Leadership Overview
Mercer Advisors has 10 executives leading key functions including strategy, technology, operations, finance, and human capital.
Committed to simplifying complex financial lives, Mercer Advisors delivers integrated wealth management solutions that align investment, tax, and estate planning with the long-term goals of families across the nation.
Committed to simplifying complex financial lives, Mercer Advisors delivers integrated wealth management solutions that align investment, tax, and estate planning with the long-term goals of families across the nation.
Leadership Roles at Mercer Advisors
Jeffrey Lokken - Chief Executive Officer
Jeffrey Lokken, the Chief Executive Officer at Mercer Advisors, directs the overarching strategic vision for the national wealth management firm. By coordinating financial planning, investment management, and tax strategy, the Chief Executive Officer ensures the organization maintains its fiduciary commitment to clients. Lokken oversees the integration of diverse service lines to simplify financial lives for families across the United States. This leadership role involves constant collaboration with the Board to drive long-term growth and market expansion. Through the implementation of a unified service model, the Chief Executive Officer strengthens the firm's competitive position in the investment industry. Jeffrey Lokken monitors performance metrics to guarantee that every financial decision aligns with client values. By fostering a culture of personalized guidance, the Chief Executive Officer secures the firm's reputation as a leader in comprehensive wealth management and sustainable financial success.
Gun Keresteci - Chief Financial Officer
Gun Keresteci, the Chief Financial Officer at Mercer Advisors, manages the fiscal health and capital allocation strategies of the firm. The Chief Financial Officer oversees financial reporting, budgeting, and long-term economic planning to support the firm's national wealth management operations. Keresteci ensures that the organization maintains the financial stability required to provide consistent, high-quality investment and estate planning services. By analyzing market trends and internal performance, the Chief Financial Officer drives profitability and resource optimization. Gun Keresteci collaborates with the executive team to evaluate potential acquisitions and growth opportunities that align with the firm's fiduciary values. This leadership role involves maintaining rigorous compliance standards and financial transparency. Through the management of corporate assets, the Chief Financial Officer supports the firm's ability to deliver personalized financial guidance to families, ensuring that the business remains a robust and reliable partner for long-term wealth stewardship.
Edward Estrin - Vice President Chief Financial Officer
Edward Estrin, the Vice President Chief Financial Officer at Mercer Advisors, manages the operational accounting and financial controls for the firm. The Vice President Chief Financial Officer oversees the day-to-day fiscal operations that support the firm's integrated wealth management services. Estrin monitors cash flow and expense management to ensure the firm maintains the resources necessary for high-level financial planning and estate services. By implementing robust financial systems, the Vice President Chief Financial Officer improves the accuracy of reporting and supports the firm's national growth objectives. Edward Estrin works closely with the finance department to ensure that all fiscal activities align with the firm's fiduciary standards. This role involves managing the financial infrastructure that allows the firm to provide personalized guidance to families. Through diligent oversight of the firm's financial health, the Vice President Chief Financial Officer contributes to the stability and long-term success of the organization's wealth management mission.
Chloe Schachter - President's Chief of Staff and Senior Director, Firm Partnership
Chloe Schachter, the President's Chief of Staff and Senior Director, Firm Partnership at Mercer Advisors, manages the strategic alignment of internal partnerships and executive priorities. The President's Chief of Staff and Senior Director, Firm Partnership coordinates initiatives that integrate financial planning and investment management across the firm's national footprint. Schachter drives the development of collaborative frameworks that allow different service teams to work as a single, unified unit. By overseeing partnership programs, the President's Chief of Staff and Senior Director, Firm Partnership ensures that the firm's integrated approach remains consistent and effective. Chloe Schachter facilitates communication between the President and key stakeholders to advance the firm's mission of simplifying financial lives. This role involves identifying opportunities for operational synergy and strengthening the relationships that underpin the firm's fiduciary model. Through dedicated leadership, the President's Chief of Staff and Senior Director, Firm Partnership supports the firm's growth and commitment to client-centered values.
Alexander Kimura - President
Alexander Kimura, the President at Mercer Advisors, leads the execution of the firm's business strategy and oversees the daily management of its national wealth management operations. The President coordinates the efforts of various departments to ensure that financial planning, investment management, and tax strategy are delivered as a cohesive service. Kimura drives the firm's expansion efforts, ensuring that the integrated approach reaches families across the country. By monitoring performance and market impact, the President ensures that the firm maintains its fiduciary standards and commitment to personalized guidance. Alexander Kimura collaborates with the executive team to refine the firm's service model and adapt to changing market conditions. This role involves managing key relationships and ensuring that the firm's long-term stewardship goals are met. Through active leadership, the President supports the firm's mission of simplifying financial lives and delivering consistent value to every client.
