Orlando joined Mendham Capital Management upon his graduation from the University of Rhode Island in 2021 where he completed his bachelor’s degree in Business Administration.
Orlando is an investment adviser representative and holds Series 7 and 66 securities licenses, as well as, insurance licenses for life, health, and variable contracts. Orlando has achieved the professional designations of CERTIFIED FINANCIAL PLANNER® professional and Accredited Asset Management SpecialistSM.
Orlando helps clients with their investment advisory and financial planning needs, developing unique financial plans and implementing strategies tailored to your specific needs. Orlando works actively with individual and their families, with an interest in supporting young professionals in their efforts to achieve all their financial planning goals.
In addition to his work with clients, Orlando researches and implements many of the new and improving technology capabilities as they become available at Raymond James. In doing so, he helps modernize our practice and improves the experience for our clients.
Orlando serves on the Young Professionals Committee for the Cancer Hope Network, an outstanding organization which fosters free one-on-one peer support for adult cancer patients and their loved ones. Orlando is an active member of the Knights of Columbus Morristown Council 359 as well.
Orlando was born and raised in Guilford, CT. He now resides in Morristown and, in his free time, enjoys golfing, snowboarding, playing pool, and spending time with others.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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