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 across the industry,” Lellis said.
From outstanding individuals to innovative organizations, find out who made the final shortlist for top honors at the IN awards, now in its second year.
Cresset's Susie Cranston is expecting an economic recession, but says her $65 billion RIA sees "great opportunity" to keep investing in a down market.
“There’s a big pull to alternative investments right now because of volatility of the stock market,” Kevin Gannon, CEO of Robert A. Stanger & Co., said.
Sellers shift focus: It's not about succession anymore.
Platform being adopted by independent-minded advisors who see insurance as a core pillar of their business.
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.
