Mercer Advisors Wins Multiple Awards at the 2021 wealthmanagement.com "Wealthies" Industry Awards
"2030 Sustainable Growth and Development" initiative recognized in the Family Office - Thought Leadership category, while Karen Lee named "RIA CMO of the Year"
DENVER, Sept. 15, 2021 /PRNewswire-PRWeb/ -- Mercer Global Advisors Inc. ("Mercer Advisors"), a national Registered Investment Adviser (RIA) firm, today announced that the firm has won multiple awards in the prestigious wealthmanagement.com Industry Awards Program for 2021.
A judging panel of industry experts and luminaries recognized Mercer Advisors in the Family Office – Thought Leadership category for the "2030 Sustainable Growth and Development" corporate initiative (Mercer 2030). Mercer 2030 is a company-wide program created to fulfill the mission of becoming a sustainable organization while contributing positively to the communities it serves.
In addition, Mercer Advisors' senior executive, Karen Lee, was named the "RIA Firm Leader – CMO of the Year" for her previous role as Chief Marketing Officer. Lee has subsequently transitioned to a new role as Chief Business Solutions Officer for Mercer Advisors launching new businesses, and former Conde Nast executive, Gary Foodim, has recently joined as the firm's new CMO, replacing Lee.
Karen Lee joined Mercer Advisors as Chief Marketing Officer in 2018, responsible for leading the firm's marketing, branding, and organic growth efforts, resulting in the firm's expansion from approximately $12 billion to approximately $32 billion in assets during her tenure. Lee has also served as the executive sponsor for Mercer Advisors women's initiative, InvestHERS, a comprehensive program designed to attract women into the financial services industry, as well as to better serve the unique financial planning needs of women investors. In 2019, InvestHERs was also recognized as the winning initiative in the wealthmanagement.com Industry Awards Program Family Office category.
"This industry recognition is a tremendous honor and I want to thank the great marketing team at Mercer Advisors for their seamless execution of an ambitious marketing plan to become one of the industry's leading, national RIA firms," said Lee. "This year's caliber of Finalists shows the breadth and depth of talent in the RIA industry and it is truly an incredible accomplishment to be considered with them."
Mercer 2030 is new corporate program focused on furthering the firm's commitment to being an industry leader in its commitment to sustainability and diversity, equity, and inclusion. The Mercer 2030 initiative builds on the firm's legacy programs and is based on United Nations Sustainable Growth and Development (UNSDG) framework. The 2030 Agenda for Sustainable Development was adopted by all United Nations member states as a blueprint for peace and prosperity for people and the planet, and consists of 17 Sustainable Development Goals which are a call to action to positively transform the world.
As part of the ambitious agenda for the United Nations Sustainable Growth and Development (UNSGD) framework, Mercer Advisors has identified 4 specific UNSDG goals that the company and its employees will focus on that align with its values as a firm and its commitment to providing the highest level of client service. These include Innovation and Responsible Growth; Diversity, Equity and Inclusion (DEI); Sustainable Environment; and Gender Equity.
"We are extremely honored to be recognized as a multiple winner in this year's wealthmangement.com Industry Awards," said Dave Welling, CEO of Mercer Advisors, also a previous winner in the wealthmangement.com Industry Awards Program as RIA CEO of the Year in 2019. "These awards are a testament to the forward-looking and team-oriented culture of the entire Mercer Advisors team and our clients. It is gratifying to know that the commitment to becoming a sustainable organization is providing dividends beyond becoming good corporate citizens, but also to have a meaningful impact on the critical issues facing our world today. We are also very proud of Karen's accomplishments as CMO and are fortunate to have her on our Senior Leadership Team."
About Mercer Advisors
Established in 1985, Mercer Global Advisors Inc. ("Mercer Advisors") is a full-service wealth management firm that specializes in providing investment advice, financial and estate planning, and taxes, and corporate trustee and trust administration services. It is one of the largest Registered Investment Advisers and financial planning firms in the U.S. with over $31 billion in client assets. Headquartered in Denver, Mercer Advisors is privately held, has approximately 570 employees, and operates nationally across the country with 60 locations. Mercer Advisors, Inc. is a parent company of Mercer Global Advisors Inc. (RIA), majority owned by both Oak Hill Capital and Genstar Capital. Mercer Global Advisors has a related insurance agency. Mercer Advisors Insurance Services, LLC (MAIS) is a wholly owned subsidiary of Mercer Advisors Inc. Employees of Mercer Global Advisors serve as officers of MAIS. For Mercer Global Advisors clients who wish to purchase insurance products, MAIS has entered into a non-exclusive referral agreement with Strategic Partner(s). More information about MAIS and our Strategic Partners may be found in our Form ADV 2A. Visit us at http://www.merceradvisors.com.
Mercer Global Advisors Inc. is registered with the Securities and Exchange Commission and delivers all investment-related services. Mercer Advisors Inc. is the parent company of Mercer Global Advisors Inc. and is not involved with investment services.
Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning documentation preparation and other legal advice is provided through its affiliation with Advanced Services Law Group, Inc.
Data as of July 31, 2021. AUM includes affiliates and wholly owned subsidiaries announced to date.
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.
Media Contact
Jennifer Hebner, Nexus Strategy, LLC, 415-847-4875, [email protected]
SOURCE Mercer Advisors
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