Mercer Advisors Executive and Leadership Team

Gun Keresteci, the Chief Financial Officer at Mercer Advisors, directs the company's financial strategy and operations. This leadership role involves managing all fiscal activities, including financial planning, budgeting, and reporting, ensuring robust financial health and compliance across the organization. Keresteci oversees the allocation of capital and resources, driving initiatives that support sustainable growth and profitability. The Chief Financial Officer's responsibilities extend to risk management and the development of financial policies that align with Mercer Advisors' long-term objectives. By optimizing financial performance, Gun Keresteci ensures the firm's capacity to deliver integrated wealth management services effectively and maintain its fiduciary commitment to clients.

Edward Estrin, the Vice President Chief Financial Officer at Mercer Advisors, supports the financial operations and strategic planning of the firm. This role involves assisting in the management of financial resources, analyzing financial performance, and contributing to the development of fiscal policies. Estrin works closely with the Chief Financial Officer to ensure compliance with financial regulations and to optimize the allocation of capital for growth initiatives. The Vice President Chief Financial Officer's responsibilities include supporting budgeting processes and financial reporting, ensuring accuracy and transparency. By contributing to sound financial management, Edward Estrin reinforces Mercer Advisors' commitment to long-term stewardship and its ability to provide integrated wealth management services.

Chloe Schachter, the President's Chief of Staff and Senior Director, Firm Partnership at Mercer Advisors, manages critical strategic projects and fosters key firm partnerships. This dual role involves supporting the President's office with operational execution and driving initiatives related to firm growth and collaboration. Schachter oversees the development and strengthening of relationships with strategic partners, ensuring alignment with Mercer Advisors' integrated wealth management approach. The President's Chief of Staff and Senior Director, Firm Partnership also coordinates high-priority projects that enhance the firm's service delivery and market presence. By focusing on strategic alliances and operational excellence, Chloe Schachter directly supports the company's mission to simplify and strengthen client financial lives through coordinated expertise.

Daniel Gourvitch, the President at Mercer Advisors, provides executive leadership and strategic direction for the entire organization. This role involves overseeing all business units and driving the company's overarching mission to help families simplify and strengthen their financial lives. Gourvitch champions the firm's integrated approach, ensuring that financial planning, investment management, tax strategy, and estate planning are coordinated seamlessly. The President is instrumental in fostering a culture of long-term stewardship, personalized guidance, and unwavering fiduciary responsibility. By guiding strategic initiatives and operational excellence, Daniel Gourvitch ensures Mercer Advisors remains a leading national wealth management firm committed to client goals and values.

Robert Aldrich, the President, North America at Mercer Advisors, leads the company's strategic growth and operational execution across the North American market. This executive directs regional business development, client acquisition, and service delivery, ensuring alignment with the firm's integrated wealth management philosophy. Aldrich oversees the expansion of Mercer Advisors' presence, driving initiatives that enhance market penetration and client satisfaction throughout the region. The President, North America is responsible for optimizing the coordination of financial planning, investment management, and estate planning services to meet the diverse needs of clients. By focusing on regional leadership and operational excellence, Robert Aldrich strengthens Mercer Advisors' commitment to personalized guidance and fiduciary responsibility.

Donovan Miller, the Chief Technology Officer at Mercer Advisors, architects the firm's technology vision and infrastructure. This executive drives the development and implementation of innovative technological solutions that enhance client experience and operational efficiency. Miller oversees all aspects of the company's IT strategy, including cybersecurity, data management, and digital transformation initiatives. The Chief Technology Officer ensures that Mercer Advisors' technology platforms support the integrated approach to financial planning, investment management, and client service. By leveraging cutting-edge technology, Donovan Miller strengthens the firm's competitive position and its ability to deliver personalized guidance, aligning technological advancements with the company's mission to simplify and strengthen client financial lives.

Josh Cogan, the Chief of Staff at Mercer Advisors, provides strategic support and operational oversight to executive leadership. This role involves coordinating key initiatives, managing cross-functional projects, and ensuring alignment across departments to advance the firm's strategic objectives. Cogan facilitates communication and collaboration among senior leaders, driving efficiency and effectiveness in decision-making processes. The Chief of Staff plays a critical part in translating the company's vision into actionable plans, supporting the integration of financial planning, investment management, and tax strategy. By streamlining operations and enhancing organizational effectiveness, Josh Cogan contributes directly to Mercer Advisors' mission of simplifying and strengthening client financial lives through coordinated team efforts.

Gary Foodim, the Chief Marketing Officer & Shareholder at Mercer Advisors, directs the company's brand strategy and market outreach. This executive leads all marketing initiatives, including digital campaigns, content development, and public relations, to enhance brand visibility and client acquisition. Foodim oversees the communication of Mercer Advisors' integrated approach to financial planning, investment management, and tax strategy, ensuring consistent messaging across all platforms. The Chief Marketing Officer & Shareholder plays a vital role in articulating the firm's value proposition and its commitment to acting as an independent fiduciary. By driving effective marketing strategies, Gary Foodim supports the company's growth and its mission to simplify and strengthen client financial lives.

Elizabeth Hioe, the Chief People Officer at Mercer Advisors, leads the company's human resources strategy and talent management. This executive oversees all aspects of employee experience, including recruitment, development, compensation, and benefits, fostering a culture that supports the firm's mission. Hioe is responsible for attracting and retaining top talent, ensuring that the team possesses the expertise needed for integrated financial planning, investment management, and estate planning. The Chief People Officer champions initiatives that promote employee engagement and professional growth, aligning human capital strategies with Mercer Advisors' commitment to personalized guidance and fiduciary responsibility. By cultivating a strong workforce, Elizabeth Hioe enhances the firm's capacity to deliver exceptional client service.

Loren Pierson, the Chief Operations Officer at Mercer Advisors, directs the firm's operational efficiency and service delivery. This executive oversees the day-to-day business operations, ensuring seamless execution of integrated financial planning, investment management, and tax strategy services. Pierson focuses on optimizing processes, enhancing productivity, and implementing best practices across all operational functions. The Chief Operations Officer plays a crucial role in scaling the business while maintaining the high standards of personalized guidance and fiduciary care that define Mercer Advisors. By streamlining operations and improving service delivery, Loren Pierson directly contributes to the company's ability to simplify and strengthen client financial lives through coordinated team efforts.