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

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