Kim Lorenz
Chief Compliance Officer
klorenz@merceradvisors.com
720.551.5457
Kim brings over 25 years of risk management experience to her role as Chief Compliance Officer at Mercer Advisors. She is a seasoned leader with extensive compliance and risk management experience in wealth management, including investment management and advisory, family office services, trust and estate services, broker dealer, private banking and financial planning. Kim specializes in developing and implementing compliance risk management and oversight programs for complex wealth businesses.
Prior to joining Mercer Advisors, Kim served in senior positions within BMO Financial Group and most recently served as the Head of Compliance and Governance for BMO Wealth Management in the U.S.
Kim is a graduate of Fort Lewis College with a degree in business administration and has held a Certified Regulatory Compliance Manager designation since 1999. Before relocating to the Denver area, she was active in local activities including volunteering with the United States of America Snowboard and Freeski Association of Southwest Colorado and leveraging her business skills for local school and school district advisory committees.
