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About
Taylor Mandrakos is a Senior Associate at Jordan Park Group based in California, focusing on delivering high-touch client service and tailored investment solutions for high-net-worth individuals and families. In this capacity, Taylor works closely with clients on private wealth management strategies, particularly in areas such as multi-asset portfolio construction, investment policy planning, and strategic asset allocation.
Prior to Taylor's current role, they served as an Associate in Client Service at Jordan Park Group and as a Senior Associate at BNY Mellon Wealth Management, gaining extensive experience in managing complex client relationships and supporting investment management activities. Taylor's expertise covers traditional and alternative asset classes, with a demonstrated focus on liquid and illiquid investments suited for sophisticated investors.
Taylor holds a degree from Tulane University’s A.B. Freeman School of Business and is an alum of Kent College Preparatory Boarding School. Their professional approach is shaped by a strong background in client advisory and strategic wealth planning within the private wealth and family office sectors.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Jordan Park Group | Senior Associate | Jan 2024 to Present | — |
| Jordan Park Group | Associate, Client Service | May 2022 to Jan 2024 | Jordan Park provides investment management and financial advice to a distinct community of individuals, families, and institutions. Our clients have made extraordinary contributions to business, phila... |
| BNY Mellon Wealth Management | Senior Associate | Jul 2021 to Apr 2022 | Family Office Group
Trusts & Estates |
| BNY Mellon Wealth Management | Associate | Jul 2019 to Jul 2021 | Family Office Group
Trusts & Estates |
| JPMorgan Chase & Co. | Analyst | Jul 2017 to Jul 2019 | • Calculated P&L, risk, and conducted end-of-day reconciliation of predicted vs. actual for NY Inflation book
• Developed trade booking automation for CIO swaps and swaptions by working with technolog... |
| Freeman Reports | Team Manager | Jan 2017 to May 2017 | • Managed 5 teams of Masters of Finance sell side equity research analysts covering a publicly traded oil and gas firm
• Graded assignments, provided weekly feedback, and developed a grading rubric to... |
| Burkenroad Reports | Equity Research Analyst | Aug 2016 to Dec 2016 | • Participated in a nationally acclaimed securities research program recognized by WSJ, CNBC, and Barron's
• Cosntructed cash flow and earnings model as well as peer comparisons using various valuati... |
| GuardHill Financial Corp. | Secondary Markets Analyst Intern | Jun 2016 to Jul 2016 | • Assisted in secondary markets at a mortgage bank with nearly $2bn in annual loan origination
• Used optimal blue and byte for loan repricing, rate locks, and hedging
• Contacted real estate brokers... |
| Coherence Capital Partners LLC | Summer Analyst Intern | Jun 2015 to Jul 2015 | • Analyzed daily risk reports and corrected erroneous data by investigating discrepancies through Microsoft Excel
• Worked with senior management to help develop the 2015 Q3 pitch-book that was distri... |
Education
Tulane University - A.B. Freeman School of Business
2013 — 2017
Kent College Preparatory Boarding School
2010 — 2013
Others at Jordan Park Group LLC (41)
| Name | Role | Location |
|---|---|---|
B Bobby Palladino | Portfolio Manager | New York, NY , United States |
B Brian Goncalves | Senior Associate | Beverly, MA , United States |
| Partner | San Francisco, CA , United States | |
| Associate | San Francisco, CA , United States | |
C Cassidy Bruner | Analyst | CA , United States |
D David Salisbury | Partner | CA , United States |
| Vice President, ESG and Impact Investing | San Francisco, CA , United States | |
E Eric Miller | Vice President, Investment Infrastructure | San Francisco, CA , United States |
| Partner | Lafayette, CA , United States | |
| Senior Analyst | New York, NY , United States |
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