CLOs on the Move

Mercer Advisors

www.merceradvisors.com

 
Established in 1985, Mercer Advisors is a total wealth management firm dedicated to providing clients with financial clarity, investment insight, and long-term collaborative partnerships. Our comprehensive suite of services includes financial planning, investment management, asset protection and risk management, estate, tax, and legacy planning, retirement plan design and administration, and family wealth office services. These services are delivered holistically, rooted in the latest academic and industry findings, customized to the specific needs of each client, and delivered with a fiduciary standard of care. Our mission is to help people lead fulfilling lives by providing objective, timely advice within the context ...
  • Number of Employees: 250-1000
  • Annual Revenue: $10-50 Million

Executives

Name Title Contact Details
Holly Bartuska
 Associate General Counsel- Litigation and Investigation Profile
Casey Seitz
 Chief Compliance Officer Broker Dealer Profile
William Nelson
 Chief Compliance Officer Profile
Logan Baker
 Vice President, Estate Planning Attorney Profile
Mathew Encino
 Vice President, General Counsel Profile

Similar Companies

San Diego Pension Consultants

San Diego Pension Consultants is a San Diego, CA-based company in the Financial Services sector.

C redit Bureau Associates of Georgia

C redit Bureau Associates of Georgia is a Milledgeville, GA-based company in the Financial Services sector.

PennyMac

At PennyMac, our commitment to our customers doesn`t end at closing. Our goal is to be a trusted financial partner that you can count on as long as you own your home. Being one of the top direct mortgage lenders in the country means PennyMac can focus on the needs of its customers rather than maintaining a network of branches and banking products. We`re working every day to improve the experience of finding the right home loan for our customers` unique needs and offering competitive rates on a wide range of products.

Entitle Direct Group

Entitle Direct Group is one of the leading providers in Financial Services. It is based in Mars, PA. To find more information about Entitle Direct Group, please visit www.entitledirect.com

Pannell, Kerr, Forster of Texas

PKF Texas is a premier middle-market CPA firm in Houston, with a 37-year history focused on assisting entrepreneurial-minded businesses. We provide services in audit, accounting, domestic and international tax, entrepreneurial advisory, outsource and co-source accountancy, profit enhancement, employee benefit plan audits, fraud and forensics, internal audit and internal controls, state and local tax, incentives and credits to emerging and middle market companies across many industries. Through PKF International and the Leading Edge Alliance, we have access to worldwide resources.