FUNDRAISING NEWS | December 06, 2024
Serenus Wealth Advisors has hired a new partner to launch its newly-established first East Coast office in New York.
Graham K. Mandl joins the RIA from Certuity, where he served as managing director, and prior to that was senior financial advisor at Merrill Lynch. He has extensive experience in servicing HNW clients, including C-suite executives and professional athletes.
The New York office will also establish a bi-coastal presence for the Santa Monica, CA-based RIA, which expects to add two more advisors to the location in the first quarter of next year. Per Dakota data, Serenus oversees approximately $1.2B in client assets.
