The leadership team at Mercer Advisors has a wide range of experience in different industries and fields. Some members have experience founding their own companies, while others have worked as financial analysts or sales managers. The team is also educated in various areas, such as finance, marketing, and business administration. This diverse range of experience and skills allows the team to provide comprehensive financial advice to clients.
Dave Welling
Chief Executive Officer
Donald Calcagni
Chief Investment Officer
Jenna Elliott
Director of Estate Planning, M...
Jeremiah H. Barlow
EVP, Head of Family Wealth Ser...
Kara Duckworth
Client Advisor and Managing Di...
Loren Pierson
Chief Operating Officer
Martine Lellis
Chief Talent and Administrativ...
Mathew Encino
VP, General Counsel
Michael Henry
Vice President, Finance – Merg...
Will Mannon
Head of Sales