investment committee
Establishing investment policies, strategies and product offerings.
 President and Chief Executive Officer David H. Barton earned his Bachelor of Arts from the University of California, Irvine in 1988. In June 1992, he earned his Juris Doctorate from the University of the Pacific, McGeorge School of Law, passing the California State Bar exam later that same year. David began practicing law in Santa Barbara, California, in 1992 as a trial attorney specializing in commercial and securities civil litigation. He has prosecuted and defended claims successfully in excess of several hundred million dollars. David left private practice in 2000 to serve as General Counsel at Mercer Advisors, a position he held until 2008. As General Counsel, David proved himself adept at business planning and management, assuming increasingly greater responsibilities until his promotion to President in 2008. During his 11-year tenure at Mercer Advisors, David has successfully managed and led nearly every department within the organization. David was promoted to CEO in 2008. As President and CEO of Mercer Advisors, David is responsible for its overall strategic planning, business plan execution, organizational structure and leadership. |  Chief Investment Officer Gene began his highly successful financial career as an investment manager in his home state of Louisiana. He became our Chief Investment Officer in 1985 and part-owner of Mercer Advisors Inc. in 1989. He developed our Asset Optimization® strategy in 1991 — Mercer Advisors' first comprehensive, broad-market investment program and has worked continually to improve it steadily ever since. Today, Gene's insight and expertise are helping more than 3,300 Mercer Advisors clients to achieve their financial goals. |
 Mercer Global Advisors Division Director Ralph leads the financial advisor and consulting teams, overseeing the daily activity of all Mercer Advisors client interaction. He ensures that our client services continually meet and exceed client expectations through each of our strategic planning, program design, system enhancement and staff development initiatives. Ralph has more than 19 years of experience at Mercer Advisors, serving in four different capacities during his tenure. Prior to joining Mercer Advisors, Ralph worked as a bank examiner with the Federal Deposit Insurance Corporation. |  Managing Director Donald is a leading expert in the specific nuances business owners and other professionals face in the areas of tax planning, investment management, retirement plan design, and practice transition planning. He is a Certified Financial Planner™, holds a Master of Science degree in Taxation, and is a graduate of the Wharton School's Program in Private Wealth Management. Donald is a member of the Mercer Advisors Investment Committee and is an Adjunct Professor of Taxation & Financial Planning at Widener University Graduate School of Business. |
