Senior Investment Strategist
David Simpson began his financial services career in 2000. Prior to joining Mercer Advisors, he held various roles working with individual investors as well as retirement plan participants. He has a strong interest in working with clients to help them achieve their financial objectives David graduated with a Bachelor’s degree in Finance from San Diego State University and an MBA in Global Management with an emphasis in finance from Thunderbird School of Global Management. He holds the CFA® Charter and is a member of the CFA Society of Seattle. When not in the office, David enjoys spending time with his wife, playing golf, and volunteering.