Graham K. Mandl

Partner

gmandl@serenusadvisors.com

Graham K. Mandl leads the firm’s inaugural East Coast office in New York, N.Y., and specializes in crafting personalized strategies for high-net-worth individuals and families. With a focus on preserving and growing generational wealth, he works closely with executives, entrepreneurs, legal professionals, and professional athletes to help them achieve both their immediate financial goals and long-term aspirations.

Prior to Serenus Wealth Advisors, Mr. Mandl was a Managing Director at wealth management firm Certuity. Earlier in his career, he was a Senior Financial Advisor and Vice President at Merrill Lynch Wealth Management as well as a graduate of the firm’s Advisor Management Development Program.

Mr. Mandl holds a Bachelor’s degree in Government from Franklin & Marshall College where he was a member of the Men’s Soccer team. He also holds Series 7 and 66 licenses. Outside of his professional endeavors, Mr. Mandl is deeply committed to charitable causes and community service outreach, supporting organizations such as the Roc Nation School of Music, Sports & Entertainment, Habitat for Humanity, and the Permanently Disabled Jockeys Fund. In addition, he serves as an active member of the Collegiate School Alumni Board.