MERCER INVESTMENTS LLC of BOSTON, MA is an SEC-registered investment adviser (CRD 133449). Regulatory assets under management: $226.0B. This firm reports disciplinary history on Form ADV.
Compensation: % of AUM, Hourly, Fixed, Performance, Other.
Clients served: High net worth, Pooled vehicles, Pensions, Charities, Corporations, Investment cos, Other.
Showing 25 of 64 people.
| Name | Role | Location |
|---|---|---|
| Joseph Scott | CHIEF OPERATING OFFICER; DIRECTOR | Brillion, WI |
| Ferdinand Gerhard Jahnel | TREASURER | — |
| Stephen Michael Gouthro | DIRECTOR | — |
| Caroline Locke Harrington Hulme | SECRETARY & SENIOR COUNSEL | — |
| Tammy Yoo Choe | CHIEF COMPLIANCE OFFICER | — |
| Marc David Cordover | PRESIDENT & DIRECTOR | — |
| Brandi Lyn Wust | CHIEF CLIENT OFFICER | — |
| Susan Alice Potter | DIRECTOR | — |
| Anne Marie Schultz | CHIEF COMMERCIAL OFFICER | — |
| Jon Daniel Gezotis | CHIEF OPERATING OFFICER | — |
| Olaolu Olayinka Aganga | CHIEF INVESTMENT OFFICER | — |
| BROWN ANTHONY WAYNE | VICE PRESIDENT | — |
| GILBERT MARK JAMES | CHIEF COMPLIANCE OFFICER | — |
| GOLDENBERG DAVID MARK | ASSISTANT SECRETARY; CHIEF COUNSEL, SECRETARY; SECRETARY (+1 more) | — |
| NUZUM RICHARD LANGDON | DIRECTOR; DIRECTOR & PRESIDENT; PRESIDENT & DIRECTOR | — |
| WOLIN MARTIN JOEL | CHIEF COMPLIANCE OFFICER | — |
| PERCELLA DANIEL L | TREASURER | — |
| PHELAN LISA DONOGHUE | CHIEF COMPLIANCE OFFICER | — |
| VENKATARAMAN RAVI BHAVANI | DIRECTOR; DIRECTOR & CHIEF INVESTMENT OFFICER; DIRECTOR & VICE PRESIDENT (+1 more) | — |
| O'NEILL DIANE MARIE | DIRECTOR | — |
| DE CRISTO PHILLIP J | DIRECTOR; PRESIDENT & DIRECTOR | — |
| LISZEWSKI STEVEN GARY | DIRECTOR & TREASURER | — |
| LAROSE DENIS ALBERT | CHIEF INVESTMENT OFFICER | — |
| CROTTY KENNETH BRIAN | PRESIDENT; VICE PRESIDENT | — |
| LAROCHELLE MARCEL | DIRECTOR | — |
| Initiated | Type | Allegations | Status | Amount |
|---|---|---|---|---|
| 2020-07-21 | civil | PLAINTIFFS ALLEGE BREACH OF FIDUCIARY DUTY BY DEFENDANTS IN CONNECTION WITH THE INVESTMENT OF KENTUCKY RETIREMENT SYSTEM PENSION ASSETS IN CERTAIN HEDGE FUND INVESTMENTS. | Pending | — |