Chief Executive Officer
Dave joined Mercer Advisors in 2017 as CEO. He brings over 20 years of experience in the advisory and wealth management industry. Most recently, he was Managing Director and Co – General Manager of SS&C Advent, a leading provider of technology and operational support to advisors, investment managers and hedge funds. His past professional experiences include executive leadership roles at Black Diamond Performance Reporting and Charles Schwab as well as management consulting with Bain & Company. Dave graduated magna cum laude, Phi Beta Kappa from Middlebury College with a degree in economics and earned his MBA from Stanford Graduate School of Business.