Izaak Mendelson is Vice President and Director of Strategic Accounts with OppenheimerFunds' Registered Investment Advisor (RIA) channel. In this role, he is responsible for maintaining the firm's relationships with national strategic accounts, providing them information about the firm's investment capabilities and strategies as well as the latest insights and analyses from our thought leaders.
Izaak joined OppenheimerFunds in 2015 from Neuberger Berman, where he had responsibility for establishing and developing partnerships with RIAs, family offices, and bank trust companies. He began his career at Heritage Wealth Advisors in Richmond, VA, as an investment associate and operations manager. Izaak earned a B.A. in Finance from West Virginia University. Izaak is a Certified Financial Planner (CFP®) and holds FINRA Series 7 and 63 licenses.
- B.A. West Virginia University