Seasoned wealth management leader joins $86 billion RIA to accelerate partner firm success and growth

Mercer Global Advisors, Inc. (“Mercer Advisors”), a national Registered Investment Adviser (RIA), today announced the appointment of Katelyn (Kate) Shackleton as Executive Managing Director, New Partner Success. Shackleton joins Mercer Advisors to lead the integration and accelerated growth of newly acquired partner firms, reinforcing the company’s commitment to investing in the success of its partners who join through acquisition amid a record year for its inorganic growth strategy. The company’s longstanding Partner Integration team, led by Rick Weyers, Vice President, Partner Integration, will report to Kate.

With more than a dozen partner firms joining in 2025—and more expected by year end—Mercer Advisors is reaffirming its role as the destination of choice for growth-minded advisors who seek to deliver fully integrated family office services, including a customized institutional-grade investment portfolio to every client. Shackleton brings deep industry expertise to guide the success of partner firms, with the goal of ensuring seamless integration and long-term value for their clients and teams.

“Kate brings a remarkable track record of driving strategic growth and fostering innovation in wealth management,” said Daniel Gourvitch, President of Mercer Advisors. “Mercer Advisors, at its core, is a partnership of 100+ firms that have recognized that by working together as a team we can deliver more for our clients than any of us could on our own. We view each new partnership as a promise to deliver elevated outcomes to our new clients and colleagues, and to the principals of the firms joining us. We are incredibly excited to have a leader of Kate’s caliber and track record who will collaborate closely with each new firm to fully deliver on that promise.”

With more than 20 years of experience in wealth and investment management, Shackleton has spearheaded business strategy, innovation, process reengineering, and employee engagement for leading wealth management firms. Prior to joining Mercer Advisors, she worked in various capacities at LPL Financial including Executive Vice President, Corporate Strategy and New Ventures, and Head of Trust & Insurance. In her most recent role at LPL, she worked closely with LPL’s most complex clients and their advisors to deliver multi-generational trust & wealth management solutions. Before LPL, Shackleton held leadership positions at Wells Fargo, Morgan Stanley and JP Morgan Private Bank.

“Mercer Advisors’ commitment to delivering an elevated client experience that is geared to the best interest of the client aligns perfectly with my values and my own financial journey,” said Shackleton. “Joining not just as an employee, but also as a client and shareholder, reflects my belief that Mercer Advisors is leading the way as a fiduciary and represents the type of firm I wanted to join. Strategically, Mercer Advisors is also well positioned to capture the assets in motion, as more clients seek a fiduciary that can successfully work across the generations of a family.”

Shackleton’s appointment is the most recent in a series of strategic hires at Mercer Advisors, including the appointment of Alisa Maute, CIMA®, as Head of Client Development and Ted Motheral as Principal, M&A Partner Development, further strengthening the firm’s ability to deliver exceptional outcomes for clients, partners and employees.

In addition to Shackleton’s appointment, Mercer Advisors recently welcomed two new Vice Presidents of the M&A Partner Development team: Carrie Ohm, CPFA, and Alex Moore, CFA, CPA. Ohm joined from OneDigital’s corporate development team, while Moore, a sell-side mergers and acquisitions specialist, joined from MarshBerry. Together, they bring deep expertise in inorganic growth and partnerships.

About Mercer Advisors

Mercer Advisors, the #1 ranked RIA firm in the nation for two years in a row according to Barron’s 2025 and 2024 Top 100 Registered Investment Advisor Firms, was founded in 1985. For 40 years, Mercer Advisors has been trusted to help families amplify and simplify their financial lives. The company offers comprehensive, fee-based family office services, including financial planning, estate and tax planning, insurance solutions, and corporate trustee and trust administration services. Mercer Advisors Inc. is a parent company of Mercer Global Advisors Inc. and is majority owned by Oak Hill Capital, Genstar Capital, and Altas Partners. Mercer Global Advisors, Inc. is headquartered in Denver, Colorado, is privately held, has over 1,370 employees, and operates nationally through more than 100 locations. Mercer Advisors has $86 billion in client assets. For more information, visit merceradvisors.com and merceradvisors.com/partnerwithus.

Important Information

Company statistics as of August 31, 2025. Client assets refers to client assets under management (AUM) and client assets under advisement (AUA) as well as assets gained from recent acquisitions where the advisory agreements have been properly assigned to Mercer Global Advisors, but the custodial accounts have yet to be transferred and/or the accounts have yet to be migrated to Mercer Global Advisors’ portfolio management system.

Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning documentation preparation and other legal advice is provided through select third parties unaffiliated to Mercer Advisors. Tax preparation and tax filing are a separate fee from Mercer Advisors’ investment management and planning services. Trustee services are offered through select third parties with which a client would engage directly, as such additional fees may apply. Mercer Global Advisors has a related insurance agency. Mercer Advisors Insurance Services, LLC (MAIS) is a wholly owned subsidiary of Mercer Advisors Inc. MAIS provides individual life, disability, long term care coverage, and property and casualty coverage through various insurance companies. For Mercer Global Advisors clients who wish to purchase insurance products, MAIS has entered into a non-exclusive referral agreement with Strategic Partner(s), where the Strategic Partner will provide necessary services relative to the marketing, placement, and servicing of the insurance products, including without limitation preparing and presenting illustrations, supporting the underwriting process, assisting with the completion and execution of applications, delivering policies, and servicing in-force business. MAIS and the Strategic Partner will be listed as either “agents” or “co-agents” on the policies. While Mercer Global Advisors does not receive a referral fee, Strategic Partner receives a percentage of the commission revenue. MAIS and Strategic Partner do have a revenue sharing agreement.

2025 and 2024 - Barron’s Top 100 RIA methodology

Mercer Advisors was ranked #1 for non-mega RIA firms. Advisers who wish to be ranked fill out a 100+ question survey about their practice. Barron's verifies that data with regulatory databases and then Barron's applies their rankings formula to the data to generate a ranking. The formula features three major categories of calculations: (1) Assets (2) Revenue (3) Quality of practice. In each of those categories Barron's does multiple sub calculations including asset type, growth, client retention, technology spending, succession planning, diversity of their teams, charitable and philanthropic work and compliance records. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing.

Please Note: Limitations. Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that they will experience a certain level of results if Mercer Advisors or its investment professionals are engaged, or continues to be engaged, to provide investment advisory services. A fee was not paid by either Mercer Advisors or its investment professionals to receive the award or ranking. The award or ranking is based upon specific criteria and methodology. No ranking or recognition should be construed as an endorsement by any past or current client of Mercer Advisors or its investment professionals.

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