Meet Qing
Qing is a Sr. Research Manager based in Boston, Massachusetts. He joined Mercer Advisors through the acquisition of O’Brien Wealth Partners where he was responsible for developing in-house research to support portfolios and collaborating on client relationships from an investment perspective. Qing earned a M.S. degree in finance from Boston College and a BBA from the Anderson Schools of Management at University of New Mexico. He is a Certified Financial Analyst® and a Chartered Market Technician®.
His working style
Qing approaches challenges with a problem-solving mindset, breaking down complex issues into clear, actionable solutions. In client meetings, he uses a storytelling approach to help make investment concepts engaging and easy to understand—because investing should be both informative and enjoyable.
Qing in real life
What keeps you busy outside of work?
Most of my free time is with my wife and our dog Bagel, who is named after my wife’s favorite breakfast. I love travel with my family and play tennis with my friends.
What makes you tick?
Anything doggy-related.
What makes you tick?
“I hear and I forget. I see and I remember. I do and I understand.”
Meet Qing’s Teammates
Jonathan Smith
Sr. Portfolio Consultant
What Qing Says
Jon brings both precision and problem-solving expertise that help turn big-picture strategies into practical solutions.
Lis Zimmerman
Partner
What Qing Says
Lis’s friendly approach and extensive experience make her an invaluable partner in building strong client relationships. She fosters trust and creates long-term connections that help clients feel confident and supported.
Lauren Higgins
Sr. Wealth Advisor
What Qing Says
Lauren’s professional approach and attention to detail make her an invaluable partner in client relationships. She excels at breaking down big-picture challenges into manageable steps and carrying them through to the finish line.
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