Since 1994, Isaac Menda has personally managed the placement of over 300 highly skilled executives in the Investment Management industry. He focuses on servicing the needs of institutional money manager’s growth strategies by “building or buying” talent in the areas of portfolio management, performance, and strategy/product acquisition. Isaac also helps clients raise assets under management (AUM) via distribution sales & marketing talent or sub-advisory relationships with or without selling a minority stake. Through his national search practice, he works with institutional firms, typically with $5 billion to $20 billion in AUM. Isaac joined Steven Douglas Associates to complement the Wealth Management Search Division on the institutional investment side.
Isaac began his career servicing institutional money managers at MRI in Seattle, WA. He then founded Investment Management Careers, Inc. where he brokered portfolio management team lift-outs with the aim of linking performance history compliance with GIPS. He also helped negotiate the sale/purchase of a growth fund & portfolio manager to a large firm, as well as carve-outs, and has brokered the sale of mutual funds from one advisor to another.
Isaac has a Bachelors of Science in Economics from Wharton, University of Pennsylvania after attending Rice University for two years. Born in Puerto Rico, Isaac is passionate about life in the U.S. and the opportunities offered to all who live here. He has traveled cross country from the Teton Mountains, Lake Coeur D’Alene to the Olympic Mountains, has visited some of our national parks and admires the beauty we have right in our own back yard.
During his free time, Isaac competes in tennis tournaments or coaches/guides those struck with cancer regarding alternative treatments through his multiple speaking engagements regarding his own personal triumph against the disease.