HR Execs 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
John DiLivio
 Director, Direct Sales Profile
Gary Foodim
 Chief Marketing Officer Profile
Martine Lellis
 Chief Talent and Business Solutions Officer Profile

Similar Companies

Clear Street

Clear Street is a new prime broker founded by industry veterans. We understand firsthand the challenges facing today`s most active market participants and are taking a technology-first approach to modernizing, and improving, the brokerage experience. Launched in 2018, Clear Street is the first prime built on cloud-based infrastructure. Our platform offers clients easy access to everything they need to trade, including execution, financing, clearing, and custody. On an average trading day, clients use Clear Street to process more than $1 billion in trades of U.S. equities and options. In addition to its prime business, Clear Street also owns Clear Street Markets, a market maker founded in 2011.

OPUS Atlanta

OPUS Atlanta is a Atlanta, GA-based company in the Financial Services sector.

Mahoney

Mahoney is a full service CPA firm located in St Paul, MN. We provide a full range of professional services, including accounting (audit, review, compilation), tax planning and return preparation for all tax types, and general consulting to individuals, businesses and nonprofit organizations. We have specialties in in real estate (low income housing tax credit), affordable housing, nonprofits, and closely held small to mid-sized businesses. The CPA`s in our General Business Services area are certified Quickbooks ProAdvisors and can assist with training and trouble shooting your data.

Petsky Prunier

Petsky Prunier LLC is one of the leading companies in Financial Services industry. Petsky Prunier LLC is based in New York, NY. You can find more information on Petsky Prunier LLC at www.petskyprunier.com

Natcan Investment Management

Natcan Investment Management is a MontríŠal, QC-based company in the Financial Services sector.