Executive addition marks Mercer Advisors' continued commitment to advancing the platform powering the client and advisor experience
DENVER, Oct. 20, 2022 /PRNewswire-PRWeb/ -- Mercer Advisors Inc. ("Mercer Advisors"), a national Registered Investment Adviser (RIA) firm, announced today that Daniel Gourvitch has joined as President with the charter to lead RIA platform development and delivery, reporting to CEO Dave Welling. Before joining Mercer Advisors, Mr. Gourvitch was Head of Platform within the Aladdin Business at BlackRock and is also a former Partner at McKinsey & Company and a Managing Director at Goldman Sachs.
"Our vision is to be the industry leader in providing a unified and integrated standard of financial care to our clients," said Dave Welling, CEO of Mercer Advisors. "The continued innovation and transformation of our industry-leading platform requires pioneering design and an intense focus on execution," added Welling. "Our platform, defined by a full suite of wealth management services including investments, estate, tax, insurance, and trustee services and accented by robust technology, empowers advisors to provide clients with outstanding service and advice that guides them through the seasons of their lives with confidence. I am delighted to bring on a veteran executive leader with broad experience who shares our passion for serving clients and working as one team."
Mercer Advisors also announced the addition of Jessica Caruso and Joseph Young to the Mercer Advisors' Senior Leadership Team. Both Caruso and Young are Senior Directors and Senior Wealth Advisors who have distinguished themselves as advisors, leaders, and in their ability to drive significant organic growth in a region. Ms. Caruso also leads the firm's employee mentorship program and serves on the steering committee for InvestHERS, a renowned diversity program designed to better attract women into the financial services industry, as well as to better serve the unique financial planning needs of women investors. She is also the Practice Lead as part of the Retirement Plan Group. Mr. Young also serves as a member of Mercer Advisors' Investment Committee.
Mr. Gourvitch brings significant experience in wealth management and managing rapidly growing businesses to Mercer Advisors. Most recently, Daniel was Head of Platform within the Aladdin Business at BlackRock. Before BlackRock, Gourvitch was a Partner at McKinsey & Company and a Managing Director at Goldman Sachs, where he was a member of the Consumer Division Operating Committee. At McKinsey, Gourvitch's work focused on building and scaling wealth management businesses, and he co-led the Wealth Management practice in the Americas.
"Mercer Advisors is a remarkable firm. As I got to know Mercer Advisors – my first and strongest instinct was that 'this is precisely what my own family needs.' Dave and the team have actually built what so many have talked about – a truly independent, fiduciary firm, with the ability to bring together investments, estate, tax, insurance, and trust all in one place and genuinely connect the dots for clients," said Daniel Gourvitch.
"I've had the privilege of spending my career at extraordinary, client-oriented firms that are committed to delivering for every client at the highest possible level. Mercer Advisors unquestionably shares this trait as well. It is no surprise that so many of the country's most successful, most client-oriented advisors are recognizing their own values in Mercer Advisors – and I feel extraordinarily privileged for the opportunity to join them," Gourvitch said.
"We have grown significantly while staying true to our founding principles," Welling said. "Those principles continue to guide our evolution with a compass pointed directly at positively impacting our clients, employees, shareholders, and communities and will continue to expand as we evolve on our next chapter of growth."
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 and fastest-growing Registered Investment Advisers and financial planning firms in the U.S. with $38 billion in client assets. Headquartered in Denver, Mercer Advisors is privately held, has over 800 employees, and operates nationally across the country with over 90 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. Corporate Trustee services are offered through National Advisors Trust Company. 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. More information about Mercer Advisors' Strategic Partners may be found in Form ADV 2A.
Data as of August 31, 2022. AUM includes affiliates and wholly owned subsidiaries announced to date.
Media Contact
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SOURCE Mercer Advisors
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