Boris Mandich

With nearly two decades of experience in financial services, Boris is passionate about empowering clients to reach their financial goals. He takes the time to understand each client’s unique goals and needs, and takes pride in providing guidance that helps clients stay confident in their future.

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Boris has worked in investments for most of his career and is licensed to sell insurance products and services. He earned his bachelor’s in economics from Lafayette College and a degree in economics from the London School of Economics.

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Born in Queens, New York, Boris is proud of his multicultural heritage, with family roots in Montenegro and China. He now resides in Dallas with his wife, Lin, and their two sons, Alexander and Philip. Outside of work, Boris enjoys playing tennis and skiing and relaxes by playing the piano. He values time with his family and stays active pursuing both personal and professional growth.