Meet Remi
Remi is a Director of Portfolio Consulting based in Jupiter, Florida. Remi joined Mercer Advisors in 2021 through the acquisition of Quest Capital Management. She is responsible for leading key portfolio consulting initiatives that help strengthen the firm’s investment platform and elevate the client experience. In her role, she partners with advisors, investment professionals, and leadership teams to help improve how investment solutions are integrated, supported, and delivered throughout the firm. Remi is a founding member of the Mercer Advisors Portfolio Consulting team and serves on the Mercer Advisors Investment Committee. Remi is a Chartered Financial Analyst® and earned a BBA degree in finance and a B.S. degree in mathematics from Southern Methodist University.
Her working style
Remi is focused on continually improving how the Portfolio Consulting team delivers for clients and finding better ways to support advisors across the firm. She approaches her work with a commitment to excellence, collaboration, and thoughtful problem-solving, helping drive positive outcomes for both colleagues and clients.
Remi in real life
Any words you try to live by?
Do things the right way, even when it’s not the easiest way.
Favorite thing about where you live?
Jupiter offers the best of South Florida: beautiful beaches, great dining, and a year-round climate that’s hard to beat.
What keeps you busy outside of work?
Outside of work, I enjoy spending time with family and friends, staying active, experimenting with new recipes, and spending time in the garden.
Meet Remi’s Teammates
Eunice Kim
Sr. Financial Planner
What Remi Says
Eunice is a trusted partner whose organization, reliability, and follow-through help keep our team operating at its best. Her commitment to excellence helps ensure we deliver a consistent and high-quality experience for clients.
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