Skip to main content

Karen Lee

Chief Business Solutions Officer

Karen brings over 20 years of Marketing and Strategy experience to our team. In her current Chief Business Solutions Officer role, she leads the go-to-market strategy for Mercer Advisors. She oversees the launch of new business lines, services, and products for our Institutional Group, and she currently leads the Strategy and Business Intelligence team. Karen previously served as the Chief Marketing and Strategy Officer, where she built the departments from the ground up. In 2021, she was named WealthManagement's CMO of the Year. Prior to joining Mercer Advisors, Karen held a variety of Marketing and Strategy leadership positions at Wells Fargo and worked as a management consultant for Accenture. She 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.

A panel of independent judges made up of top names in the industry and led by WealthManagement.com Editor-in-Chief David Armstrong determined the 2021 Wealthmanagement.com Industry Award winners. The best in each category were selected based on quantitative measures of their initiatives--such as scope, scale, adoption and feature set--along with qualitative measures, such as innovation, creativity and new methods of delivery. The awards expanded in 2021 to recognize product and service providers who are pioneering innovation in new and emerging technologies, as well as progressive companies that are advancing diversity, equity and inclusion in the financial services industry.

Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Mercer Advisors is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers (see participation criteria/methodology). Unless expressly indicated to the contrary, Mercer Advisors did not pay a fee to be included on any such ranking. No ranking or recognition should be construed as a current or past endorsement of Mercer Advisors by any of its clients.

arrow-left arrow-right

Talk to Us.