Firm adds distinguished industry leaders Abby Salameh and Chris Walters

Mercer Global Advisors, Inc. (“Mercer Advisors”), a national Registered Investment Adviser (RIA), today announced the appointment of Abby Salameh and Chris Walters as Managing Partners overseeing key growth markets. Together, these strategic additions reinforce Mercer Advisors’ commitment to building the preeminent fiduciary family office in every market where it operates, combining boutique delivery with enterprise capability. Salameh and Walters join a cohort of managing partners who are collectively accountable for Mercer Advisors’ 40+ markets.

Managing Partners operate as CEOs of their respective markets, responsible for delivering client excellence, driving growth, developing exceptional talent and strengthening Mercer Advisors’ team-oriented culture. Their mandate is to build a highly local boutique that reflects the needs of the communities they serve, while ensuring the full benefit of Mercer Advisors’ industry-leading capabilities is available to every client. Salameh will lead the New Jersey and Philadelphia markets, while Walters will oversee the San Diego market.

“We believe deeply that a high-caliber family office experience can only be delivered by locally empowered market teams that attract the best fiduciary talent and create a culture of genuine teamwork. Our Managing Partners lead us in building exceptional local boutiques in each market that we operate, and they collectively are steering the evolution of our firm-wide platform strategy,” said Daniel Gourvitch, President of Mercer Advisors. “Abby and Chris are incredible industry leaders who have served in senior roles at some of the most respected firms in our industry. Their decision to join Mercer Advisors reflects the strength of our partnership – and our deep commitment to investing in empowered local teams to build a foremost family office in every market.”

Salameh will be working in communities where she has deep roots and extensive market experience. She began her career as an advisor and has held national C-level roles at Hightower Advisors, CAIS and RFG Advisory, where she most recently served as Chief Growth Officer. Across these organizations, Salameh has worked closely with advisors to grow their practices, expand access to institutional-grade investment solutions and build strong team-oriented cultures.

“This is an incredible opportunity to build and lead at a preeminent fiduciary firm in a community that I care so much about, and to do it as part of a deeply collaborative leadership team,” said Salameh, who will lead Mercer Advisors’ New Jersey and Greater Philadelphia markets. “The company’s incredible advisory teams in New Jersey and Philadelphia are already helping many thousands of families achieve economic freedom, and I am excited to support them in growing our impact.”

Walters brings more than three decades of leadership experience in wealth management, most recently serving as Chief Advisory Officer at Savant Wealth Management, where he was responsible for leading and executing the firm’s expansion during a period of significant organic and inorganic growth. He also founded Lighthouse Wealth Advisory Group, LLC, a consulting practice focused on advising wealth management firms and private equity sponsors on growth and integration. His experience leading large advisory teams and integrating acquired firms will be a major asset as Mercer Advisors continues to invest in the San Diego market.

“Joining Mercer Advisors in this role is an opportunity to join an incredible team in San Diego, accelerate our local impact and deliver institutional-grade capabilities to our community,” said Walters. “The team in San Diego has already established a tremendous local reputation for client excellence and dynamic growth, and I look forward to furthering our impact on local families.”

Mercer Advisors’ Managing Partners are central to the firm’s broader strategy of scaling through boutique delivery, supported by centralized investment management, advanced financial planning, tax and estate specialists, and operational infrastructure. The firm now has 21 managing partners across its national footprint, representing a diverse mix of internally developed leaders, leaders who joined with partner firms and externally recruited executives.

“Ultimately, we win by investing in people,” Gourvitch added. “Chris and Abby exemplify the caliber of leaders choosing to build their careers at Mercer Advisors because they see it as the place to do the most meaningful work of their careers.”

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 two years in a row according to Barron’s 2025 and 2024 Top 100 Registered Investment Advisor Firms. 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 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 1,500 employees, and operates nationally through more than 110 locations. Mercer Advisors has $96 billion in client assets. For more information, visit merceradvisors.com and partnerwithus.merceradvisors.com.

Important Information

Company statistics as of December 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 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. Mercer Advisors Tax Services, LLC, does not provide financial audit, assurance, compilations, or forensic accounting services. Each individual tax situation is unique, depending on complexity, additional fees 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.

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.

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