Vice President of Strategy and Analytics
Tim joined Mercer Advisors in 2020 as Vice President of Strategy and Analytics and a member of the Senior Leadership Team, having advised the firm as a consultant since 2017. He brings over 15 years of experience in the advisory and wealth management industry. Most recently, he was Managing Director at DeVoe & Company, serving RIA industry clients in a consulting and investment banking capacity. His past professional experiences include leading the practice management team at Charles Schwab Institutional, as a member of the Retail Brokerage Strategy team, also at Charles Schwab, and as a management consultant with McKinsey & Company. Tim graduated magna cum laude, Phi Beta Kappa from Pomona College with a degree in economics and earned his MBA from Stanford Graduate School of Business. Tim lives in San Francisco where he thrives on great food, good coffee, and a fresh Pacific breeze.