Leadership Overview
Mercer Advisors has 10 executives leading key functions including strategy, finance, operations, and marketing.
Driven by a commitment to client success, Mercer Advisors simplifies and strengthens financial lives through an integrated approach, acting as an independent fiduciary to align financial decisions with client goals and values.
Driven by a commitment to client success, Mercer Advisors simplifies and strengthens financial lives through an integrated approach, acting as an independent fiduciary to align financial decisions with client goals and values.
Leadership Roles at Mercer Advisors
Gun Keresteci - Chief Financial Officer
Gun Keresteci, the Chief Financial Officer at Mercer Advisors, oversees all financial operations and strategic financial planning. Keresteci manages the company's fiscal health, ensuring robust financial controls and driving profitability in line with the firm's growth objectives. This role involves close collaboration with other executives to align financial strategies with the company's integrated wealth management model. The Chief Financial Officer is responsible for financial reporting, budgeting, and capital allocation, directly supporting Mercer Advisors' mission to provide comprehensive financial solutions. By maintaining financial discipline, Keresteci ensures the firm's capacity to offer personalized guidance and long-term stewardship to clients. Gun Keresteci's expertise is critical in navigating the complex financial landscape of the wealth management industry.
Edward Estrin - Vice President Chief Financial Officer
Edward Estrin, the Vice President Chief Financial Officer at Mercer Advisors, supports the Chief Financial Officer in managing the firm's financial operations. Estrin contributes to financial planning, budgeting, and analysis, ensuring the efficient allocation of resources across the company's integrated service offerings. This role involves collaborating with various departments to maintain financial integrity and support strategic growth initiatives. The Vice President Chief Financial Officer plays a part in upholding Mercer Advisors' commitment to long-term stewardship and fiduciary responsibility. By assisting in financial oversight, Estrin helps to ensure that client financial decisions are aligned with their goals and values. Edward Estrin's work is integral to the financial stability that enables the firm to provide comprehensive wealth management solutions.
Harmon Laurin - President & Principal
Harmon Laurin, the President & Principal at Mercer Advisors, drives the strategic direction and overall growth of the firm. Laurin leads initiatives that enhance the integrated approach to financial planning, investment management, and tax strategy, ensuring clients receive comprehensive support. This executive position involves fostering a culture of long-term stewardship and personalized guidance, reinforcing Mercer Advisors' commitment to acting as an independent fiduciary. The President & Principal works to align the company's services with the evolving needs of families seeking to simplify and strengthen their financial lives. By championing the firm's core values, Laurin ensures that all financial decisions are made with the client's goals and values at the forefront. Harmon Laurin's leadership is instrumental in maintaining Mercer Advisors' position as a trusted national wealth management firm.
Alejandro Bates - President
Alejandro Bates, the President at Mercer Advisors, spearheads key strategic initiatives and operational oversight for the firm. Bates focuses on enhancing the integrated delivery of financial planning, investment management, and tax strategy services, ensuring a cohesive client experience. This leadership role is dedicated to upholding Mercer Advisors' commitment to long-term stewardship and personalized guidance, reinforcing its fiduciary duty. The President works to align the company's operations with its mission of simplifying and strengthening client financial lives. By driving strategic growth, Bates ensures that the firm continues to meet the complex needs of its clientele. Alejandro Bates's leadership is vital in maintaining the high standards of service and client-centricity that define Mercer Advisors.
Alexander Kimura - President
Alexander Kimura, the President at Mercer Advisors, directs strategic planning and business development efforts for the firm. Kimura is focused on expanding the reach of Mercer Advisors' integrated wealth management services, which encompass financial planning, investment management, and tax strategy. This executive role emphasizes the company's dedication to long-term stewardship and personalized guidance, ensuring clients receive fiduciary-level advice. The President works to align the firm's operational capabilities with its core mission of simplifying and strengthening client financial lives. By fostering strategic partnerships and market expansion, Kimura supports the firm's growth and its commitment to client success. Alexander Kimura's leadership is crucial in navigating the competitive landscape of national wealth management.
Erin Olsen - President
Erin Olsen, the President at Mercer Advisors, leads the strategic vision and operational execution for the firm's comprehensive wealth management services. Olsen is committed to advancing the integrated approach that combines financial planning, investment management, and tax strategy, ensuring clients benefit from a unified team. This executive position champions Mercer Advisors' core philosophy of long-term stewardship and personalized guidance, reinforcing its role as an independent fiduciary. The President focuses on empowering clients to simplify and strengthen their financial lives through expert advice and tailored solutions. By driving innovation and client-focused initiatives, Olsen ensures the firm consistently aligns financial decisions with client goals and values. Erin Olsen's leadership is pivotal in maintaining Mercer Advisors' reputation for excellence and trust.
