. The firm was founded by Sean M. Kenmore in 2013. ACA assists individual investors, families, small businesses, non-profits and foundations with a broad spectrum of services. | Vorstandsvorsitzender | 01.02.2018 |
Ausbildung von Jonathan Manzo-Cardenas
University of the Pacific | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
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Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
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Führungskräfte
Unternehmensverbindungen
Private Unternehmen | 1 |
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Affinity Capital Advisors LLC
Affinity Capital Advisors LLC Investment ManagersFinance Affinity Capital Advisors LLC (ACA) is an independent, SEC-registered investment advisor headquartered in Berkeley, California. The firm was founded by Sean M. Kenmore in 2013. ACA assists individual investors, families, small businesses, non-profits and foundations with a broad spectrum of services. | Finance |