Mercer Global Advisors, Inc. (“Mercer Advisors”), a national Registered Investment Adviser (RIA), today announced the appointment of Lindsay O’Toole as Senior Vice President, Investment Platform Operations. In this role, O’Toole is responsible for leading 90+ dedicated professionals who support advisory teams in delivering customized, institutional-grade investing programs for each of the firm’s more than 39,900+ families. She is charged with working closely with Mercer Advisors’ Investment Committee, and Chief Investment Officer Don Calcagni, to continue to evolve the investment platform—and streamline day-to-day investing experiences for clients and advisory teams.
O’Toole joins Mercer Advisors after spending more than 17 years at LPL Financial (“LPL”), where she most recently served as senior vice president of trading. In this capacity, she led trading and trading operations for its 30,000 advisors and was part of a team that contributed to exponential growth of the firm’s advisory platforms. O’Toole was also instrumental in layering technology and process redesign to ensure best trade execution, supporting the addition and launch of new investment solutions. Prior to LPL, O’Toole was in trading operations at Merrill Lynch for several years.
“One of the central promises of our firm is institutional-grade investing for each client’s personalized portfolio, anchored in their unique financial plan. Our investing platform is built to bridge the highly bespoke needs of each client family—with the institutional scale and capabilities of a $90B+ investing platform.” said Daniel Gourvitch, President at Mercer Advisors. “Lindsay brings a rare combination of experience scaling investment capabilities and a deeply collaborative leadership style. She has a proven ability to work shoulder to shoulder with advisors to strengthen high-performing teams united by a shared commitment to exceptional client outcomes. Her passion for supporting advisors—and her track record of fostering cultures rooted in trust, care, and excellence—make her a dynamic addition to Mercer Advisors and the families we serve.”
“My career to date has been defined by a passion for ensuring client outcomes surpass expectations, and that’s what excites me most about joining a firm like Mercer Advisors. It has people, platform, and processes that I believe are nothing short of world-class,” said O’Toole. “Our industry talks about delivering sophistication at scale, but to see it in action—and now be part of making family office services and institutional investing accessible to every client—is incredibly compelling to me. I’m especially looking forward to continuing to elevate efficiency across teams and upgrading systems and workflows so our advisors can spend more time focused on the complex needs of the families they serve.”
As part of its commitment to institutional-grade investing, Mercer Advisors seeks to deliver to every family the same level of rigor, discipline, and execution as the world’s most sophisticated investors, which requires ongoing investment in people, technology, and operational best practices.
“A key element of our fiduciary commitment to clients is to ensure the absolute best execution possible of our Investment Committee’s decisions in a rapidly changing financial services landscape,” said CIO Calcagni. “That standard is only achievable when our trading and investment operations work with the technology that powers our platform—which helps ensure precision, transparency, and outcomes fully aligned with our fiduciary responsibility. Lindsay is a leader who understands that as markets evolve and client expectations rise, our team must relentlessly refine and improve their processes, elevate their service models, and embrace innovation.”