Don Miller - Chief Technology Officer
Don Miller, the Chief Technology Officer at Mercer Advisors, architects the digital infrastructure necessary to support complex wealth management operations. The Chief Technology Officer drives the development of secure platforms that integrate financial planning, estate planning, and insurance data for a seamless client experience. Miller manages the technological roadmap to ensure the firm remains at the forefront of digital innovation within the investment sector. By overseeing cybersecurity protocols and data analytics, the Chief Technology Officer protects sensitive client information while enabling efficient service delivery across national markets. Don Miller collaborates with other C-suite leaders to align technical capabilities with the firm's broader mission of simplifying financial lives. This role involves scaling digital tools to accommodate firm growth and enhancing the accessibility of investment management services. Through continuous optimization of internal systems, the Chief Technology Officer maintains the operational agility required for modern fiduciary excellence.
Josh Cogan - Chief of Staff
Josh Cogan, the Chief of Staff at Mercer Advisors, manages the execution of strategic initiatives across the executive leadership team. The Chief of Staff facilitates communication between departments to ensure the firm's integrated approach to wealth management remains consistent. Cogan coordinates high-priority projects that support the firm's mission of strengthening financial lives through coordinated planning and tax strategy. By streamlining internal processes, the Chief of Staff improves organizational efficiency and supports the firm's national expansion efforts. Josh Cogan monitors the progress of key business objectives, providing the necessary oversight to keep leadership aligned with long-term goals. This role involves managing complex workflows that bridge the gap between investment management and client service teams. Through rigorous project management and cross-functional collaboration, the Chief of Staff ensures that the firm maintains its focus on personalized guidance and fiduciary responsibility in every client interaction.
Gary Foodim - Chief Marketing Officer & Shareholder
Gary Foodim, the Chief Marketing Officer & Shareholder at Mercer Advisors, directs the brand strategy and market positioning for the firm. The Chief Marketing Officer & Shareholder oversees the communication of the firm's integrated wealth management value proposition to families across the country. Foodim manages marketing campaigns that highlight the benefits of combining financial planning, tax strategy, and investment management under one roof. By analyzing market data, the Chief Marketing Officer & Shareholder identifies growth opportunities and refines the firm's outreach to potential clients. Gary Foodim collaborates with the executive team to ensure that all brand messaging reflects the firm's fiduciary commitment and personalized guidance. This role involves managing the firm's reputation and expanding its presence in key regional markets. Through strategic brand development, the Chief Marketing Officer & Shareholder drives client acquisition and reinforces the firm's position as a trusted partner in long-term financial stewardship.
Loren Pierson - Chief Operations Officer
Loren Pierson, the Chief Operations Officer at Mercer Advisors, directs the internal processes and service delivery models that define the firm's national operations. The Chief Operations Officer oversees the coordination of financial planning, investment management, and tax strategy teams to ensure a seamless client experience. Pierson manages the operational workflows that allow the firm to scale its integrated approach across diverse regional markets. By optimizing service delivery, the Chief Operations Officer improves efficiency and ensures that every client receives consistent, high-quality guidance. Loren Pierson collaborates with other executives to implement operational improvements that support the firm's fiduciary mission. This role involves managing the logistics of firm-wide initiatives and ensuring that all departments operate in alignment with the firm's core values. Through the continuous refinement of operational standards, the Chief Operations Officer strengthens the firm's ability to simplify financial lives and achieve long-term client goals.
Elizabeth Hioe - Chief People Officer
Elizabeth Hioe, the Chief People Officer at Mercer Advisors, manages the human capital strategy and organizational culture for the firm. The Chief People Officer oversees talent acquisition, professional development, and employee engagement to ensure the firm attracts and retains the best experts in wealth management. Hioe drives initiatives that foster a collaborative environment, enabling teams to provide integrated financial planning and estate services effectively. By developing training programs, the Chief People Officer ensures that all staff members understand the firm's fiduciary commitment and personalized approach to client care. Elizabeth Hioe collaborates with the executive team to align workforce capabilities with the firm's national growth strategy. This role involves managing performance management systems and promoting a culture of excellence and integrity. Through the strategic management of the firm's people, the Chief People Officer supports the organization's mission of providing superior financial guidance and long-term stewardship to families.
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Frequently Asked Questions Regarding Mercer Advisors Top Executives and Leadership Team
