Mercer Advisors
2 followers
Org chart
Dave Welling
Chief Executive Officer
Dave Welling
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Daniel Gourvitch
President
Loren Pierson
Chief Operating Officer
Donald Calcagni
Chief Investment Officer
Christine Cataldo
CTO & Digital Officer
Michael Henry
Chief Financial Officer
Martine Lellis
Chief Talent and Administrative Officer
Kimberly Lorenz
Chief Compliance Officer
Gary Foodim
Chief Marketing Officer
Mathew Encino
VP, General Counsel
Jeremiah H. Barlow
EVP, Head of Family Wealth Services
Bryan Powers
Senior Vice President
Randy Magdaluyo
VP, M&A Program Management
Andrew Thompson
VP, Inside Sales
Jigisha Dahagam
VP, People & Culture
Eric Zehnder
Regional VP
Joshua Lozow
Regional Vice President
Bruce Harrison
Regional Vice President
Dominic Colletti
Regional Vice President
Lisa Goodman
Regional Vice President
Adam Deskins
Regional Vice President
Paul Barlow
Regional Vice President
Jake Wedemeyer
Regional Vice President & Wealth Advisor
Sam Hume
Regional Vice President & Wealth Advisor
Anna Apodaca
Regional Vice President, Wealth Advisor & Director
Kara Duckworth
Client Advisor and Managing Director of Client Experience
Matt Cook
Managing Director
Laura Combs
Managing Director
Ben Kautz
Managing Director
Josh DeForest
Managing Director
Kevin Jack
Managing Director
Scott Kays
Managing Director
Nicholas Semko
Managing Director, M&A
Josh Gustafson
Head of Wealth Management
Will Mannon
Head of Sales
Jenna Elliott
Director of Estate Planning, Managing Attorney
David Krakauer
Director, Portfolio Management
Andy Farah
Director
Lori Fellows
Senior Retirement Plan Administrator Manager
Adam Frinsco
Financial Planner
