CB

Cynthia Mendoza Buelter

Director | Investment Operations & Technology at Pathstone

Cynthia Mendoza Buelter has a strong background in investment operations and technology. Cynthia currently serves as the Director of Investment Operations & Technology at Pathstone since October 2020. Prior to this, they worked as the Senior Director of Operations at Price Wealth, LLC from May 2019 to October 2020. From October 2018 to April 2019, they held the position of Vice President Operations at Kovitz Investment Group, where they managed front, back-office, trading, and mutual fund operations. Cynthia also has extensive experience at AFAM Capital, Inc., where they held various roles such as VP of Operations & Chief Compliance Officer, Vice President of Operations, Director of Operations, AVP, Senior Operations Manager, and Operations & Trading Specialist. Furthermore, they worked as an Analyst at Teacher Retirement System of Texas and as a Portfolio Management Assistant at South Texas Money Management, Ltd. throughout their career. Cynthia's experience spans team management, client service, technology operations, training, and conference organization.

Cynthia Mendoza Buelter completed their education history with a Bachelor's degree in Corporate Finance from St. Mary's University, graduating in 2003. Later on, they pursued a Master's degree in Business Administration (M.B.A.) with a focus on Business Administration and Management at St. Edward's University, graduating in 2015.

Links

Peers

View in org chart

Timeline

  • Director | Investment Operations & Technology

    October, 2020 - present

A panel showing how The Org can help with contacting the right person.