Mercer Advisors welcomes five RIA industry veterans
Mercer Advisors has bolstered its executive team with five RIA industry veterans.
The firm’s M&A partner development team welcomes Andy Burgess, Greg Mayes, and Jay Robinson as vice presidents. The three have worked with leading RIA custodians over 20 years, including Schwab, Fidelity, TD Ameritrade, LPL, and RBC.
Additionally, Mercer has recently hired 30-year veteran Stacy Orff as vice president of platform marketing, and Jeff Dadamo joined from Dimensional Fund Advisors as senior director of M&A investment integration.
“Every one of the 85 firms that have joined us through M&A is putting their life’s work in our hands and our approach to building our M&A teams considers the gravity of deciding on their future partner,” said Dave Welling, CEO of Mercer Advisors. “Our teams are stacked with purpose-driven professionals who have deep experience in helping RIAs make decisions on the future direction of their firms. They are passionate about advisor success and understand the highly nuanced RIA space.”
He added that the firm has added more than 260 professionals to its regional wealth management, wealth solutions, and investment teams over the last 12 months, along with many more who joined through 12 acquisitions.
Martine Lellis, chief talent officer for Mercer Advisors, said that the firm is winning the fight for talented professionals in the RIA space.
“These recent additions to our M&A teams illustrate that highly experienced, leading talent in the RIA space see the value and differentiation of the Mercer Advisors platform which combines people, process, and technology to help advisors do their best work. Building out our M&A teams is just one example of how our strategy and culture attract the best and brightest from
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