Mercer Advisors Expands Executive Ranks with RIA Industry Veteran

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Martine Lellis, CPA, CFP®, joins as Chief Talent & Business Solutions Officer; Mercer Advisors continues to expand Senior Leadership Team with fifth female executive added to leadership in last two years.

Martine is one of the industry’s most respected leaders with first-hand experience in what it takes to build and run a wealth management firm that delivers a family office experience to its clients.

Mercer Advisors Inc. (“Mercer Advisors”), a national Registered Investment Adviser (RIA) firm, today announced the appointment of Martine Lellis, CPA, CFP® to the senior executive role of Chief Talent & Business Solutions Officer, reporting directly to Dave Welling, Mercer Advisors’ CEO.

Lellis, previously the Chief Operating Officer for well-known independent RIA, Sullivan Bruyette, Speros and Blayney (SBSB) will oversee all aspects of the firm’s human capital, as well as be responsible for strategic projects to accelerate the growth of the firm. Additionally, Lellis joins Mercer Advisors’ increasingly diverse senior leadership team.

“Martine is one of the industry’s most respected leaders with first-hand experience in what it takes to build and run a wealth management firm that delivers a family office experience to its clients,” said Dave Welling. “Her wealth management knowledge and unique skill set, combined with her industry connections and leadership abilities will further our ability to deliver an exceptional experience to our clients and expand our growth opportunities,” added Welling.

Lellis has a nearly two-decade career in the independent wealth management space, a unique accomplishment in an emerging industry. Lellis began her wealth management career at SBSB in 2002 and progressed to become the COO, overseeing a rapid period of growth for one of the industry’s most well-known and highly respected RIA firms. Lellis has advanced designations in financial services, including a CPA license and the CFP® marks, as well as having earned an MBA from Georgetown University with a BS degree in Mathematics from Duke University.

With the addition of Lellis as an executive to the firm, Mercer Advisors now has 5 senior female leaders on the Senior Management Team, including Karen Lee, Chief Marketing and Strategy Officer, recently promoted Managing Director, Laura Combs, along with Kara Duckworth, Managing Director of Client Experience, as well as Samantha Elder, Director of Human Resources. All five of the executives have joined Mercer Advisors’ executive ranks over the past two years.

The expansion of female leadership reflects on Mercer Advisors’ industry leading position as an employer of choice for female advisors and wealth management professionals. Nearly fifty percent of Mercer Advisors’ client advising teams are comprised of women with several having been appointed to leadership roles in the last two years. In 2018, Mercer Advisors launched its award-winning InvestHERs women’s initiative which focuses on becoming the wealth management firm of choice for women advisors and clients.

“Having a diverse leadership team will be critical to success in the future of wealth management, particularly as demographics change and more and more women will be in charge of their family’s financial decisions,” said Welling. “We are excited to welcome Martine to the team and look forward to continuing to attract great talent under her leadership.”

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 Advisors and financial planning firms in the U.S. with over $18 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.

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Timothy Welsh
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