Director of Investment Operations
Jerrod Dawson is a Senior Investment Strategist at Mercer Advisors. In this role, he directly supports advisor teams and High Net Worth and Ultra High Net Worth families in the areas of investment strategy, advice, and portfolio implementation.
Jerrod joined Mercer Advisors though the Quest Capital Management acquisition at the end of 2021. At Quest, Jerrod was the Chief Investment Officer for 9 years.
Mr. Dawson has worked in the financial services industry since 1998 and holds the Chartered Financial Analyst® designation. Prior to joining Mercer Advisors, Jerrod managed a long-only dividend strategy for a commercial bank, a $1 billion fund-of-funds portfolio, and $700 million in trust assets. Jerrod’s experience also includes multiple buy-side and sell-side equity analysis roles covering various market sectors. Throughout his career in asset management, he has worked closely with HNW/UHNW families.
Jerrod is a member of the Dallas Association of Securities Analysts and the volunteers at The Storehouse of Collin County; Seven Loaves Pantry. He has a Bachelor of Business Administration from University of Oklahoma and a Masters of Business Administration from Oklahoma City University where he graduated Cum Laude.