Mercer Advisors Welcomes Alisa Maute as Client Development Leader
Introduction of Alisa Maute at Mercer Advisors
Mercer Advisors is excited to announce the significant appointment of Alisa Maute to the position of executive managing director, head of client development. This new role was created with the intention of leading and expanding the firm’s client development team, which has recently experienced substantial growth, doubling in size in the past two years.
Enhancing Client Relationships
The client development team at Mercer Advisors plays a crucial role in allowing advisors to focus on existing clients. The team's primary responsibility is to identify potential clients and match them with the right advisor who can address the unique complexities of their financial circumstances. Alisa will guide the evolution of this team, working on growth strategies tailored to specific markets.
Alisa Maute's Vision for Client Development
In her new position, Maute is determined to strengthen the firm’s client-centric approach, which emphasizes nurturing long-lasting relationships. “We believe that investing in dedicated client development teams in every one of our markets is essential to fulfilling our fiduciary promise to clients,” Maute states. Her expertise in this area will help expand the firm’s capabilities and outreach.
Background and Experience
Before joining Mercer Advisors, Maute held a prominent role as executive vice president at LPL Financial, where she collaborated with numerous advisory firms nationwide. Her work was focused on driving growth and improving client services across the financial landscape. Maute's previous experience also includes key positions at WisdomTree Asset Management, where she contributed to strategic partnerships and distribution operations.
Focused on Delivery Excellence
Maute is enthusiastic about her new journey, stating, “Mercer Advisors offers exceptional family office services that stand out in the industry. I am eager to collaborate with an already impressive leadership team dedicated to serving families’ needs.” Her appointment aligns perfectly with Mercer Advisors' ongoing mission to support families with their financial plans, confident that her leadership will enhance the firm’s impact.
Recent Developments at Mercer Advisors
The addition of Maute marks the third significant hire at Mercer Advisors in a year. Earlier hires included Elizabeth Hioe as chief people officer and Gün Keresteci as chief financial officer. These strategic appointments are part of Mercer Advisors' commitment to enhancing its team and services, ensuring that they can provide exceptional support to clients.
Commitment to Unified Client Services
Mercer Advisors believes in a partnership model where professionals work collaboratively to deliver better outcomes for clients. “Our expansion aims to unify our strengths and enhance our service offerings,” explained President Daniel Gourvitch. The firm is committed to excellence as it grows and remains dedicated to client-first principles through the new leadership of Maute.
About Mercer Advisors
Mercer Advisors is recognized as the number one Registered Investment Advisor firm in the nation, based on Barron's 2024 rankings. Founded in 1985, the firm has built a reputation for helping families achieve their financial goals. With over 1,120 employees and a network of more than 110 locations, Mercer Advisors manages approximately $69 billion in client assets. The firm specializes in comprehensive financial planning, estate services, and trust administration, emphasizing a fee-based structure that aligns with clients' interests.
Frequently Asked Questions
What is the significance of Alisa Maute's appointment?
Alisa Maute's role as head of client development signifies an enhanced focus on client services and growth at Mercer Advisors.
What background does Alisa Maute bring to Mercer Advisors?
Maute has extensive experience in the financial advisory sector, holding key roles at LPL Financial and WisdomTree Asset Management.
How does Mercer Advisors support its advisors?
Mercer Advisors provides dedicated client development teams that allow advisors to concentrate on serving existing clients while identifying potential new ones.
What are recent changes at Mercer Advisors?
In addition to Maute’s hiring, the firm appointed Elizabeth Hioe and Gün Keresteci in other key leadership positions, reinforcing its management team.
What services does Mercer Advisors offer?
Mercer Advisors specializes in comprehensive financial planning, estate and tax planning, insurance solutions, and trust administration services.
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