MERCER GLOBAL ADVISORS INC. of DENVER, CO is an SEC-registered investment adviser (CRD 147363). Regulatory assets under management: $84.4B. This firm reports disciplinary history on Form ADV.
Compensation: % of AUM, Hourly, Fixed, Other.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Corporations, Other.
Showing 25 of 55 people.
| Name | Role | Location |
|---|---|---|
| Charles David Welling | CHIEF EXECUTIVE OFFICER | Denver, CO |
| Donald Andrew Calcagni | CHIEF INVESTMENT OFFICER | Denver, CO |
| Kimberly Lynn Lorenz | CHIEF COMPLIANCE OFFICER | — |
| Christine Adele Cataldo | CHIEF TECHNOLOGY OFFICER | — |
| Mathew Ryan Encino | GENERAL COUNSEL | — |
| Gary Ian Foodim | CHIEF MARKETING OFFICER | — |
| Daniel Alexander Gourvitch | PRESIDENT | — |
| Gun Hasan Keresteci | CHIEF FINANCIAL OFFICER | — |
| Elizabeth Schwartz Hioe | CHIEF PEOPLE OFFICER | — |
| Loren Michael Pierson | CHIEF OPERATING OFFICER | — |
| Martine Elizabeth Lellis | PRINCIPAL, M&A PARTNER DEVELOPMENT | — |
| UJANO RALPH | CHIEF LEARNING OFFICER; CIO AND SENIOR VICE PRESIDENT, WEALTH MANAGEMENT; DIVISION DIRECTOR - MGA INC. (+2 more) | — |
| DONGIEUX GENE LEWIS | CHIEF INVESTMENT OFFICER; CHIEF INVESTMENT OFFICER AND DIRECTOR; DIRECTOR (+1 more) | — |
| ROCHESTIE HOWARD MAURY | DIRECTOR; EXECUTIVE VICE PRESIDENT | — |
| ATWATER DEBORAH JANE | CFO; CFO AND TREASURER; CHIEF ACCOUNTING OFFICER (+2 more) | — |
| BARTON DAVID HURLESS | CHIEF EXECUTIVE OFFICER; CHIEF EXECUTIVE OFFICER AND DIRECTOR; DIRECTOR AND CEO (+5 more) | — |
| MANJI IMTIAZ | DIRECTOR; MANAGER | — |
| LOVELL JEFFREY DALE | DIRECTOR; OWNER | — |
| MINNICK JAMES EDWARD | OWNER | — |
| ROGERS COURTNEY EDWARD | CHIEF COMPLIANCE OFFICER; COMPLIANCE ATTORNEY | — |
| NEWCOM JENNINGS JAY | DIRECTOR | — |
| KANG DANNY ALLAN | DIRECTOR | — |
| ORNDORFF CHRISTOPHER NEIL | DIRECTOR | — |
| KVANCZ SCOTT | GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER | — |
| HENRY ROBERT MICHAEL | CHIEF FINANCIAL OFFICER | — |
| Initiated | Type | Allegations | Status | Amount |
|---|---|---|---|---|
| 2025-12-16 | regulatory | THE FIRM EMPLOYED AN INVESTMENT ADVISOR REPRESENTATIVE WITH A PLACE OF BUSINESS IN VIRGINIA WHO WAS NOT REGISTERED WITH THE DIVISION IN VIOLATION OF ? 13.1-504 C (II) OF THE ACT. | Final | $3K |