June 2023 - Certuity announces the appointment of Graham Mandl as Managing Director. Mr. Mandl has over a decade of experience in the wealth management sector working with executives, entrepreneurs and professional athletes.
Prior to joining Certuity, Mr. Mandl served as Senior Financial Advisor at Merrill Lynch, where he worked closely with clients to identify and pursue their short- and long-term financial goals. During his time at Merrill Lynch, Mr. Mandl applied his knowledge of the financial markets and investment opportunities, estate planning services, and income and cash flow management to devise integrated strategies designed to align with his clients’ priorities and business objectives.
Mr. Mandl received his bachelor’s degree in government from Franklin & Marshall College, where he was a member of the soccer team. Mr. Mandl is committed to supporting charitable causes and community service outreach programs and is a supporter of the Roc Nation School of Music, Sports & Entertainment; Habitat for Humanity; and the Permanently Disabled Jockeys Fund. He is also an active member of the Collegiate School Alumni Board.
Certuity provides a holistic approach to wealth management, legacy planning and family office services. Certuity’s independent structure, objective platform and underlying fiduciary duty differentiate it from a majority of traditional wealth management firms with inherent conflicts of interest.
Certuity and its advisors have been recognized in Barron’s Top U.S. Advisors Ranked by State 2014-2023 and America’s Top 100 Independent Advisors 2016-2019, Forbes’ Top Women Advisors 2020-2021 and Best-in-State Advisors 2020-2023, The Financial Times Top 300 Financial Advisors 2015-2020, Financial Advisors Magazine’s Top 50 Fastest Growing Firms 2013 & 2019 and RIA Ranking 2019-2022, and the Los Angeles Business Journal’s Banking and Finance Visionaries 2021-2023.
Certuity has offices in New York City, North Palm Beach, San Francisco, Manhattan Beach, and Santa Monica. Learn more at www.Certuity.com.