Financial industry executive Daniel Gourvitch has joined Mercer Advisors in a newly created position as president, Mercer Advisors announced today.
Gourvitch was head of platform within the Aladdin Business at BlackRock and is also a former partner at McKinsey & Company, a management consulting company, and a managing director at Goldman Sachs. He is expected to lead continued development of the Mercer Advisors platform.
In his role as president, Gourvitch said in an interview he wants to help Mercer Advisors “continue to build a platform that helps our advisors spend as much of their time as possible serving clients. We want to bring together our teams in a highly integrated way and bring as many capabilities as possible to clients.
“In many ways my joining Mercer Advisors will mean I can help build on the vision the firm already has,” he added. “We want to attract advisors to the firm who share our commitment to positively impact clients, and giving them the best possible platform with which to do that. It is not about changing direction, but more about doubling down on the approach the firm is already delivering. I have a tremendous amount of respect and gratitude for the people who built this firm over the last 30 plus years.”
Gourvitch added that he grew up around the wealth management industry and his first reaction when he met advisors from Mercer Advisors was that he wanted to be a client of the firm. Gourvitch said that Mercer Advisors’ comprehensive offering provided a unique opportunity to have a single firm handle all of his family’s needs.
Dave Welling, CEO of Mercer Advisors, said in an email that "Daniel’s role as president is to lead the evolution of Mercer Advisors’ industry-leading platform that powers the advisor and client experience. We already stand out with a unified and integrated client experience spanning financial planning, investments, tax, estate planning, insurance, and financing healthcare needs. The vision is to continue to pioneer the path to serve clients from the mass affluent to the ultra-high-net-worth with tailored offerings that blend humans and technology to meet their unique needs."
Gourvitch previously served as a member of the Consumer Division Operating Committee at Goldman Sachs and at McKinsey he focused on building and scaling the wealth management businesses and he co-led the wealth management practice in the Americas.
“Dave and his team have built a truly independent, fiduciary firm, with the ability to bring together investments, estate, tax, insurance, and trust all in one place and genuinely connect the dots for clients,” Gourvitch said.
Mercer Advisors has more than 800 employees and plans to continue to grow, Gourvitch said.
The firm also announced the addition of Jessica Caruso and Joseph Young to the Mercer Advisors’ senior leadership team. Both Caruso and Young are senior directors and senior wealth advisors who have distinguished themselves as significant organic growth drivers, Mercer said.