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.

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