Mercer Advisors was recognized with two wins at this year’s Wealthies awards ceremony hosted by WealthManagement.com. Martine Lellis, Executive Managing Partner, M&A Partner Development, was named M&A Leader of the Year and James Telfer, Principal, was named Rising Star of the Year.
Martine’s leadership has been instrumental in driving Mercer Advisors’ growth through strategic partnerships. By overseeing every stage of the partnership process and working closely with prospective firms, she helps ensure strong alignment for clients, colleagues, and future partners. She is also a respected industry thought leader, generously sharing her experience and expertise to help advance the profession.
James has built a thriving practice in Colorado while maintaining an unwavering commitment to client service and advisor mentorship. He has played a key role in leveraging AI-driven solutions to enhance productivity and create more time for meaningful client relationships. He is also passionate about values-based investing, helping clients align their portfolios with their personal values and long-term goals.
These honors reflect the dedication, innovation, and leadership that define our team and our mission to help amplify and simplify the financial lives of our clients.
The 2026 Wealthmanagement.com Industry Awards (“The Wealthies”) are independently granted in recognition of business initiatives that enhance financial advisor success and help advisors create better outcomes for their clients. Firms submit business initiatives either introduced or enhanced during the previous 18 months. Submissions are reviewed in June by a panel of independent judges with required industry expertise, looking at the submission’s innovation, scope and impact. From the pool of submissions, judges select finalists for each category. Each judge on the committee then ranks those finalists, with the weighted aggregate ranking determining the winner. Winners are announced in September. No financial compensation is paid for consideration in the award process. Please Note: Limitations. Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that they will experience a certain level of results if Mercer Advisors or its investment professionals are engaged, or continues to be engaged, to provide investment advisory services. A fee was not paid by either Mercer Advisors or its investment professionals to receive the award or ranking. The award or ranking is based upon specific criteria and methodology. No ranking or recognition should be construed as an endorsement by any past or current client of Mercer Advisors or its investment professionals.
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