Meet Howard
Howard is a Sr. Wealth Advisor based in Radnor, Pennsylvania. He joined Mercer Advisors in 2024 through the acquisition of Kades & Cheifetz, LLC. Howard built a wealth management firm with his father starting in 1992, and continued growing the firm with Steve Cheifetz after his father retired. He earned an MBA in strategic management from the University of Pittsburgh’s Joseph M. Katz Graduate School of Business and a B.S. degree in management with a finance concentration from Tulane University.
Howard’s specialties
At Mercer Advisors, all of our wealth advisors provide a highly personalized approach, backed by a team of specialists that ensure every part of your financial list is addressed. Additionally, Howard has focused experience in these areas:
- Planning for retirement, from high-earning years to long-term income strategies
- Financial strategy for clients who are divorced and divorcing, including asset division and long-term planning
- Guiding clients through living in retirement with steady income and smart planning
- For corporate executives, guidance on equity comp, concentrated stock, and evolving financial complexity
- Helping single women manage wealth on their own terms, with strategies aligned to their lifestyle and priorities
His working style
Howard is known for bringing a personal touch and a calm demeanor to helping clients deal with their circumstances. He has built many long-term relationships with individuals and families who are more like friends than clients.
Howard in real life
What keeps you busy outside of work?
I spend most of my free time with my wife, our three kids, and our dog. My time often revolves around physical activity of some sort whether it is attending my kids’ sporting events, attending professional sporting events, walking the dog, or working on my fitness.
Why do you like working at Mercer Advisors?
Mercer Advisors is a large company which treats its clients like I treated my clients when I was running my own much smaller company. At the same time, because of its size, Mercer Advisors allows me to offer my clients more services and products than I could offer before I joined.
Favorite thing about where you live?
Two of my favorite things about living in Bryn Mawr, Pennsylvania are the change of seasons we experience in the Northeast, and the proximity to a number of great cities.
Meet Howard’s Teammates
Brittany Benvenuto
Sr. Manager, Client Service
What Howard Says
Brittany’s the one who helps me get things done for our clients. She has an answer to every question I have about how to meet clients’ everyday needs with Mercer Advisors resources.
Kevin Dillon
Regional Vice President
What Howard Says
Kevin helps prospects become clients by having answers to their questions and by explaining the onboarding process. With his team, Kevin makes a complex process as time-efficient and easy as possible for new clients.
David Simpson
Sr. Investment Strategist
What Howard Says
David is my go-to person for explaining the different investment strategies, models, and alternative options Mercer Advisors makes available to clients. David’s knowledge of all of the offerings and his ability to explain them to clients in layman’s terms is extremely helpful to my clients and me.
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