Meet Jamie
Jamie is Associate Vice President, Client Development at Mercer Advisors. He joined in 2025 after serving at RWA Wealth Partners as well as FINTRX. Jamie earned a B.A. degree in global commerce from Denison University, and he finds motivation in helping people feel more confident, secure, and prepared for their financial futures.
His working style
Jamie collaborates closely with colleagues to foster a strong, aligned team that delivers smooth, high-quality outcomes for our clients. His client-first approach helps ensure every decision and action reflects the client’s best interests and long-term success. By building authentic, trusted relationships — both internally and externally — he creates a foundation for open communication, accountability, and lasting impact.
Jamie in real life
What keeps you busy outside of work?
I spend most of my time with my family and friends watching sports, running, or sailing.
What are your favorite things about Boston?
Boston offers an incredible mix of vibrant food, outdoor experiences, and genuinely welcoming people — yes, even if you happen to be a New York sports fan.
Why do you like working at Mercer Advisors?
Mercer Advisors delivers a distinctive client experience that stands apart from anything I’ve seen before. The company’s dedication to clients, the community, and its employees is both genuine and unmatched.
Meet Jamie’s Teammates
Mattijs Ossorio
Associate Vice President
What Jamie Says
Mattijs fosters a highly collaborative and inclusive environment that brings out the best in our team. Through open communication, shared accountability, and a strong emphasis on teamwork, he has enabled us to grow, refine our skills, and continually expand our capabilities. As a result, we are better equipped to deliver thoughtful, innovative solutions, ultimately elevating the overall client experience.
Edward Dunphy
Regional Vice President
What Jamie Says
Ed’s dedication to serving clients truly embodies the Mercer Advisors way and sets a powerful example for those around him. He brings a thoughtful, client-first approach to every interaction, taking the time to fully understand each family’s unique goals and challenges. His ability to clearly communicate our value and thoughtfully match prospective clients with the right advisor has created meaningful, lasting relationships and helped hundreds of families around the world feel confident in their financial future.
Doug Fabian
Sr. Vice President
What Jamie Says
Doug’s leadership has played a pivotal role in establishing Mercer Advisors as one of the premier wealth management firms in the country. He brings a rare combination of strategic vision and personal commitment to every client interaction; he has an exceptional ability to guide prospective clients through our comprehensive services and thoughtfully match them with the right advisor. Equally impactful is Doug’s dedication to our people — through his mentorship, patience, and steady leadership, he has empowered countless team members to grow in their roles, elevate their performance, and make meaningful contributions.
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