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.