Martine Lellis

Martine is Principal, M&A Partner Development, and is responsible for driving the growth and expansion of the organization through strategic mergers and acquisitions of other RIAs. Based on her more than two decades of experience in the independent wealth management space, she leads like-minded firms in their transition decisions, including assessment of fit, due diligence, financial analysis, talent mapping, and deal negotiations. Martine also currently serves as Chief Talent Officer, overseeing Talent Management and HR Operations for the company, with a focus on developing and growing the talent of the organization. She has been a member of the Executive Leadership Team at Mercer Advisors since joining the firm in 2020.

Before joining Mercer Advisors, Martine was a Principal and both the Chief Operating Officer and Chief Compliance Officer at Sullivan, Bruyette, Speros & Blayney. She also served on the Technology, Operations & Service Advisory Board of one of the largest RIA custodians, and has been involved as a writer and instructor for CFP™ exam review courses.

Martine is a Certified Public Accountant (CPA) and a CERTIFIED FINANCIAL PLANNER™ professional. She has a degree in Mathematics from Duke University and an MBA from Georgetown University. Martine is an International Technical Official for Olympic Weightlifting and enjoys officiating at Weightlifting competitions. In her free time, Martine enjoys working out, traveling with friends, and hanging out with her rescue cat.