{"id":674114,"date":"2026-11-03T22:52:09","date_gmt":"2026-11-03T22:52:09","guid":{"rendered":"https:\/\/www.newsbeep.com\/ie\/674114\/"},"modified":"2026-11-03T22:52:09","modified_gmt":"2026-11-03T22:52:09","slug":"people-moves-mercer-advisors-hires-meta-alum-as-vp-of-data","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/ie\/674114\/","title":{"rendered":"People Moves: Mercer Advisors Hires Meta Alum as VP of Data"},"content":{"rendered":"

Mercer Advisors, a Denver, Colo.-based registered investment advisor with $114 billion in client assets, has continued to build out its technology and artificial intelligence leadership team by hiring away Wealth.com\u2019s chief technology officer.<\/p>\n

Kyle Pounder, who also worked at Meta, will lead Mercer\u2019s core data team, which underpins Aspen, its wealth technology platform, and the firm\u2019s broader AI strategy. Pounder, who holds a PhD in mathematics, joins after five years at Wealth.com<\/a>, where he was most recently chief technology officer. At Mercer, he will report to Chief Platform Officer Cynthia Loh.<\/p>\n

\u201cKyle knows how to turn complex data into something a team can act on,\u201d Loh said. \u201cHis work can put the right insight in front of the right client at the right moment, and that\u2019s how we scale keeping our promises to those we serve.\u201d<\/p>\n

Pounder\u2019s appointment follows the hiring of Loh as chief platform officer and the promotion of Ehsan Lavassani, founding engineer and chief engineering officer of Empower\u2019s Personal Capital, to head of artificial intelligence.<\/p>\n

Related:Former Edelman CEO Larry Raffone Joins Son’s RIA as Executive Chairman<\/a><\/p>\n

At Wealth.com, Pounder guided engineering, security and data teams through the company\u2019s Google Ventures-led Series A and Charles Schwab-led Series B funding rounds, according to the announcement. Before Wealth.com, he was the sole data scientist on a cross-functional team at Meta.<\/p>\n

\u201cData is only valuable when it helps someone do something better for a client,\u201d Pounder said in a statement. \u201cMercer Advisors takes that seriously.\u201d<\/p>\n

Mercer Advisors is majority-owned by private equity firms Oak Hill Capital, Genstar Capital and Altas Partners. It has 1,770-plus employees, including 460 financial advisors operating at more than 110 locations in the U.S.<\/p>\n

Envestnet Hires Jane Graham to Lead Advisor Experience<\/p>\n

Envestnet, a wealth technology provider to RIAs, banks, and brokerages, has hired <\/a>Jane Graham as senior vice president, client experience, a newly created role aimed at \u201celevating\u201d the advisor experience across the firm\u2019s platforms, the Berwyn, Pa.-based firm announced.<\/p>\n

Graham, who will be part of the executive committee, will lead client success and retention, service delivery, enablement, support operations and renewals functions, according to the announcement. The role is included in Envestnet\u2019s $1 billion five-year investment plan in its platforms.<\/p>\n

Graham comes with more than 15 years of experience building service, client success and retention organizations for technology businesses, including workforce technology firm UKG and software and payments firm Blackbaud.<\/p>\n

Related:Mesirow Taps Bank Exec Shawn Beber as CEO<\/a><\/p>\n

\u201cJane joins Envestnet at a pivotal time in our evolution as we continue to modernize our platforms, invest in AI, and integrate our recent acquisition of Vestmark<\/a>,\u201d CEO Chris Todd said in a statement.<\/p>\n

Part of Graham\u2019s mandate is to bring together onboarding and support for the wealth management platform Tamarac and the financial planning software MoneyGuide under a single strategy and operating model, according to the announcement.<\/p>\n

\u201cMy focus is on making it easier for advisors to get the most from Tamarac, MoneyGuide and Envestnet\u2019s enterprise platforms, with one team accountable for their success from onboarding through renewal,\u201d Graham said.<\/p>\n

Before joining Envestnet, Graham spent nine years at UKG, most recently as group vice president of specialty sales, and earlier led a global relationship management organization of more than 500 employees that supported more than 20,000 customers and generated over $4 billion in recurring revenue.<\/p>\n

Envestnet has nearly $8 trillion in platform assets and is used by more than a third of financial advisors across banks, wealth managers, brokerages and RIAs.<\/p>\n

