Cyrille P. Mahfoud
Wealth Advisor
CFA®
cmahfoud@merceradvisors.com
Even though Cyrille graduated from a Culinary Arts School in Nice, France, he took a job in financial services which led to his passion to promote positive choices that lead to a life of responsible finance as a lifelong endeavor. Cyrille holds a bachelor’s degree in business administration from San Diego State University. Cyrille joined Mercer Advisors via the acquisition of Private Asset Management, Inc. (PAM) where he developed, implemented, and enforced policies and procedures while providing coaching about governance best practices. Prior to joining PAM, he worked as an Assistant Vice President in the Governance, Risk & Compliance group at LPL Financial in San Diego. He earned the ESG Investing Certificate from the CFA Institute. As a member of the Board of Directors for CFA Society of San Diego, he focuses on raising the society’s profile with the local investment community. Cyrille is bilingual and was born in Provence in the South of France.
San Diego - Sorrento Valley
5348 Carroll Canyon Rd.
Suite 200
San Diego, California 92121
