Mercer International Appoints Alisa Maute to Enhance Client Development Strategy

Mercer Advisors Strengthens Client Development Strategy with New Executive Appointment

Mercer Global Advisors, Inc. (Mercer Advisors) announces the appointment of Alisa Maute, CIMA®, CAIA℠, as executive managing director and head of client development, reflecting the firm’s commitment to enhancing client services. This newly created position is crucial as the client development team has expanded to over 100 professionals in the past two years, significantly contributing to the firm’s record organic growth. The client development team plays a vital role in allowing advisors to concentrate on existing clients while effectively identifying and matching prospective clients with advisors who can best address their financial needs.

In her new role, Maute will oversee coaching and guiding the client development staff, while also refining Mercer Advisors' go-to-market strategies. This strategic focus aims to tailor growth plans across various regions, ensuring that the firm can meet diverse client needs. Daniel Gourvitch, President of Mercer Advisors, underscores the firm's dedication to investing in their client development teams, which aligns with their fiduciary commitment to clients. This investment enables advisors to excel in their roles, ultimately benefiting client relationships and outcomes.

Maute comes to Mercer Advisors with significant experience, having previously served as executive vice president at LPL Financial, where she led initiatives focused on advisor growth. Her 20 years of experience in the independent advisory sector, particularly her 14-year tenure at WisdomTree Asset Management, equips her with the insights needed to enhance Mercer Advisors' already robust offerings. Maute expresses appreciation for Mercer Advisors’ distinctive family office services and its commitment to building lasting client relationships, making her new position an exciting opportunity to impact families' financial well-being across the nation.

Mercer Advisors’ strategic expansion of its client development team reflects a broader industry trend that prioritizes personalized client services and relationship-building. As the firm continues to grow, Maute's leadership is expected to further enhance its collaborative and client-focused approach.

Overall, Mercer Advisors is positioning itself to reinforce its market presence while positively impacting the financial lives of families, making significant strides in the wealth management industry.