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Karen Lee

Chief Business Solutions Officer

Karen brings 20 years of Marketing and Strategy experience to our team. In her Strategy role, she is responsible for developing a strategic plan including highlighting key growth opportunities, creating clear measures of success for initiatives and linking initiatives back to the overall growth of the business. Her Marketing role includes a key emphasis on deepening relationships with current clients, leading new client acquisition efforts and the overall evolution of the Mercer Advisors brand. Prior to joining Mercer Advisors, Karen held a variety of leadership positions in Marketing and Strategy at Wells Fargo in their wealth management and community banking divisions. Prior to Wells she worked as a management consultant for Accenture, received her MBA from Stanford University and an undergraduate degree from U.C. Berkeley. Karen lives in San Francisco with her husband and two sons.

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