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January 16, 2020 at 11:34 AM
RIA Mercer Advisors has tapped Martine Lellis as its chief talent & business solutions officer. In this new role, the CFP and CPA will report to Mercer CEO Dave Welling.
Lellis, previously was COO for RIA Sullivan Bruyette, Speros and Blayney. She spent the past 18 years with the firm.
“Martine is one of the industry’s most respected leaders with first-hand experience in what it takes to build and run a wealth management firm that delivers a family office experience to its clients,” according to Welling
Mercer Advisors now has five senior female leaders on its senior management team, all of whom moved into the firm’s executive ranks over the past two years: Karen Lee, Chief Marketing and Strategy Officer, recently promoted to Managing Director; Laura Combs, Managing Director for the central U.S.; Kara Duckworth, Managing Director of Client Experience; and Samantha Elder, Director of Human Resources.
Close to half of Mercer Advisors’ client advising teams are made up of women, it says. The firm launched its InvestHERs women’s initiative in 2018.
“Having a diverse leadership team will be critical to success in the future of wealth management, particularly as demographics change and more and more women will be in charge of their family’s financial decisions,” said Welling, in a statement.
Mercer Advisors is the parent firm for RIA Mercer Global Advisors, majority owned by Oak Hill Capital and Genstar Capital. It has some $18 billion in client assets, 400 employees and 50 offices.
