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Mercer Advisors
Established in 1985, Mercer Advisors is a total wealth management firm dedicated to providing clients with financial clarity, investment insight, and long-term collaborative partnerships.
Team29
NameLocationLinksContact
Christine Cataldo
Chief Technology Digital Officer
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Dave Welling
Chief Executive Officer
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Donald Calcagni
Chief Investment Officer
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Elizabeth Hioe
Chief People Officer
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Gary Foodim
Chief Marketing Officer
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Gün Keresteci
Chief Financial Officer
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Loren Pierson
Chief Operations Officer
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Tori Erker
Chief Compliance Officer
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Adam Lee
Senior Vice President
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Andrew Beck
Senior Vice President
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Douglas Gilbert
Senior Vice President Of Sales
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Jeremiah H. Barlow
EVP Head of Family Wealth Services
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Tim Forest
Vice President Of Strategy
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Will Mannon
Executive Vice President
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Annie Gottbehuet
Managing Director
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Ben Kautz
Executive Managing Director
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Brian James Samson
Managing Director
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Brian Picariello
Managing Director
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Brian Picariello Cpa Pfs
Managing Director
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David Askew
Managing Director
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Jessica Caruso
Executive Managing Director
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Joseph Young
Managing Director
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Josh DeForest
Head of Client Delivery
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Kevin Jack
Client Advisor Managing Director
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Lucas Schwaller
Managing Director
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Matt Cook
Managing Director
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Bryan Powers
Executive Managing Partner
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Martine Lellis
Executive Managing Partner
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Mathew Encino
General Counsel
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