Joseph Mendell

Managing Director/ Client Relations
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Joseph Mendell joined the FiduciaryFirst Team in 2015 as a Managing Director, Client Relations. Joe will serve the Committee on a day-to-day basis. Joseph has over 20 years of experience in the financial services industry and is responsible for partnering with plan sponsors in all aspects of the management of their retirement plans. He provides clients with a well-documented and independent process to help drive overall plan success. 

Joe has technical expertise working directly with Retirement Plan Committees and Senior Executives at both public sector and not-for-profit client organizations. His extensive experience includes Governmental, For-Profit, and Tax-Exempt employer sponsored retirement Plans of all types. Joseph holds FINRA Series 6 and 63 licenses through LPL Financial, graduated with a B.A. in Financial Management from The Catholic University of America, and also holds an M.B.A. from Babson College. In his spare time Joseph enjoys watching his children playing sports, riding horses, and enjoying the beach. Prior to joining FiduciaryFirst, Joseph worked directly with Retirement Plan Committees and Senior Executives at both public sector and not-for-profit client organizations. He has extensive experience in defined contribution recordkeeping across all plan types including; Governmental, For-Profit, and Tax-Exempt Plans.

Licensing/Education:

  • M.B.A from Babson College
  • B.A. in Financial Management from The Catholic University of America

Areas of Specialty:

  • Fee and Cost Analysis
  • Multi-Vendor Plans
  • Gov’t 457(b) and 403(b) Plans
  • Investment Committee Review and Reporting
 

 

Client Lockbox

Contact Details

1060 Maitland Center Commons

Suite 360

Maitland, FL 32751

Phone: 866-625-4611

Fax: 407-740-6113

Email: info@fiduciaryfirst.com