Alex is a thoughtful and detail-oriented advisor to ultra-high-net-worth clients, their families and closely held businesses across the Southeast. He enjoys building deep relationships centered on transparency and problem solving. Prior to Mercer Advisors, Alex was co-founder and CEO of a Charlotte investment firm. He has nearly 25 years of investment and wealth management experience at Kingfisher Capital, the Myers Limited Partnerships and Lehman Brothers. He’s a past contributor to Reuters, Fox Business, Financial Advisor Magazine, and The Wall Street Transcript; and presenter at industry conferences globally. He graduated from The Hotchkiss School, then attended Colgate University. He earned a degree in English at Emory University and an MBA from the University of North Carolina at Chapel Hill. Alex and his wife live in Charlotte.

HK has helped individuals and families preserve and grow their assets as trusted advisor and confidante for more than 40 years. His deep knowledge of markets and hands-on experience during periods of market stress have provided clients insight and confidence. Before joining Mercer Advisors in 2023, HK co-founded Kingfisher Capital’s predecessor firm in 1989, James M. Myers Research. He received his MBA from Georgia State University and graduated from the University of North Carolina at Chapel Hill and Woodberry Forest School. He has been active in the Charlotte community, serving on the board of Mecklenburg County Boy Scouts, YMCA of Greater Charlotte, UNC Chapel Hill Board of Visitors and Parents Council. Outside the office, HK enjoys traveling with his wife, playing golf, and being outdoors.

Brian has been analyzing and managing investments for 30 years. He has been an analyst and partner at several private investment funds, including Perennial Research LLC (which he founded). For 17 years he was the director of research and trading at Kingfisher Capital LLC and served on the investment committee. Brian earned his B.A. from the University of Oklahoma, served as an officer in the US Navy, and is a Desert Storm veteran. He earned his MBA from the University of North Carolina at Charlotte. Brian serves as president of the Charlotte SouthPark Rotary Club, president of the Carolina Investment Club (which he founded), and scoutmaster and committee chair at Boy Scout Troop 116, Charlotte. He lives in Charlotte with his wife and two sons.

Hanna has dedicated more than 17 years to helping individuals and families build, safeguard, and transfer their wealth. She gets fulfillment from deepening relationships and providing tailored solutions to clients. Hanna joined Mercer Advisors via the Kingfisher Capital acquisition in 2023, as a senior wealth services manager. Previously, she was a vice president at Bank of America Private Bank in NYC, serving ultra-high- net-worth clients; and a primary point of contact at Merrill Lynch for a multimillion-dollar client-base. Hanna holds an MBA from Indiana University and completed certificate programs in design thinking and entrepreneurship from MIT and Cornell University. Raised in Ethiopia, Hanna serves on the Ethiopian Community Mutual Assistance Association advisory board. She resides in Charlotte, North Carolina with her husband and their golden retriever.

Nicole has been providing comprehensive and integrated wealth management services to high-net-worth clients for nearly 20 years. Prior to joining Mercer Advisors, she worked as the director of wealth services at Kingfisher Capital, helping to build a network of best-in-practice financial, trust and estate, tax, lending, and philanthropic services. Originally from New York City, Nicole started her career on Wall Street before migrating to Charlotte, North Carolina in 2007 to work in the boutique RIA space, serving clients with high-touch financial and investment advice. Nicole attended George Washington University in Washington, D.C. as well as State University of New York where she earned a B.A. in cultural anthropology, an interest that still resonates in Nicole’s penchant for traveling with her family in her time off.