Dedication. Experience. Service.

At Mendel Money Management, we go above and beyond for our clients. By working together, we ensure an exceptional client experience. Our boutique size and commitment to client service allows us to serve you well.

Barry is our President and Chief Investment Officer at Mendel Money Management. He grew up in the West Rogers Park neighborhood of Chicago and inherited his father’s interest in the stock market. After 15 years in the business, his passion for the capital markets led him to break out on his own. In 1989, he formed Mendel Money Management.
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Barry Mendel, CFA

Chief Investment Officer

Brad joined Mendel Money Management in 2013 and is a Wealth Adviser. He graduated from Boston University in 2014 with a B.A. in Computer Science. He began his career as a small business consultant with a focus on their Information Technology infrastructure.
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Bradley Mendel, CFP®, EA

Wealth Adviser

Mark joined Mendel Money Management in 2022 and is currently a Principal and Wealth Adviser. He is a 1972 graduate from the University of Wisconsin-Madison with a double major in Philosophy and Economics. In 1974 Mark earned his Master of Business Administration from The University of Chicago Booth School of Business. He began his career as an Investment Analyst at Northern Trust Company and then Burton J. Vincent Chesley & Co.
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Mark B. Burka, CFA

Wealth Adviser

Alex graduated from Saint Xavier University in 2015 with a B.A in Business Administration. He began his career working for a technology startup focused in marketing analytics, where he held roles ranging from client services to accounting. Additionally, he held the position of Market Data Analyst at Stepan Company, a large chemical manufacturer, where he provided business solutions for internal stakeholders based on the needs of their markets. In October 2021, Alex completed his MBA at Indiana Wesleyan University with a finance degree focused in Personal Financial Planning.
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Alex Wasiunec

Wealth Management Associate

Bridget Veenema is our Director of Client Service providing detailed oversight and operational support to ensure our clients receive optimal service. Bridget is an accomplished financial professional with an extensive background in client relationship management, working with executives, family offices, and retirees. She brings 15 years of experience in stock and options trading, commercial real estate management, and private equity.
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Bridget Veenema

Director of Client Service

Gina Lenzo is our Office Manager and joined the Mendel Team in December 2023. Gina is a skilled financial accountant with extensive experience in accounting and analysis. She brings 30+ years of experience in detail-oriented and dedicated service to clients with accurate and timely attention.
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Gina Lenzo