What stage does Mendel Capital invest at?

Mendel Capital invests at the Seed stage.

Where is Mendel Capital located?

Mendel Capital is headquartered in Northbrook, US.

Mendel Capital

Northbrook · Seed · 7 people tracked

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Investment thesis

Mendel Money Management is a boutique wealth management and financial planning firm serving individuals, families, and retirees, founded in 1989 by Barry Mendel.

Source: firm website, verified Oct 2, 2026.

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Stage

Seed

Northbrook, US

Founded

1989

Team · 7 people

from the firm's website

Barry Mendel· Chief Investment Officerin

President and Chief Investment Officer who founded Mendel Money Management in 1989 after 15 years in the industry. Holds a B.S. in Business Administration from the University of Illinois and an MBA in Finance from California State University, San Francisco, and is a longtime CFA charterholder.

Bradley Mendel· Owner and Wealth Adviser· Greater Chicago Areain

Owner of Mendel Money Management, having purchased the firm from his father in 2020 after joining in 2013. A former actuary with an MBA in Finance from Kellogg (Northwestern) and a CFP designation, he focuses on helping families with financial planning.

Mark B. Burka· Wealth Adviser

Principal and Wealth Adviser who joined in 2022, bringing decades of investment management experience from Aon Corporation and Ziegler Capital Management. Holds degrees from the University of Wisconsin-Madison and the University of Chicago Booth, and is a CFA charterholder.

Alex Wasiunec· Wealth Management Associate· Greater Chicago Areain

Wealth adviser with a background in marketing analytics and market data analysis. He holds a B.A. in Business Administration from Saint Xavier University and an MBA in Personal Financial Planning from Indiana Wesleyan University; based in Palatine, Illinois.

Bridget Veenema· Director of Business Operations· Northbrook, Illinois, United Statesin

Director of Business Operations providing operational oversight and client service. She has experience in trading, commercial real estate, and private equity, and holds a BSE from the University of Michigan and an MBA from DePaul University.

Gina Lenzo· Office Manager· Greater Chicago Areain

Office Manager who joined in December 2023, with 30+ years of experience as a financial accountant. A Loyola University Chicago graduate with a background in commercial real estate and telecommunications family businesses.

Tiffany Joo· Director of Client Service· Evanston, ILin

Joined in 2024 as a Client Service Associate and serves as Director of Client Service. She holds a B.S. in Consumer Economics from the University of Illinois and has experience with individual and institutional clients; based in Evanston, Illinois.

Frequently asked questions

What stage does Mendel Capital invest at?: Mendel Capital invests at the Seed stage.
Where is Mendel Capital located?: Mendel Capital is headquartered in Northbrook, US.

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