Mercer Advisors Appoints Stefanie Shelley As A New Board Member

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Experienced wealth management executive joins as an independent board member of leading national RIA

Stefanie brings deep experience in driving growth and helping companies adapt to dynamic business conditions. Our board plays a critical role in supporting the growth and evolution of our business through both organic and inorganic growth.

Mercer Global Advisors Inc. (“Mercer Advisors”), a national Registered Investment Adviser (RIA) firm, today announced that the firm has added Stefanie Shelley to the Mercer Advisors Board as an independent, outside board member to help support its continued significant growth.

Stefanie brings a 30+ year distinguished career in financial services, fintech, and wealth management, comprising of leadership positions at global financial services companies, including Broadridge Financial Solutions, JP Morgan Chase, Citibank, Capital One, and Smith Barney; and Fortune 500 firms, including GE Capital, and Time Inc., to the Mercer Advisors Board.

“We are more than thrilled to have Stefanie join our board,” said Dave Welling, CEO of Mercer Advisors. “Stefanie brings deep experience in driving growth and helping companies adapt to dynamic business conditions. Our board plays a critical role in supporting the growth and evolution of our business through both organic and inorganic growth.” Stefanie joins an experienced Board that includes outside board members, investors, and Mercer Advisors executive leadership.

Stefanie is an advisor who works with C-suite executives on strategies to drive growth, digital transformation and value creation. She works with fintech companies and was an advisor to Betterment, a “robo” advisor in wealth management, and currently works with early-stage companies and the Techstars accelerator. Stefanie has served on multiple boards, including the board of Green Bancorp, a public regional bank in Texas, and is currently on the board of Gift of Adoption, a national non-profit organization. Stefanie holds an MBA in Marketing and Strategic Management from the Wharton School at the University of Pennsylvania, and a BA from Colgate University.

“Mercer Advisors has been an incredible success story in growth, strategy, and execution with their unique model – being able to fully integrate their acquisitions into infrastructure and culture and deliver a full suite of wealth management services to the client. I am very excited to be joining this experienced team,” said Stefanie. “Mercer Advisors’ focus on their InvestHERs initiative to be the wealth management firm of choice for women investors and advisory professionals is something I look forward to supporting.”

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 $20 billion in client assets. Headquartered in Denver, Mercer Advisors is privately held, has over 440 employees, and operates nationally across the country with 40+ locations. Mercer Advisors, Inc. is a parent company of Mercer Global Advisors Inc. (RIA), majority owned by both Oak Hill Capital and GenstarCapital. For more information, visit http://www.merceradvisors.com.

Data as of August 11, 2020. AUM includes affiliates and wholly owned subsidiaries.

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Timothy Welsh
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