Tag : Mercer Advisors

Mercer Advisors Appoints Jimmy Zhao as Chief Corporate Development Officer
Finance Investment Services News

Mercer Advisors Appoints Jimmy Zhao as Chief Corporate Development Officer

Business Wire
Former McKinsey partner brings deep wealth management and M&A expertise to accelerate firm’s next phase of expansion Mercer Global Advisors, Inc. (“Mercer Advisors”), a national Registered Investment Adviser (“RIA”), announced the appointment of Jimmy Zhao as Chief Corporate Development Officer. Zhao joins Mercer Advisors to lead corporate development efforts and strategic partnerships......
Mercer Advisors Announces Expansion of Strategic Investor Group With Equity Investment From Altas Partners
Investment Services News

Mercer Advisors Announces Expansion of Strategic Investor Group With Equity Investment From Altas Partners

PR Newswire
Broad-based investor group shares a commitment to provide the highest standard of financial care to clients and continue to invest in the Mercer Advisors platform Mercer Advisors, a national Registered Investment Adviser (RIA) with Assets Under Management (AUM) of approximately $48 billion as of April 30th, 2023, announced that it is expanding......
Mercer Advisors Acquires Vintage Financial Services
Finance News

Mercer Advisors Acquires Vintage Financial Services

Fintech News Desk
Mercer Global Advisors, Inc., a national Registered Investment Adviser (RIA), announced the acquisition of Vintage Financial Services, LLC (hereinafter “Vintage”). Vintage is a comprehensive wealth management firm located in Ann Arbor Michigan focusing on serving the financial needs of its clients. Frank Moore (“Frank”), MS, CFP® founded Vintage in 1985 and together with......
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