New York, NY Third Avenue Office

Benik Gyulambaryan is a CFP® and Series 65 registered advisor with eight years of industry experience. He has worked primarily at Mercer Global Advisors Inc., with prior experience at Novos Associates Planning Inc. Mercer Global Advisors provides investment advisory and related planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm’s investment approach emphasizes globally diversified, risk-appropriate portfolios using low-cost index vehicles and multi-factor strategies, supported by a range of implementation options and planning services.

Harrison Vogel is a financial advisor at Mercer Global Advisors Inc. with two years of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors, LLC and Tourneau Bucherer. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing discretionary and non-discretionary investment advisory services along with financial, tax, retirement, and estate planning. The firm’s investment approach is based on Modern Portfolio Theory and focuses on globally diversified, risk-appropriate portfolios using a range of investment vehicles, including low-cost ETFs and direct indexing.

Tess Bradshaw is a CFP® professional affiliated with Mercer Global Advisors Inc. She has one year of industry experience, with prior roles at Brown Advisory and Deloitte & Touche LLP. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory services alongside financial, tax, retirement, estate planning, and family office services. The firm employs a globally diversified investment approach based on Modern Portfolio Theory and offers various portfolio management options, educational content, and integrated affiliated service lines.

Paul Oliva is a CFA® charterholder and holds a Series 65 license with eight years of industry experience. He is currently with Mercer Global Advisors Inc. in New York, NY, where he has worked since 2024, following prior roles at Geller Advisors LLC and KLS Professional Advisors Group, LLC. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm’s investment approach is based on Modern Portfolio Theory, utilizing globally diversified, risk-appropriate portfolios with multi-factor tilts and a variety of implementation options.

Jonah Coleman is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. in New York, NY. His prior roles include positions at Retirable, Wealth Enhancement Brokerage Services, Ameriprise, and Moody's Analytics. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing comprehensive investment advisory, financial, tax, retirement, and estate planning services. The firm’s investment approach relies on Modern Portfolio Theory and employs a diversified mix of low-cost ETFs, index funds, separate account managers, and private fund platforms, alongside specialized services and educational programs.

Daniel Amram is a financial advisor at Mercer Global Advisors Inc. with a Series 65 credential and one year of industry experience. Prior to joining Mercer, he was involved with educational institutions and fellowship programs and worked in dining and provisions. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with investment advisory, financial, tax, retirement, and estate planning services. The firm’s investment approach is based on Modern Portfolio Theory, focusing on globally diversified, risk-appropriate portfolios implemented through a combination of low-cost ETFs, index funds, separate account managers, and specialized programs.

Cody Dolly is a financial advisor with Mercer Global Advisors Inc. in New York, NY, holding Series 63 and Series 65 licenses and having 23 years of industry experience. His prior experience includes roles at Northwestern Mutual Wealth Management Company and Guardian Life Insurance Company. Outside of advising, he maintains an LLC unrelated to his investment activities. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, and non-profits by providing investment advisory, financial, tax, retirement, and estate planning services. The firm employs a Modern Portfolio Theory-based approach with globally diversified portfolios using low-cost ETFs, index funds, and other strategies, and offers additional services such as retirement plan consulting and charitable advisory.

Cristina Levin is a CFP® with Series 63 registration currently with Mercer Global Advisors Inc. She has prior experience at Mariner, Western International Securities, Inc., JPMorgan Chase Bank, N.A., and J.P. Morgan Securities. Mercer Global Advisors serves a diverse client base including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a globally diversified investment approach based on Modern Portfolio Theory, offering a range of portfolio management and financial planning services along with specialized tax and estate-planning support.

Mendim Gecaj is a CFP® and Series 65 credentialed advisor at Mercer Global Advisors Inc. with six years of industry experience. His career includes roles at Mercer Global Advisors and prior experience at Traust Sollus and Clarfeld. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts, and offers a range of implementation options including ETFs, mutual funds, separate accounts, and direct indexing.