Mercer Advisors Announces the Recipients of the Mercer Advisors Scholarship to the University of California, Irvine

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Scholarships designed to support students in diversity programs at the Center for Investment and Wealth Management at The Paul Merage School of Business.

The future of wealth management is increasingly going to be led by financial planning professionals with a diverse background, which is why we have made a commitment to diversity as part of our mission to be the wealth management firm of choice.

Mercer Global Advisors Inc. (“Mercer Advisors”), a national Registered Investment Adviser (RIA) firm, today announced the recipients of the Mercer Advisors Scholarship, a specially designed educational grant designed to support students participating in Diversity and Inclusion programs at the University of California, Irvine (UCI).

Allison Cherna and Zoey Zhou both were awarded $2,500 scholarships to help fund their student careers at the prestigious UCI Paul Merage School of Business. These outstanding students were selected from a very competitive field based on their academic achievements and active participation in diversity programs.

“We are delighted to support the educational efforts at UCI to groom the next generation of financial planning professionals,” said Dave Welling, CEO of Mercer Advisors. “The future of wealth management is increasingly going to be led by financial planning professionals with a diverse background, which is why we have made a commitment to diversity as part of our mission to be the wealth management firm of choice.”

The Mercer Advisors Scholarship is part of Mercer Advisors’ award-winning InvestHERs women’s initiative which focuses on Mercer Advisors’ mission to develop the next generation of women advisors, while also becoming the wealth management firm of choice for women investors by focusing on their specific needs, goals, and objectives.

“InvestHERs has been a terrific program to support the academic endeavors of outstanding student leaders, while also creating awareness of the financial planning profession as a top career choice to foster the continued growth of independent advice,” said Kara Duckworth, CFP®, Managing Director of Client Experience and Co-Lead of the InvestHERs program at Mercer Advisors. “Congratulations to this year’s scholarship winners and we look forward to following their careers.”

Allison Cherna is a business administration student at UCI, with a goal of pursuing becoming a financial advisor as her career choice. Zoey Zhou is also a business administration student at UCI, interested in obtaining her MBA and then returning to China to start a wealth management firm.

About Mercer Advisors
Established in 1985, Mercer Global Advisors Inc. (“Mercer Advisors”) is a total wealth management firm that provides comprehensive investment management, financial planning, family office services, retirement benefits and distribution planning, estate and tax planning, asset protection expertise, and corporate trustee and trust administration services. Mercer Advisors Inc. is a parent company of Mercer Global Advisors Inc. (RIA), majority owned by both Oak Hill Capital and Genstar Capital, one of the largest Registered Investment Advisers and financial planning firms in the U.S. with over $18.5 billion in client assets. Headquartered in Denver, Mercer Advisors is privately held, has over 400 employees, and operates nationally nearly 50 offices across the country. For more information, visit http://www.merceradvisors.com.

About The Paul Merage School of Business
The Paul Merage School of Business at UC Irvine offers four dynamic MBA programs – plus PhD, specialty masters and undergraduate business degrees – that prepare business leaders for our digitally driven world. Through our programs, students acquire the exceptional ability to grow their organizations through strategic innovation, analytical decision-making, digital information technology and collaborative execution. While the Merage School is relatively young, it has quickly grown to rank consistently among the top five percent of all business programs worldwide through exceptional student recruitment, world-class faculty, a strong alumni network and close relationships with both individual business executives and global corporations. Additional information is available at merage.uci.edu.

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