David has held many senior leadership positions at Mercer Advisors including CEO for 9 years (2008-2017), President, Chief Operating Officer, and General Counsel.

David was the architect of Mercer Advisors’ Family Office business model, created its high quality / institutionalized service model, developed referral partnerships with TD Ameritrade, Schwab, Scottrade, etc., making Mercer Advisors one of the fastest organic growing RIAs in the United States.

David stepped down as CEO in late 2017 to focus on and lead M&A for Mercer Advisors. Since then, Mercer Advisors has become a leading acquirer.

Formerly a trial attorney, he earned his undergraduate degree at the University of California, Irvine, and his Juris Doctor degree from the University of the Pacific McGeorge School of Law.

Martine is Principal, M&A Partner Development, and is responsible for driving the growth and expansion of the organization through strategic mergers and acquisitions of other RIAs. Based on her more than two decades of experience in the independent wealth management space, she leads like-minded firms in their transition decisions, including assessment of fit, due diligence, financial analysis, talent mapping, and deal negotiations. Martine also currently serves as Chief Talent Officer, overseeing Talent Management and HR Operations for the company, with a focus on developing and growing the talent of the organization. She has been a member of the Executive Leadership Team at Mercer Advisors since joining the firm in 2020.

Before joining Mercer Advisors, Martine was a Principal and both the Chief Operating Officer and Chief Compliance Officer at Sullivan, Bruyette, Speros & Blayney. She also served on the Technology, Operations & Service Advisory Board of one of the largest RIA custodians, and has been involved as a writer and instructor for CFP™ exam review courses.

Martine is a Certified Public Accountant (CPA) and a CERTIFIED FINANCIAL PLANNER™ professional. She has a degree in Mathematics from Duke University and an MBA from Georgetown University. Martine is an International Technical Official for Olympic Weightlifting and enjoys officiating at Weightlifting competitions. In her free time, Martine enjoys working out, traveling with friends, and hanging out with her rescue cat.

Randy joined Mercer Advisors in 2019 as a member of the Mergers & Acquisitions Team. Previously, he served as a resource for RIA owners on M&A and succession at TD Ameritrade Institutional. Randy’s other past roles include Manager in the Capital Markets Group at Accenture and Vice President at Fidelity Investments serving independent RIAs. He also served as a Vice President at State Street, helping conduct due diligence and integrate global investment managers with $25 billion to €300 billion under management in the US and Europe.

Randy began his career in the investment management industry in 1999. He holds a Bachelor of Science degree from San Diego State University and an MBA from the UCLA Anderson School of Management.

Joe has worked exclusively with RIAs for over two decades. He has extensive industry experience in helping firms with a variety of practice management topics, including strategic planning, business succession, implementing growth strategies, and deploying technology solutions.

Prior to joining Mercer Advisors, Joe worked within the Advisor Services business enterprise of Charles Schwab. He was responsible for providing leadership, sales management, and coaching to a team of Senior Relationship Managers that covered the top firms in the Southeast territory, which included over $250 billion in assets. His territory exceeded its growth goals by more than 140% during Joe’s tenure. He began his career helping RIAs to implement software solutions to drive firm productivity and profitability.

Joe earned a Bachelor of Science in Business Management from North Carolina State University and completed the Personal Financial Planning Accelerated Program through the University of California at Irvine. In addition, Joe has obtained the CFP® certification.

In his spare time, Joe enjoys biking, swimming, and traveling with his wife and two children.

Andy has been serving financial advisors for 25 years. He has extensive experience helping financial advisors with technology solutions and various practice management topics. Andy understands the landscape of different business models, industry partners, and the myriad paths advisor businesses may take. He seeks to guide the choices presented to advisors as they consider, plan, and execute strategies for their clients, employees, and personal successes.

Prior to joining Mercer Advisors, Andy served in a business development role at NewEdge Advisors, where he supported advisors in transition decisions. He previously worked in similar business development and consulting roles at Fidelity Institutional, SS&C Black Diamond, and Schwab Performance Technologies, among others.

Andy holds a Bachelor of Arts from the University of Pittsburgh.

Greg has worked in the financial advisor space for 30 years. He has extensive experience helping RIAs and other financial advisors with a variety of business management challenges, including, business succession, implementing growth strategies, and technology solutions.

Prior to joining Mercer Advisors, Greg worked within LPL Financial in Strategic Business Development as a specialist who helped advisors transition to independence. He previously spent 25 years at TD Ameritrade Institutional and Schwab Advisor Services consulting with advisors about their businesses. He started his career as a financial advisor at Shearson Lehman Brothers.

Greg earned a Bachelor of Arts from the University of Oregon.

In his spare time, Greg enjoys golf, skiing and traveling with his wife and two daughters.

Jay has worked in the financial services industry for more than 30 years, with 20 years dedicated to the RIA industry. Jay has extensive experience helping RIAs of all sizes create stronger businesses to better serve their clients and teams. Prior to Mercer Advisors, Jay worked in the Advisor Services business of Charles Schwab. He was responsible for providing leadership, sales management, and coaching to a team of Relationship Managers who covered the Midwest territory, which included more than $325 billion in assets. Previously, Jay led regional sales teams at broker-dealers and began his career as a financial planner at Ameriprise.

Jay holds a Bachelor of Science in Business Administration from the University of Minnesota Duluth.