Daniel Gourvitch - President
Daniel Gourvitch, the President at Mercer Advisors, guides the firm's strategic growth and operational excellence in wealth management. Gourvitch oversees the integration of financial planning, investment management, and tax strategy services, ensuring a seamless and comprehensive client experience. This leadership role is dedicated to upholding Mercer Advisors' commitment to long-term stewardship and personalized guidance, reinforcing its fiduciary responsibilities. The President works to empower clients in simplifying and strengthening their financial lives by providing expert advice and coordinated support. By championing client-centric strategies, Gourvitch ensures that all financial decisions are aligned with individual goals and values. Daniel Gourvitch's leadership is essential for maintaining Mercer Advisors' position as a premier national wealth management firm.
Josh Cogan - Chief of Staff
Josh Cogan, the Chief of Staff at Mercer Advisors, directs strategic initiatives and operational efficiency across the organization. Cogan ensures seamless execution of the company's integrated approach, bringing together financial planning, investment management, tax strategy, estate planning, and insurance. This leadership role involves coordinating cross-functional teams to uphold Mercer Advisors' commitment to long-term stewardship and personalized guidance. By optimizing internal processes, Cogan directly supports the firm's mission to simplify and strengthen client financial lives. The Chief of Staff's focus remains on aligning daily operations with the overarching goals and values of the firm, ensuring consistent delivery of fiduciary services. Josh Cogan's contributions are vital to maintaining the cohesive structure that underpins client trust and satisfaction.
Gary Foodim - Chief Marketing Officer & Shareholder
Gary Foodim, the Chief Marketing Officer & Shareholder at Mercer Advisors, directs all marketing and brand strategy initiatives. Foodim is responsible for communicating the firm's value proposition, emphasizing its integrated approach to financial planning, investment management, and tax strategy. This leadership position involves developing campaigns that highlight Mercer Advisors' commitment to acting as an independent fiduciary and delivering personalized guidance. The Chief Marketing Officer & Shareholder drives client acquisition and retention by articulating the benefits of simplifying and strengthening financial lives. By shaping the company's public image, Foodim ensures alignment with the core values of long-term stewardship and client-centricity. Gary Foodim's strategic marketing efforts are essential for expanding the firm's national reach and reinforcing its reputation in the finance industry.
Loren Pierson - Chief Operations Officer
Loren Pierson, the Chief Operations Officer at Mercer Advisors, directs the operational framework that supports the firm's integrated wealth management services. Pierson oversees the day-to-day execution of financial planning, investment management, tax strategy, and estate planning processes, ensuring seamless client experiences. This leadership role is critical in maintaining the efficiency and effectiveness of the coordinated teams that serve client needs. The Chief Operations Officer focuses on optimizing workflows and implementing best practices to uphold Mercer Advisors' commitment to long-term stewardship and personalized guidance. By ensuring operational excellence, Pierson directly contributes to the company's mission of simplifying and strengthening client financial lives. Loren Pierson's strategic oversight is fundamental to the firm's ability to act as an independent fiduciary and align financial decisions with client goals.
Explore Leadership Teams in Finance
AllianceBernstein Holding L.P. is a publicly owned investment manager. The firm provides its services to investment companies, pension and profit-sharing plans, banks and thrift institutions, trusts, estates, government agencies, charitable organizations, individuals, corporations and other business entities. The firm manages separate client focused portfolios for its clients. The firm primarily invests in common and preferred stocks, warrants and convertible securities, government and corporate fixed-income securities, commodities, currencies, real estate-related assets and inflation-protected securities. The firm employs quantitative analysis along with long-term purchases, short-term purchases, trading, short sales, margin transactions, option strategies including writing covered options, uncovered options and spread strategies to make its investments. The firm obtains external research to complement its in-house research.
Company Leadership
PM
SR
Capital Group, founded in 1931 and headquartered in Los Angeles, California, is a privately-held investment management firm that operates offices across the Americas, Asia, and Europe.
Company Leadership
TP
WW
Founded in 1914, Merrill Lynch is one of the largest wealth management businesses in the world. Merrill Lynch financial advisors combine financial knowledge and experience with a deep understanding of their clients needs to help their clients achieve the lives they want. With a deep commitment to placing their clients interests first, Merrill Lynch financial advisors draw upon the investment insights of Merrill Lynch and the banking of Bank of America to unlock opportunities tailored to their clients needs in all areas of their financial lives. The solutions our financial advisors offer go beyond investment management to include college savings strategies, retirement planning, eldercare, philanthropy, estate planning services, small business services, and access to cash management and banking solutions.
Company Leadership MT
MA
WH
GS
LaSelle Investment Management was founded in 1999. This company provides real estate investment management services. Their headquarters are located in Chicago, Illinois.
Company Leadership JW
Frequently Asked Questions Regarding Mercer Advisors Top Executives and Leadership Team
Unlock more people and company data
