Mercer Advisors Appoints New Principal of M&A

“We recognize that owners of RIA firms have many options and care deeply about the impact on their clients, employees and themselves,” said Dave Welling, CEO of Mercer Advisors. “Our C-suite approach to the leadership on our M&A partner development team is grounded in connecting the principals of firms considering selling their businesses with executives who have built, run and guided the evolution of an RIA themselves.”

“M&A is one of the indispensable ways that we build the organization’s talent, experience and capabilities,” Lellis said. “As an integrator, not an aggregator, we seek to leverage all the talent of partnering firms. Talent mapping, career pathing and compensation are critical to both the decision-making process and integration success.”

Lellis has a nearly two-decade career in the independent wealth management space, having begun her wealth management career at Sullivan, Bruyette, Speros & Blayney in 2002. There, she progressed to become the chief operating officer before moving to Mercer.

Pictured: Martine Lellis