Mercer International's New Leadership in Investment Management at Withum Wealth Management

Mercer International Welcomes New Leadership in Investment Management

Pinnacle Associates, Ltd. recently announces the appointment of Henry Mercer as Chief Investment Officer of Withum Wealth Management, a company co-founded by Pinnacle to deliver tailored investment solutions and comprehensive financial guidance. Mercer brings a wealth of experience to the role, boasting over 45 years in investment management. His career trajectory includes founding Mercer Capital Advisers, Inc. in 1999, where he served as President until his brief retirement in 2022. Although retired, Mercer remains engaged in the financial markets as a private investor, demonstrating his ongoing commitment to the industry.

Mercer’s extensive background in investment management is marked by his early career start in 1979 at Tucker, Anthony, and R.L. Day, followed by his tenure as President and Founding Partner of Mercer, Bokert, Buckman & Reid, Inc. There, he successfully oversaw its registered investment advisory division. His academic involvement with Monmouth University further underscores his dedication to the field; since 2011, he has served on its Board of Trustees, even holding the title of Chairman from 2014 to 2017. His contributions have been recognized with an honorary doctorate from the university in 2017 and the title of Trustee Emeritus, reflecting his commitment to both education and investment management.

Scott Brown, President of Pinnacle Associates, expresses confidence in Mercer’s leadership, highlighting that his strategic thinking and dedication to client value align with the firm’s objectives. Mercer himself conveys enthusiasm for joining Withum Wealth Management, praising the firm’s growth trajectory and his enduring friendship with Withum Principal Jim Ferrare. This new leadership appointment signals a promising direction for Withum Wealth Management as it continues to cater to high-net-worth clients and institutional investors.

In addition to this leadership change, Pinnacle Associates celebrates its 40th anniversary this year, marking four decades of service in the investment advisory sector. The firm has built a reputation for providing exceptional financial solutions to high-net-worth individuals, families, and institutional clients, which is further bolstered by the expertise Mercer brings to his new role. As the investment landscape continues to evolve, Withum Wealth Management, under Mercer’s guidance, aims to remain a key player in delivering personalized financial strategies.

Pinnacle Associates’ emphasis on growth and innovation positions the firm well for the future, particularly with Mercer's seasoned leadership. His appointment not only enhances Withum Wealth Management's capabilities but also reinforces the firm’s commitment to fostering long-term relationships with clients.