Greater Boston
I serve as Chief Corporate Development Officer at Mercer Advisors —a firm I’ve long admired for its unwavering focus on putting clients first and delivering truly integrated wealth management at scale. I am focused on building enduring partnerships, supporting our advisory teams, and helping Mercer remain the partner of choice for clients and fiduciary professionals. Previously, I led McKinsey’s North American Retirement Practice and advised on more than 50 M&A transactions, including landmark acquisitions across wealth management and wealth technology.
Head of North American Retirement Practice