David Simpson

David directly supports advisor teams, high-net-worth families, and ultra-high-net-worth families in investment strategy, advice, and portfolio implementation. He joined Mercer Advisors at the end of 2021 through the Miller Advisors acquisition. David served as Senior Investment Analyst and Portfolio Manager for seven years at Miller Advisors and was directly involved in portfolio management, wealth strategy, and tax planning for clients. He holds a Bachelor of Business Administration from San Diego State University and an MBA from Thunderbird School of Global Management. David has worked in the financial services industry since 2000 and is a CERTIFIED FINANCIAL PLANNER™ professional and CFA® charterholder.