Mercer Advisors

Meet our Advisory Team

Our unified in-house team across financial planning, investment management, tax, estate, insurance and more—all coordinated by an advisor focused on serving you, not finding new clients.

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Matt Snyder

Matt Snyder

Regional Sales Associate

Mattijs Ossorio

Associate Vice President

Maureen Enem

Client Development Associate

Houston

Nikki Ivins

Sr. Client Development Associate

Portland, Portland – South

Spencer Anderson headshot

Spencer Anderson

Regional Sales Associate

Stacy Reen

Sr. Client Development Associate

Morristown

Trisha Miller

Manager, Client Development Associates

Newport Beach

Tyler Schaefer

Sr. Manager, Client Development Associate

Denver

Chloe Balon

Chief of Staff and Sr. Director, Firm Partnership

New York

Christine Cataldo, CFP®, CRPS®

Chief Technology and Digital Officer
Dave Welling - CEO of Mercer Advisors

Dave Welling

Chief Executive Officer
Elizabeth Hoie

Elizabeth Hioe

Chief People Officer

Gary Foodim

Chief Marketing Officer

Gün Keresteci

Chief Financial Officer

Jimmy Zhao, CFA®

Chief Corporate Development Officer

Boston – West

Josh Cogan

Josh Cogan

Chief of Staff
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Mercer Advisors Team

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