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INDIVIDUAL RIA FIRM LEADERS Chief Technology Officer of the Year
MERCER ADVISORS
Christine Cataldo
Christine Cataldo is the Mercer Advisors’ first Chief Technology and Digital Officer. She has over 25 years of experience in the financial services industry. As Mercer Advisors CTDO Ms. Cataldo leads a 35-person technology team that is responsible for the day-to-day technology operations, digital security, and product management. Ms. Cataldo is responsible for the overall technology vision and roadmap for the firm. In addition, she leads the Investment
Operations team that is responsible for supporting the wealth management team and clients through account maintenance and trade execution.
Mercer Advisors exists so that our clients don’t have to worry about money. We call this Economic Freedom. For more than 35 years, we’ve worked to help clients simplify the complexity of their money and, most importantly, to figure out what it’s all for. Because money without purpose is just paper, we ask the important questions to help clients achieve moments of clarity. We connect the dots of our clients’ financial lives by providing an integrated and unified standard of care by having wealth advisors, investment strategists, CERTIFIED FINANCIAL PLANNER™ Professionals, Certified Public Accountants, estate planning strategists, and trust specialists all under one roof. Our advisors are 100% focused on serving clients, while our sales team focuses on business development. Specialist teams focus on operational tasks. Our unified and integrated business model has successfully grown client assets from $5.8bn AUM in 2015 to $47bn as of February 28, 2023. AUM data refers to client assets managed by both Mercer Global Advisors Inc. and Regis Management Company. Regis Management Company is a tradename used by Regis Acquisition, Inc. Mercer Global Advisors Inc. and Regis Acquisition, Inc. are affiliated SEC registered investment advisers and deliver investment advisory and family office related services. Mercer Global Advisors Inc. and Regis Acquisition, Inc., are subsidiaries of Mercer Advisors Inc., a parent company not involved with investment services.
www.merceradvisors.com
121 WealthManagement.com
*NOTE: Company descriptions are effective as of the date of nomination submission (February – May 2023). For updated facts and figures since that timeframe, please contact the nominated company.
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