Wealth Management Rep
Ms. Bendik joined Finestone Partners in 2016 and is currently the Vice President of Investment Management, where she is primarily responsible for designing and managing portfolios. Her investment decisions rely heavily on the research of current economic conditions, different investment vehicles, and alternative investments that give the portfolios strategic and tactical components. She researches all investment vehicles for current and new investments for the whole firm. Additionally, she conducts reviews on clients’ portfolios and produces proposals for new corporate and individual wealth management clients.