Tristan Mancisidor joined Waverly Advisors in January 2026 after Pure Portfolios was acquired by Waverly Advisors, LLC. As a Paraplanner at Waverly, Tristan brings a unique perspective to client service. Drawing on his background in Army Special Operations and private Christian education, Tristan’s approach reflects both the discipline and empathy required to help clients achieve their financial goals. He is also passionate about leveraging technology and AI to improve client experiences and streamline wealth management processes.
Tristan enjoys spending time with his wife and their two cats. He’s an avid learner who pursues interests ranging from health and fitness to science and engineering.