Meet Jesse

Jesse joined Mercer Advisors in 2025 with 11 years of experience in financial services. He previously served as Director of Client Services at Altfest Personal Wealth Management and as Vice President of Wealth Management at Focused Wealth Management. He earned a B.A. in international affairs from Skidmore College. He also holds the Accredited Investment Fiduciary® (AIF®) designation. Jesse focuses on building relationships and trust with individuals and families, and building personalized wealth advisory teams to help clients accomplish their objectives.

His working style

Jesse strives to gain an understanding of people’s backstories, current circumstances, and future aspirations by asking thoughtful questions and actively listening. He is known to have a calming presence and explain financial strategies and services in clear, direct terms. His style helps clients feel comfortable and empowered. Jesse considers himself an ambassador for the firm and builds personalized wealth advisory teams to help clients accomplish their objectives.

Jesse in real life

Why do you like working at Mercer Advisors?

I love helping people and working with smart and passionate colleagues. I admire the Mercer Advisors commitment to providing a personalized, boutique client experience while leveraging the in-house resources of a national firm.

What keeps you busy outside of work?

I’m an avid sports fan, and enjoy fitness, traveling, cooking and eating great food, and spending quality time with my wife Megan, dog Yoshi, family, and friends.

Favorite thing about where you live?

I love New York City because it’s an energizing place to live and there’s a plethora of amazing culture, music, sports, and food at your fingertips.

Career highlights

Joined Mercer Advisors in 2025
Served as Director of Client Services at Altfest Personal Wealth Management for 5 ½ years
Spent 5 ½ years as Vice President of Wealth Management for Focused Wealth Management