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Christopher Mendoza

Christopher Mendoza

Co-founder & President

Factor Technologies Inc.

Greater San Diego Area

I work at the intersection of finance and technology, often referred to as FinTech. At Factor Technologies, we are developing ground-breaking tools, platforms, and programs to solve problems for financial professionals and individual investors. For financial professionals, these offerings include methods of automating asset ...

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Factor Technologies Inc.

Co-founder & President

Christopher Mendoza is the co-founder, President, and Chief Investment Officer of Factor Technologies; he is responsible for the implementation of the company's investment strategies and the deployment of web-based investment tools for both financial advisers and individual investors. In short, he is responsible for all day-to-day operations of the company.

Career medium 03
Career

Graham Investment Management, Inc.

Portfolio Manager

Graham creates and manages portfolios on behalf of other wealth advisors and private clients.

+ Responsible for managing client portfolios in adherence to the Investment Policy Statement (IPS).

+ Developed a 401k program that enabled Graham to accept a range of fiduciary duties ranging from ERISA section 3(21) limited scope to ERISA section 3(38) full scope.

+ Developed 401k asset allocation programs that were specific to investors' targeted returns while taking into account risk profiles.

+ Developed values based wealth management process that allows individual families to develop an implement a wealth plan that is customized to their needs.

+ Developed relationships with other investment advisors where Graham would act in a sub-advisory capacity on the management of investment portfolios.

+ Responsible for advising and managing the team that develops proprietary index's.

+ Responsible for advising and managing the team that is responsible for all proposed client related small business acquisitions.

+ Responsible for coordinating, analyzing, and conducting the research of public securities and private placement memorandums (PPM).

+ Responsible for managing the mix of securities in client portfolios.

+ Responsible for compliance and regulatory matters.

Career medium 05
Career

JING Institute, LLC

Director

The JING Institute of Chinese Martial Arts and Culture provides classes in Kung Fu, Tai Chi (Taiji), and Chinese Culture such as Language, Drumming, Archery, Teas & Food, Arms & Armor, History, and Strategy through the game of "Go"; A holistic learning institute.

Career medium 06
Career