Truist Hires Stratos, Hightower Alum Charis Jones to Lead Compliance<\/p>\n

Truist has hired Charis Jones as chief compliance officer for Truist Investment Services and Truist Advisory Services, according to a post on LinkedIn.<\/p>\n

Related:Callie Cox Leaves Ritholtz for Plancorp Strategy Role<\/a><\/p>\n

Jones joins Truist after about a year as chief operating officer for Stratos, an umbrella firm for a network of RIAs and broker\/dealers. At Truist, she will lead compliance for over 2,400 financial advisors and more than $77 billion in assets under management, according to the Charlotte, N.C.-based bank holding company\u2019s most recent counts.<\/p>\n

Prior to Stratos, Jones held compliance leadership roles at Hightower Advisors for about a year and a half<\/a>, following an eight-year run in compliance leadership roles at LPL Financial.<\/p>\n

Franklin Templeton\u2019s Fiduciary Trust Hires Head of Trust Administration<\/p>\n

Fiduciary Trust International, a global wealth manager headquartered in New York and a wholly owned subsidiary of Franklin Templeton, has hired Jeffrey Danile as national director of trust administration.<\/p>\n

Danile will be based in the firm\u2019s New York headquarters and report to Leslie Gillin Bohner, chief fiduciary officer and general trust counsel. He will manage trust officers and administrators across the organization and focus on delivering trust and estate planning services to clients.<\/p>\n

Danile joins from JPMorgan Private Bank, where he was executive director and regional trust team leader. Earlier in his career, he was managing director and market trust director at Bank of America Private Bank\/U.S. Trust, and practiced trusts and estates law for 15 years, first at Wiggin and Dana and then as a partner at Blair & Potts and Berkowitz, Trager & Trager.<\/p>\n

\u201cHe has an impressive track record of generating growth at financial institutions while maintaining a proper risk and compliance framework, and we look forward to working with him to achieve our client and business goals,\u201d Bohner said in a statement.<\/p>\n

Fiduciary Trust had more than $119 billion in assets under management and administration as of June 30, 2026, according to the firm.<\/p>\n

DriveWealth Names Technology, Product and Digital Assets Leaders<\/p>\n

DriveWealth, a New York-based brokerage-as-a-service platform for investing and trading, announced promotions across its technology, product and digital assets teams on Tuesday, a little over a year after CEO Naureen Hassan<\/a> came out of retirement to lead the firm.<\/p>\n

Aaron Sokasian was promoted to president, technology and product, which expands his responsibilities to lead the development of new technology partnership opportunities. He will continue to report to CEO Hassan.<\/p>\n

Former Chief Information Officer Rob Corti will now be co-chief technology officer for trading and platform, where he will oversee technology, delivery and execution, and account services. He will report to Sokasian.<\/p>\n

Bhavesh Khator will also get an expanded role from SVP, engineering, to co-chief technology officer, brokerage and data, where he will oversee engineering, data, regtech and partner onboarding. He will report to Sokasian.<\/p>\n

Another two Sokosian reports with promotions include Ren\u00e9 Kim and Mohsen Shaikh.<\/p>\n

Kim is now chief product officer, where she will lead DriveWealth\u2019s product organization and technology delivery team.<\/p>\n

Shaikh will be head of digital assets, which expands his role from VP of product.<\/p>\n

\u201cStrategic partnerships are essential to our growth strategy, and Aaron Sokasian has been instrumental in building our partner ecosystem across the industry,\u201d CEO Hassan said in a statement. \u201cWith Rob, Bhavesh, Ren\u00e9, and Mohsen alongside him leading our technology and product teams, we are well positioned to build the next era of investing for our clients.\u201d<\/p>\n

DriveWealth\u2019s goal has been to make trading global and available around the clock, while also providing access to a broader range of assets, including cryptocurrency and tokenized securities.<\/p>\n","protected":false},"excerpt":{"rendered":"Mercer Advisors, a Denver, Colo.-based registered investment advisor with $114 billion in client assets, has continued to build…\n","protected":false},"author":2,"featured_media":674115,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[14],"tags":[72,176,61,60,174,175],"class_list":["post-674114","post","type-post","status-publish","format-standard","has-post-thumbnail","category-personal-finance","tag-business","tag-finance","tag-ie","tag-ireland","tag-personal-finance","tag-personalfinance"],"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/posts\/674114","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/comments?post=674114"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/posts\/674114\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/media\/674115"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/media?parent=674114"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/categories?post=674114"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/tags?post=674114"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}