Jody Mandel
About Jody Mandel
Jody Mandel serves as the Supervisor of the Trusts and Estates Department at Marcum LLP, where she has worked since 1995. She specializes in fiduciary accounting and has significant experience with high net worth individuals and closely held family businesses.
Work at Marcum
Jody Mandel has been a Supervisor in the Trusts and Estates Department at Marcum LLP since 1995. With 29 years of experience at the firm, Mandel operates out of New York, New York. In this role, she specializes in fiduciary accounting, providing essential services to clients in the trusts and estates sector. Her expertise supports middle-market companies and closely held family businesses, ensuring compliance and effective management of their financial affairs.
Education and Expertise
Jody Mandel studied at Alfred State College - SUNY College of Technology and furthered her education at Baruch College. Her academic background complements her professional expertise in fiduciary accounting. Mandel's knowledge is particularly relevant to her work with high net worth individuals, private equity, and hedge funds, allowing her to navigate complex financial landscapes effectively.
Background
Jody Mandel has dedicated her career to the field of trusts and estates, amassing significant experience since joining Marcum LLP. Her focus on fiduciary accounting has positioned her as a knowledgeable resource for clients, particularly in the context of middle-market companies and closely held family businesses. Mandel's extensive background in the financial services sector enhances her ability to serve high net worth individuals and institutional investors.
Achievements
Throughout her tenure at Marcum LLP, Jody Mandel has contributed to the growth and success of the Trusts and Estates Department. Her specialization in fiduciary accounting has facilitated effective management of client assets and compliance with regulatory requirements. Mandel's work with private equity and hedge funds underscores her capability in handling complex financial matters.