Mercer Global Advisors, Inc. (“Mercer Advisors”), a national Registered Investment Adviser (RIA), today announced the hiring of Alisa Maute, CIMA®, CAIA℠, to the newly created role of executive managing director, head of client development. Maute joins Mercer Advisors to lead and expand its dedicated client development team, comprising more than 100 team members, which has doubled in size over the past two years and is powering record organic growth for the firm.
Mercer Advisors’ dedicated client development function allows advisors to devote their time and energy to serving their existing clients, instead of finding new ones. Client development professionals work to identify prospective clients and thoughtfully pair them with an advisor best suited to solve for the complexities of their financial lives. In her new role, Maute will be responsible for coaching and developing these client development professionals, evolving each of the firm’s go-to-market channels and working with market leadership teams to develop bespoke growth strategies for their geographies. Maute will continue to build on the firm’s client-focused, collaborative and highly consultative approach to client development, which prioritizes creating high-quality and long-lasting advisory relationships with families across the wealth spectrum.
“One of the things that truly sets Mercer Advisors apart is our commitment to investing in dedicated client development teams in every one of our markets. It is a big part of how we deliver on our fiduciary promise to clients, while creating the context for advisors to do their best work,” said Daniel Gourvitch, President at Mercer Advisors. “Our CEO Dave (Welling) and I are extraordinarily proud of what this team has accomplished over the last several years. Bringing on a leader of Alisa’s caliber strengthens this vision, affording us the opportunity to positively impact the financial lives of more families across the country.”
Maute joins Mercer Advisors from LPL Financial, where she was an executive vice president and worked with hundreds of leading advisory firms across the country. At LPL, Maute was head of advisor growth, partnering with firms across the country to drive their organic expansion. Most recently, she served as head of investment product management and retirement, overseeing the firm’s investing solutions. Prior to LPL, Maute spent 14 years at WisdomTree Asset Management in various roles. She served on the firm’s operating committee and held key positions, including head of strategic partnerships and head of U.S. distribution.
“Over the past two decades, I’ve had the privilege of working with hundreds of the nation’s top independent advisory firms, large and small. And even among that group, Mercer Advisors clearly stood out to me,” said Maute. “Being able to deliver this level of family office services for clients across the country, including for some of the most sophisticated and demanding clients, is distinct and compelling. I am thrilled to join this incredible leadership team to uphold that commitment to the families that have entrusted us with their livelihoods–and to help thousands more find their way to Mercer Advisors.”
The appointment of Maute is Mercer Advisors’ third key hire in the past twelve months. In September, the firm appointed Elizabeth Hioe as its chief people officer, responsible for aligning talent strategy and human resources programs with the company’s strategy. And last February, the firm appointed Gün Keresteci as its chief financial officer.
“Mercer Advisors is a partnership of professionals who have decided to work together because we believe that we can deliver better outcomes to clients by working as a unified team,” added Welling. “Alisa is an extraordinary leader who shares our client-first approach and brings a depth of expertise in leading and building client development teams. We are committed to getting better as we get bigger, and Alisa’s leadership will undoubtedly be instrumental in enhancing our ability to serve more families with excellence.”
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