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Mercer Advisors

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Established in 1985, Mercer Advisors is a total wealth management firm dedicated to providing clients with financial clarity, investment insight, and long-term collaborative partnerships.

Industries

Finance

Headquarters

Denver, United States

Employees

201-500

Links

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

Vice President, Finance – Mergers & Acquisitions

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

Executive Managing Director

Jigisha Dahagam

VP, People & Culture

Dominic Colletti

Regional Vice President

Adam Deskins

Regional Vice President

Paul Barlow

Regional Vice President

Anna Apodaca

Regional Vice President, Wealth Advisor & Director

Kara Duckworth

Client Advisor and Managing Director of Client Experience

Matt Cook

Managing Director

Laura Combs

Executive Managing Director

Jessica Caruso

Executive Managing Director

Ben Kautz

Executive Managing Director

Josh DeForest

Executive Managing Director

Kevin Jack

Managing Director

Nicholas Semko

Managing Director, M&A

Brian Picariello

Managing Director

David Askew

Managing Director

Annie Gottbehuet

Managing Director & Market Leader

Will Mannon

Head of Sales

Chad Slaughter

Senior Director

David P. Reynolds

Senior Director & Market Leader

Jenna Elliott

Director of Estate Planning, Managing Attorney

David Krakauer

Director, Portfolio Management

Andy Farah

Director

Brent Singleton