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Dan Mendelson, CPFA

Private Advisor, Managing Director

Dan Mendelson is a Private Advisor, Managing Director at CM Wealth Partners of Rockefeller Capital Management.

Prior to joining Rockefeller Capital Management in 2020, Dan spent 12 years as a financial advisor at Merrill Lynch is Northbrook, Il., after 11 years with Smith Barney in Chicago. Before that, he was a financial and credit analyst at NBD (now JPMorgan Chase).

Dan earned his bachelor’s degree from Indiana University, where he majored in Business Finance.

As a member of the Board of the Business Executives Association of Chicago, Dan stays abreast of the local issues facing businesses in his community.

Beyond working with clients and studying the financial markets, Dan enjoys astronomy, basketball, movies, travel and spending time with his family. Dan lives with his wife and children in Highland Park, Ill., where he was born and raised.