Mercer Advisors Hires First Client Dev Head

Mercer Advisors, a national registered investment adviser (RIA), has hired Alisa Maute to the newly created role of executive managing director, head of client development.

Maute joins Mercer Advisors to lead and expand its client development team, comprising more than 100 team members.

Maute joins Mercer Advisors from LPL Financial, where she was an executive vice president. At LPL, Maute was head of advisor growth, partnering with firms across the country to drive their organic expansion. Most recently, she served as head of investment product management and retirement, overseeing the firm’s investing solutions. Prior to LPL, Maute spent 14 years 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.

“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. I am thrilled to join this incredible leadership team to uphold that commitment to the families that have entrusted us with their livelihoods–and to help thousands more find their way to Mercer Advisors.”

The appointment of Maute is Mercer Advisors’ third hire in the past twelve months. In September, the firm appointed Elizabeth Hioe as its chief people officer, responsible for aligning talent strategy and human resources programs with the company’s strategy. And last February, the firm appointed Gün Keresteci as its chief financial officer.

“Mercer Advisors is a partnership of professionals who have decided to work together because we believe that we can deliver better outcomes to clients by working as a unified team,” added Welling. “Alisa is an extraordinary leader who shares our client-first approach and brings a depth of expertise in leading and building client development teams. We are committed to getting better as we get bigger, and Alisa’s leadership will undoubtedly be instrumental in enhancing our ability to serve more families with excellence.”