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Henry Lao

Vice President, Investments

CFA

Henry Lao leads the Investment Strategy Group and M&A Integration Portfolio Group. His responsibilities include portfolio construction, manager selection, data analytics, and investment research. He oversees the implementation of the investment strategies and regularly meets with clients to provide market insights.

Henry serves on the firm’s Investment Committee. He has substantial expertise in the areas of portfolio management, financial modeling, and investment operations. Previously, Henry led the trading desk and fixed income management for Mercer Advisors. Henry also serves on the Committee for Diversity, Equity & Inclusion.

He is a graduate of the University of California, Santa Barbara, where he earned a degree in Business Economics. He is also a CFA® Charterholder and a member of the CFA Society Colorado.

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All investing involves risk, including the possible loss of principal. Portfolio management strategies such as diversification, asset allocation, and rebalancing do not ensure a profit or guarantee against loss. There is no guarantee that any investment strategy will achieve its objectives. Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc. Mercer Advisors Inc. is a Delaware corporation and is in no way affiliated with Mercer LLC, Mercer Investments, or the Marsh & McLennan Companies. Mercer Global Advisors Inc. is registered with the Securities and Exchange Commission and delivers all investment-related services. Mercer Advisors Inc. is the parent company of Mercer Global Advisors Inc. and is not involved with investment services. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

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