Mike Genovese
Director/Board Member at Mercy Foundation /CA/
Mike Genovese active positions
| Companies | Position | Start | End |
|---|---|---|---|
Mercy Foundation /CA/
 Mercy Foundation /CA/ Investment Trusts/Mutual FundsMiscellaneous Mercy Foundation raises funds on behalf of the Sisters of Mercy, which include ministries and organizations within the Sacramento region. It focuses on healthcare, education, housing, and care for the poor and elderly. The company was founded in 1954 and is headquartered in Rancho Cordova, Canada. | Director/Board Member | - | - |
| Treasurer | - | - |
Career history of Mike Genovese
Former positions of Mike Genovese
| Companies | Position | Start | End |
|---|---|---|---|
MAK Financial Services LLC
 MAK Financial Services LLC Investment ManagersFinance MAK Financial Services LLC (MAK Financial) is a wealth management firm and SEC-registered investment advisor headquartered in Sacramento, California. The firm was founded by Michael Genovese and Lon Burford in 1987 as Genovese Burford & Brothers Wealth and Retirement Plan Management LLC. They are wholly-owned by CapFinancial Partners LLC, ultimately owned by CapFinancial Holdings, Inc. MAK Financial provides wealth management services to high-net-worth individuals, business owners, families, and investment advisory services to fiduciaries of corporate retirement plans. | Chief Investment Officer | 31/12/1986 | 30/03/2021 |
| Founder | 31/12/1986 | 30/03/2021 | |
| Investment Committee Member | 31/12/1986 | 30/03/2021 | |
| Portfolio Manager-Equities | 31/12/1986 | 30/03/2021 | |
| Head of Private Banking | 31/12/1986 | 30/03/2021 | |
Mercy Foundation /CA/
Mercy Foundation /CA/ Investment Trusts/Mutual FundsMiscellaneous Mercy Foundation raises funds on behalf of the Sisters of Mercy, which include ministries and organizations within the Sacramento region. It focuses on healthcare, education, housing, and care for the poor and elderly. The company was founded in 1954 and is headquartered in Rancho Cordova, Canada. | Corporate Officer/Principal | - | - |
Training of Mike Genovese
| San Diego State University | Undergraduate Degree |
Statistics
International
| United States | 4 |
Operational
| Chief Investment Officer | 1 |
| Founder | 1 |
| Investment Committee Member | 1 |
Sectoral
| Finance | 2 |
| Miscellaneous | 2 |
| Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 2 |
|---|---|
MAK Financial Services LLC
MAK Financial Services LLC Investment ManagersFinance MAK Financial Services LLC (MAK Financial) is a wealth management firm and SEC-registered investment advisor headquartered in Sacramento, California. The firm was founded by Michael Genovese and Lon Burford in 1987 as Genovese Burford & Brothers Wealth and Retirement Plan Management LLC. They are wholly-owned by CapFinancial Partners LLC, ultimately owned by CapFinancial Holdings, Inc. MAK Financial provides wealth management services to high-net-worth individuals, business owners, families, and investment advisory services to fiduciaries of corporate retirement plans. | Finance |
Mercy Foundation /CA/
Mercy Foundation /CA/ Investment Trusts/Mutual FundsMiscellaneous Mercy Foundation raises funds on behalf of the Sisters of Mercy, which include ministries and organizations within the Sacramento region. It focuses on healthcare, education, housing, and care for the poor and elderly. The company was founded in 1954 and is headquartered in Rancho Cordova, Canada. | Miscellaneous |
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