Mike Genovese
Director/Board Member at Mercy Foundation /CA/
Profile
Michael Thomas Genovese is the founder of MAK Financial Services LLC, which was founded in 1987.
He held the title of Principal & Financial Advisor in 2021.
Currently, he is the Treasurer & Director at Mercy Foundation.
He previously held the position of Trustee at Mercy Foundation.
Mr. Genovese received an undergraduate degree from San Diego State University.
Mike Genovese active positions
| Companies | Position | Start |
|---|---|---|
Mercy Foundation /CA/
 Mercy Foundation /CA/ Investment Trusts/Mutual FundsMiscellaneous Mercy Foundation raises funds on behalf of the Sisters of Mercy, which include ministries and organizations within the Sacramento region. It focuses on healthcare, education, housing, and care for the poor and elderly. The company was founded in 1954 and is headquartered in Rancho Cordova, Canada. | Director/Board Member | - |
Former positions of Mike Genovese
| Companies | Position | End |
|---|---|---|
MAK Financial Services LLC
 MAK Financial Services LLC Investment ManagersFinance MAK Financial Services LLC (MAK Financial) is a wealth management firm and SEC-registered investment advisor headquartered in Sacramento, California. The firm was founded by Michael Genovese and Lon Burford in 1987 as Genovese Burford & Brothers Wealth and Retirement Plan Management LLC. They are wholly-owned by CapFinancial Partners LLC, ultimately owned by CapFinancial Holdings, Inc. MAK Financial provides wealth management services to high-net-worth individuals, business owners, families, and investment advisory services to fiduciaries of corporate retirement plans. | Founder | 2021-03-30 |
Mercy Foundation /CA/
Mercy Foundation /CA/ Investment Trusts/Mutual FundsMiscellaneous Mercy Foundation raises funds on behalf of the Sisters of Mercy, which include ministries and organizations within the Sacramento region. It focuses on healthcare, education, housing, and care for the poor and elderly. The company was founded in 1954 and is headquartered in Rancho Cordova, Canada. | Corporate Officer/Principal | - |
Training of Mike Genovese
| San Diego State University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
MAK Financial Services LLC
MAK Financial Services LLC Investment ManagersFinance MAK Financial Services LLC (MAK Financial) is a wealth management firm and SEC-registered investment advisor headquartered in Sacramento, California. The firm was founded by Michael Genovese and Lon Burford in 1987 as Genovese Burford & Brothers Wealth and Retirement Plan Management LLC. They are wholly-owned by CapFinancial Partners LLC, ultimately owned by CapFinancial Holdings, Inc. MAK Financial provides wealth management services to high-net-worth individuals, business owners, families, and investment advisory services to fiduciaries of corporate retirement plans. | Finance |
Mercy Foundation /CA/
Mercy Foundation /CA/ Investment Trusts/Mutual FundsMiscellaneous Mercy Foundation raises funds on behalf of the Sisters of Mercy, which include ministries and organizations within the Sacramento region. It focuses on healthcare, education, housing, and care for the poor and elderly. The company was founded in 1954 and is headquartered in Rancho Cordova, Canada. | Miscellaneous |
- Stock Market
- Insiders
- Mike Genovese
