Investment Operations Assistant
Erin joined Mercer Advisors in 2021 as an Investment Operations Assistant. Prior to that, Erin served as the Investment Operations Assistant at McGee Wealth Management, Inc (MWM), an SEC registered investment advisor. She was a member of the MWM Investment Committee, and her role included executing the securities trading desk and creating client portfolio reports helping the senior advisors serve their clients. Erin also spent time with a boutique RIA in Los Angeles and held previous positions with Morgan Stanley and Fidelity. Erin earned her Bachelor’s degree in Political Science from UCLA. Erin hails from Canada, growing up in British Columbia, and currently resides in Portland with her husband and daughter. Their family loves hiking, camping, and being outdoors.