Financial Planning

Mercer Boosts Female Leadership with New Hire

One of the fastest-growing RIAs in the country, Mercer Advisors, has boosted the percentage of women in its leadership ranks to almost 40% in the past two years. Most recently, it has tapped industry veteran Martine Lellis, former chief operating officer of RIA Sullivan, Bruyette, Speros & Blayney, as its new head of human resources.

Lellis will play a key role in a firm that has inked 30 acquisitions in the last three years, growing to $17.5 billion in client assets, it says, from $10 billion in 2017. (Mercer’s SEC Form ADV reports $10 billion, which the firm says is due to lags in processing acquisitions). Her former firm manages $3.5 billion.

Lellis is tasked with “making sure that we are one of the best places to work, if not the best place to work, in the wealth management industry,” CEO Dave Welling says.

CIO Don Calcagni talks with MarketWatch about the recent fluctuations in the markets due to Coronavirus.

Jun 22, 2020

Mercer acquires $554 million RIA ClearRock Capital

Jul 1, 2020

Mercer Advisors Acquires Argosy Wealth Management, Inc.

Jun 30, 2020

Mercer Advisors’ Jessica Caruso and Tracey Turko are Named by Forbes as Top Women Wealth Advisors

May 5, 2020

Don Calcagni, CIO, Point of View on What is Needed to Calm the Nervous market (Coronavirus)

Mar 10, 2020

CIO Don Calcagni talks with MarketWatch about the recent fluctuations in the markets due to Coronavirus.

Jun 22, 2020

Mercer acquires $554 million RIA ClearRock Capital

Jul 01, 2020

Mercer Advisors Acquires Argosy Wealth Management, Inc.

Jun 30, 2020

Mercer Advisors’ Jessica Caruso and Tracey Turko are Named by Forbes as Top Women Wealth Advisors

May 05, 2020

Don Calcagni, CIO, Point of View on What is Needed to Calm the Nervous market (Coronavirus)

Mar 10, 2020

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