Mercer Advisors, Inc. (“Mercer Advisors”), a national wealth management and financial planning firm, today announced the appointment of Kyle Pounder, PhD, as Vice President of Data, a role focused on putting data and AI to work for its more than 460 advisors and over 43,000 clients. Pounder will lead the firm’s core data team, which underpins Aspen, the firm’s fully integrated technology platform, and its broader AI strategy.

The appointment of Pounder continues to deepen the technical leadership that Mercer Advisors has been assembling. Most recently, Cynthia Loh joined as Chief Platform Officer, a new role responsible for the processes, people and platform that anchor the firm’s client and advisor experience. Loh has spent more than two decades building and scaling advice platforms at leading organizations, including Goldman Sachs, Charles Schwab, and Betterment.

Ehsan Lavassani, Founding Engineer and Chief Engineering Officer of Personal Capital, joined in September 2023 and was recently promoted to Head of Artificial Intelligence. Lavassani spearheaded the development of Aspen, the firm’s AI-enabled operating system, whose second-generation launch brought AI capabilities directly into advisor and client workflows. In his new role, he will focus on partnering with client-facing professionals across the firm to accelerate the development and deployment of AI capabilities in their practices. Lavassani and Pounder report to Loh.

“Our clients expect the same boutique experience in every one of our markets, and our advisors want their time and attention on serving clients, not on looking for information,” said Loh. “Kyle knows how to turn complex data into something a team can act on. His work can put the right insight in front of the right client at the right moment, and that’s how we scale keeping our promises to those we serve.”

In addition to architecting the firm’s data infrastructure, Pounder will partner on building data services and analytics that directly support advisory teams in their work with clients. “Data is only valuable when it helps someone do something better for a client. Mercer Advisors takes that seriously,” said Pounder. “The firm has already invested in a strong technology foundation, talented people, and the culture to make data and AI practical. I’m excited to build on that, using data and AI to make information more accessible, simplify complex workflows and give advisors more time to focus on nurturing client relationships and delivering high-touch service.”

Pounder joins Mercer Advisors after five years at Wealth.com, where he was most recently the Chief Technology Officer and supported the firm through a period of significant growth. At Wealth.com, he guided engineering, security, and data teams from the company’s Google Ventures-led Series A and through their Charles Schwab-led Series B funding rounds. An integral part of his work included the building of production-level AI systems and AI-enabled data environments designed to meet strict enterprise standards, including SOC 2 Type 2.

Prior to his time at Wealth.com, Pounder was the sole data scientist on a cross-functional team at Meta that built products to enable the growth and support of creators on Facebook and Instagram. Pounder holds a PhD in Mathematics from the University of Arizona and a Master of Education from the University of Notre Dame.

“Kyle is yet another example of the talented technology leaders choosing to join Mercer Advisors to build a different kind of wealth management firm, one that combines the strength of a national platform with the personalized service clients expect,” said Daniel Gourvitch, President of Mercer Advisors. “We are committed to making Mercer Advisors a destination where technologists and practitioners can do the most meaningful work of their careers side-by-side, with the scale, data and specialized teams to further enhance how we serve our clients. We are thrilled to welcome a technologist of Kyle’s caliber and to put his deep expertise in data and AI to work delivering on the family office promise we make to our clients.”

For more information on Mercer Advisors, please visit merceradvisors.com.

About Mercer Advisors

Mercer Global Advisors, Inc. was named the #1 ranked RIA firm in the nation for the last three years by Barron’s Top 100 Registered Investment Advisor Firms rankings. It is also distinguished as the Best Overall Financial Advisory Firm for High-Net-Worth Individuals 2026 by The Wall Street Journal Buy Side. Founded in 1985, 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 is majority owned by Altas Partners, Oak Hill Capital, Genstar Capital and GIC. Mercer Global Advisors Inc. is headquartered in Denver, Colorado, is privately held, has 1,770+ employees, and operates nationally through more than 110 locations. Mercer Global Advisors has $114 billion in client assets. For more information, visit merceradvisors.com and partnerwithus.merceradvisors.com/.

Important Information

Company statistics as of August 31, 2026. 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 a brand name used by several affiliated legal entities owned by Mercer Advisors, Inc., including, Mercer Global Advisors, Inc., an SEC registered investment adviser providing investment advisory and family office services; Mercer Advisors Private Asset Management, Inc., an SEC registered investment adviser providing discretionary investment management services to affiliated private funds; Mercer Advisors Tax Services LLC, a tax services and accounting firm; Heim, Young and Associates, Inc., (MA Brokerage Solutions) a broker/dealer, member FINRA/SIPC; and Mercer Advisors Insurance Services LLC, (MAIS) an insurance agency.

Mercer Advisors is not a law firm and does not provide legal advice to clients. All Estate planning document preparation and other legal advice are provided through select third parties, with which Mercer Advisors has a contractual relationship. Tax preparation and filing services are provided by Mercer Advisors Tax Services, LLC. Clients will sign a separate agreement when engaging Mercer Advisors Tax Services that defines the services provided and any additional fees that may apply. Insurance products are provided by Mercer Advisors Insurance Services, LLC (MAIS), which places individual life, disability, long term care coverage, and property and casualty coverage through select insurance companies. Trustee services are offered through select third parties with which a client would sign an additional agreement, and additional fees may apply.

2026, 2025 and 2024 – Barron’s Top 100 RIA methodology

Mercer Global Advisors, Inc. 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. The rankings are awarded each September based on prior 12-month data through June 30th. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s for logo licensing.

2026 Wall Street Journal Buy Side – Best Overall Firm for High-Net-Worth Investors

Buy Side analyzed some of the largest and best-known independent registered investment adviser (RIA) firms and scored those firms based on their fees, advisor credentials, customer support, available services, portfolio construction and account minimum. These factors were weighted based on WSJ reader surveys regarding what they considered most important when choosing an advisor. Prioritized, were firms that have a client base of 50% or more HNWIs according to their most recent Form ADV filing. To be considered a top financial advisor for high-net-worth individuals, a firm has to offer comprehensive wealth management services. Firms were rated on a scale of 1 to 5 stars using a weighted scoring model out of 100 possible points. A 5-star rating represents top performance relative to the field, rather than a requirement to achieve a theoretical perfect score of 100.

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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