We are a seasoned team dedicated to serving our clients’ investment and wealth management needs.
Geoffrey H. Niebaum
Partner, Chief Executive Officer
As CEO of Mendel Capital Geoff focuses on the structure of the firm’s strategies, investment analysis, public market security selection, and the strategic growth of the firm. Geoff works diligently to maintain the firm’s client-first focus and enhancing their experience through added services and firm insights.
Geoff has over 15 years of experience in the investment advisory business. Prior to joining Mendel Capital, Geoff was a Partner and Portfolio Manager for Integra Capital Advisors, a Registered Investment Advisory firm headquartered in Bradenton, Florida. Geoff started his investment management career with Morgan Stanley Smith Barney, in Sarasota, FL. Geoff earned a Master of Business Administration from the University of South Florida and a Bachelor of Arts in Marketing from St. Leo University. Geoff and his wife, Katie (a native Arkansan), live in Little Rock with their son, Graham.
As CFO, Maureen is the Chief Compliance and Operating Officer for the firm. In this role she focuses on the firm’s operations and services, ensuring they remain both client focused and compliant with SEC regulations. She advises clients on their wealth management concerns, retirement plan services, portfolio management and investment analysis.
Maureen has been integral to the firm’s continued success. Since joining Mendel Capital in 2000 she has earned her series 65 license, the CFS designation (Certified Fund Specialist) and a Master of Business Administration. Maureen is third-generation “Wall Street,” so you can say it is in her blood. Maureen and her husband of 30+ years, Phil, have called Arkansas home since 2000. They live in Little Rock with their rescue pups Joey and Enzo.
Jen is responsible for ensuring that client requests and needs are met. Jen coordinates with the management team and the firm’s custodians regarding client forms and applications, in addition to supporting the portfolio management team by providing key investment and client return data.
Jen spent the first 10 years of her life traveling the world with her military family. Arkansas has been her home since landing back in the U.S. She is a graduate of the University of Arkansas – Pulaski Technical College and previously worked for the State of Arkansas. She and her partner of 15 years, Jason, live in Little Rock with their son, Nick, and a menagerie of dogs and cats.
MENDEL BY THE NUMBERS
INVESTMENT GROWTH FOR THE FUTURE
Who we manage money for as a percentage of total firm assets under management.