Philip Mendelsohn, CFA®

Philip Mendelsohn, CFA founded Triboro Investment Management and is the Chief Investment Officer. He is involved in setting firm wide investment policy decisions for all Triboro’s investment strategies. He has experience in many aspects of investment management, with demonstrated success in delivering superior investment results for clients. His broad base of business knowledge and experience has enabled him to successfully guide his All Cap strategy through challenging markets since 1999.

He is passionate about Sustainable investing and manages a Socially Responsible strategy. Phil was previously a Portfolio Manager with Global Capital Management and Palliser Bay Investment Management prior to opening his own firm. Phil earned a B.A. from Washington University in St. Louis and an M.B.A. from La Salle University in Philadelphia. He earned the Chartered Financial Analyst designation in 2002 and is a member of the CFA Institute and the CFA Society of Philadelphia.

Dan Dixon

Dan Dixon is a Partner responsible for marketing all of Triboro’s investment strategies. He works closely with Broker Dealers, Consultants, RIAs and Investment Platforms. Using his 20 years of investment experience Dan assists advisors and research analysts in understanding Triboro’s investment approach and process. His primary function is growing distribution opportunities for the firm.

Mr. Dixon was previously a Regional Consultant with Lockwood Financial, Global Capital Management, and Clark Capital Management as well as founder of Trident Distribution Partners. Dan holds FINRA series 6, 63, 65 licenses* and is a graduate of Coastal Carolina University with a B.S. in Business Administration.

 

*Trident Distribution Partners or Triboro Investment Management, LLC are not affiliates of Joseph Grace Holdings, Inc. Trident’s associates may be registered with Joseph Grace Holdings, Inc. Joseph Grace Holdings, Inc. will only conduct business in those states in which it is registered or is exempt.