Mercer Advisors appointed industry veteran Alisa Maute to the newly created role of Executive Managing Director, Head of Client Development, the RIA said Thursday.
In her new role, Maute will lead and expand Mercer’s client development team of over 100 team members, which has doubled in size over the last two years. She will be responsible for coaching and developing the team, evolving each of the firm’s go-to-market channels and working with market leadership teams to develop growth strategies for their geographies, the company said.
Maute joins Mercer from LPL Financial, where she was an Executive Vice President and worked with hundreds of advisory firms, partnering with firms to drive their organic expansion.
Before LPL, Maute spent over a decade 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.
“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,” according to Daniel Gourvitch, President of Mercer. “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,” he said.
“Our CEO Dave [Welling] and I are extraordinarily proud of what this team has accomplished over the last several years,” according to Gourvitch. “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,” Gourvitch added.
“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,” she said.
Maute is Mercer’s third key hire in the past twelve months. In September, the firm appointed Elizabeth Hioe as Chief People Officer, responsible for aligning talent strategy and human resources programs with the company's strategy. Last February, the firm appointed Gün Keresteci as its Chief Financial Officer.
Jeff Berman, Contributing Editor and Reporter at Wealth Solutions Report, can be reached at jeff.berman@wealthsolutionsreport.com.
