Meet Elli
Elli is the Head of Philanthropic Services and is accountable for helping Mercer Advisors clients shape the giving strategy behind their personal wealth. In her role, she supports families in selecting causes with deep meaning to them, finding the right approach to making an impact within those causes, and evaluating organizations and giving opportunities.
Prior to joining Mercer Advisors, Elli held leadership roles at McKinsey & Company and served as Co-Founder and CEO of a Y Combinator-funded startup, HireArt. At McKinsey, Elli co-led the North American Wealth Management Practice. Elli earned a B.A. degree in history from Yale University.
Elli is originally from Bogotá, Colombia, and has lived in Germany, Brazil, and Australia.
Her working style
Elli brings a thoughtful, client-focused approach to every relationship. She takes the time to understand each client’s unique goals and priorities, offering clear guidance and personalized solutions. Elli is dedicated to building long-term trust and helping clients feel confident about their financial decisions.
Elli in real life
Why do you like working at Mercer Advisors?
I enjoy helping people find their philanthropic purpose, discovering incredible organizations, and having an impact. I was inspired to take on this role by the values instilled in me by my parents and the role that giving played in shaping my own life. I hope I can give the same gift to many other families.
How do you give back?
I live in New York City with my wife, Jen, and our two kids, Theodore and David, who are involved in the family’s giving and volunteering activities.
What’s one thing you are surprisingly good at?
I am a foil fencer!
Elli’s snapshots
Meet Elli’s Teammates
Ready to learn more?

Explore More
