Meet Mendim
Mendim is a Wealth Advisor based in the Mercer Advisors New York City office. He joined the firm in 2018 through the acquisition of Traust Sollus where he was an Analyst. Prior, he served as a Financial Planner at Clarfeld Financial Advisors. Medim earned a BBA in finance from the Zicklin School of Business. He became a CERTIFIED FINANCIAL PLANNER® professional in 2021 and a Certified Private Wealth Advisor® in 2024.
Mendim’s specialties
At Mercer Advisors, all of our wealth advisors provide a highly personalized approach, backed by a team of specialists that ensure every part of your financial list is addressed. Additionally, Mendim has focused experience in these areas:
- Support for business owners, from growth and succession to liquidity events and legacy planning
- Private markets, including fund due diligence, liquidity planning, and portfolio integration
- Concentrated stock positions that require strategic diversification and tax efficiency
- For corporate executives, guidance on equity comp, concentrated stock, and evolving financial complexity
- Managing income and long-term strategy for consultants with unpredictable schedules and global work
His working style
Mendim is known for his proactive approach, clear communication, and ability to simplify complex financial strategies into actionable steps. He thrives on building lasting relationships grounded in trust, transparency, and collaboration. If you’re looking for an advisor who combines strategic thinking with genuine care, Mendim is a great fit for you.
Mendim in real life
What keeps you busy outside of work?
My two Australian labradoodles, Mason and Mia keep me busy. There is never a dull moment at home! I also love exploring the world of food and wine!
Any words you try to live by?
“Expect great things and great things will happen.”
Favorite thing about where you live?
When I think of New York City, I always think of the word eclectic. Every block offers a different flavor, culture, and story. There truly is something for everyone here!
Meet Mendim’s Teammates
Mathew Carrigy
Sr. Client Service Specialist
What Mendim Says
Mathew’s attention to detail and responsiveness help me maintain high-touch client relationships, allowing me focus on strategic planning and advisory work. I appreciate his reliability and client-first mindset.
Will Rockett
Sr. Director of Investment Strategy
What Mendim Says
I turn to Will Rockett for insights and portfolio guidance. He is a valuable resource because of his thought leadership, analytical rigor, and ability to translate macroeconomic trends into actionable strategies.
Edward Dunphy
Regional Vice President
What Mendim Says
Ed is a key ally in helping us further reach clients who are a right fit. I appreciate his market knowledge and collaborative approach.
Articles by Mendim
Understanding the Difference Between Wealth Management and Asset Management
Learn more
Ready to learn more?
Explore More
Forbes Next-Gen Wealth Advisors, Best-In-State 2025: The rankings, developed by SHOOK Research, is based on an algorithm of qualitative criteria—mostly gained through telephone, virtual, and in-person due diligence interviews—and quantitative data. Those advisors that are considered have a minimum of four years’ experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practices. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.
Please Note: Limitations. Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that they will experience a certain level of results if Mercer Advisors or its investment professionals are engaged, or continues to be engaged, to provide investment advisory services. A fee was not paid by either Mercer Advisors or its investment professionals to receive the award or ranking. The award or ranking is based upon specific criteria and methodology. No ranking or recognition should be construed as an endorsement by any past or current client of Mercer Advisors or its investment professionals.