Graham Mandl

Graham K. Mandl is a Partner at Serenus Wealth Advisors, where he leads the firm's New York office and plays a pivotal role in serving high-net-worth clients and families. His responsibilities include comprehensive wealth management, portfolio construction, and strategic asset allocation across both traditional and alternative investments, with a focus on equity markets, fixed income, and private investments.

Before joining Serenus Wealth Advisors, Graham was a Managing Director at Certuity, where he specialized in advising ultra-high-net-worth clients on multigenerational estate planning, tax optimization, and bespoke portfolio management strategies. He previously served as Senior Financial Advisor and Vice President at Merrill Lynch Wealth Management, further establishing his expertise in wealth advisory and investment management for affluent individuals.

Graham holds a Bachelor's degree from Franklin & Marshall College. His career demonstrates a strong commitment to delivering institutional-level advisory services, and he is recognized for his expertise in private wealth solutions, personalized investment strategies, and client-centric financial planning for sophisticated investors.