Juan Mendoza

Registered Client Associate

Juan Mendoza

Registered Client Associate

Juan Mendoza combines investment operations expertise with a growing focus on portfolio analytics, supporting the firm’s wealth management platform across trade execution, account management, portfolio rebalancing, client servicing, and quantitative analysis including stress testing, scenario analysis, and dispersion reporting.

Prior to joining the firm, Juan spent three years at Blackstone within the Multi-Asset Investing group (BXMA), where he supported institutional portfolio management and investment operations across a centralized team interfacing with Portfolio Management, Middle Office, Legal and Compliance, and external custodians including MUFG and BNY. He coordinated trade settlement and fund launches while overseeing the execution of investment documentation including subscription and redemption agreements, term sheets, and AML/KYC materials.

Before Blackstone, Juan spent over three years in the TMT sector. At HBO Latin America (now Warner Bros. Discovery), he focused on content acquisition and production across key South American markets, including Colombia, Argentina, and Mexico, managing the contractual frameworks governing those partnerships. He subsequently held a role at Univision Communications (now TelevisaUnivision).

Juan holds a B.S. in Political Science with a minor in Economics from Boston College. He holds Series 7 and Series 66 licenses.

Juan Mendoza combines investment operations expertise with a growing focus on portfolio analytics, supporting the firm’s wealth management platform across trade execution, account management, portfolio rebalancing, client servicing, and quantitative analysis including stress testing, scenario analysis, and dispersion reporting.

Prior to joining the firm, Juan spent three years at Blackstone within the Multi-Asset Investing group (BXMA), where he supported institutional portfolio management and investment operations across a centralized team interfacing with Portfolio Management, Middle Office, Legal and Compliance, and external custodians including MUFG and BNY. He coordinated trade settlement and fund launches while overseeing the execution of investment documentation including subscription and redemption agreements, term sheets, and AML/KYC materials.

Before Blackstone, Juan spent over three years in the TMT sector. At HBO Latin America (now Warner Bros. Discovery), he focused on content acquisition and production across key South American markets, including Colombia, Argentina, and Mexico, managing the contractual frameworks governing those partnerships. He subsequently held a role at Univision Communications (now TelevisaUnivision).

Juan holds a B.S. in Political Science with a minor in Economics from Boston College. He holds Series 7 and Series 66 licenses.

AC Global Investment Partners is the “doing business as entity” through which Lisandro Chanlatte, an Investment Professional (IP) of Insigneo Securities, LLC (“ISEC”) and Insigneo Advisory Services, LLC (“IAS”), and Carlos Asilis, an IP of IAS, conduct their securities and investment advisory activities. AC Global Investment Partners is not itself a broker dealer or an investment advisor and is not under common ownership with ISEC or IAS. Insigneo Financial Group, LLC comprises a number of operating businesses engaged in the offering of brokerage and advisory products and services in various jurisdictions. Brokerage products and services are offered through Insigneo Securities, LLC, a broker-dealer registered with the U.S. Securities and Exchange Commission (“SEC”) and member of FINRA and SIPC. Investment advisory products and services are offered through Insigneo Advisory Services, LLC, an investment adviser registered with the SEC. Insigneo has affiliated companies in different locations, so it is important to understand which entity you are conducting business with. Please visit https://insigneo.com/legalentities/ for more information about the differences between these companies, their locations, and what that means for you. Check the background of the IP on FINRA’s BrokerCheck at finra.org/brokercheck. Click on the following links to view ISEC- Reg BI- Client Relationship Summary (“Form CRS”) and IAS_Form_ADV_Part_3_CRS.pdf.
AC Global Investment Partners is the “doing business as entity” through which Lisandro Chanlatte, an Investment Professional (IP) of Insigneo Securities, LLC (“ISEC”) and Insigneo Advisory Services, LLC (“IAS”), and Carlos Asilis, an IP of IAS, conduct their securities and investment advisory activities. AC Global Investment Partners is not itself a broker dealer or an investment advisor and is not under common ownership with ISEC or IAS. Insigneo Financial Group, LLC comprises a number of operating businesses engaged in the offering of brokerage and advisory products and services in various jurisdictions. Brokerage products and services are offered through Insigneo Securities, LLC, a broker-dealer registered with the U.S. Securities and Exchange Commission (“SEC”) and member of FINRA and SIPC. Investment advisory products and services are offered through Insigneo Advisory Services, LLC, an investment adviser registered with the SEC. Insigneo has affiliated companies in different locations, so it is important to understand which entity you are conducting business with. Please visit https://insigneo.com/legalentities/ for more information about the differences between these companies, their locations, and what that means for you. Check the background of the IP on FINRA’s BrokerCheck at finra.org/brokercheck. Click on the following links to view ISEC- Reg BI- Client Relationship Summary (“Form CRS”) and IAS_Form_ADV_Part_3_CRS.pdf.