Mercer Global Advisors Names Head of Client Development

Mercer Global Advisors has recruited industry veteran and former LPL executive Alisa Maute as an executive managing director and head of client development, leading a team of more than 100.

In this newly-created role, Maute will be handling the coaching of client development professionals, as well as evolving the firm’s go-to market channels and working with market leadership teams to develop growth strategies specific to their geography. Maute has extensive experience in wealth management, specializing in creating strategies for organic growth, according to her LinkedIn profile. She previously held leadership positions in investment management and advisor growth solutions during her three-year stint at LPL. Prior to that, she was with WisdomTree Asset Management for 13 years and before that Van Kampen for six years. She started her career as a marketing associate at Morgan Stanley in 2000.

Mercer continues to expand its nationwide advisory network with the recent acquisitions of $600M Financial Partners Group of Tennessee earlier this month and $110M Frango Financial of Washington, DC, in December 2024.

Written By: Dakota

The Database For Cold Outreach to Reach Institutional and RIA Investors

Book A Demo

Mercer Global Advisors Names Head of Client Development

Subscribe

Related Content

Mercer Global Advisors Buys Financial Partners Group

LPL Recruits T. Rowe Price Vet to Lead Investment Strategies

Mercer Global Buys $110M RIA Frango Financial

The Database For Cold Outreach to Reach Institutional and RIA Investors

Address

Products & Services

Resources

Events

Company