Mercer Advisors Appoints Cynthia Loh as Chief Platform Officer

Former Goldman Sachs and Charles Schwab executive brings deep platform and technology expertise to scale firm's integrated advice model

DENVER--(BUSINESS WIRE)-- Mercer Global Advisors, Inc. ("Mercer Advisors"), a national Registered Investment Adviser ("RIA"), today announced the appointment of Cynthia Loh as Chief Platform Officer (CPO), a new executive role responsible for the operating platform that anchors Mercer Advisors’ client and advisor experience. The role is instrumental in the company’s mission to help families across the wealth spectrum achieve Economic Freedom™ and in its position as the destination of choice for leading fiduciary talent.

Loh will join the partnership’s executive leadership team, and will lead a nationwide platform team spanning technology, digital product, design and operations. “Cynthia has spent her career at the intersection of advice, product and technology, building platforms that reach millions of investors without sacrificing the human relationship at the center,” said CEO Dave Welling. “As we continue to grow, our platform is what allows us to deliver an elevated, consistent experience to every client we serve and every advisor who joins us. Cynthia knows what it takes to build that at scale, and she’s the right leader to guide its next phase.”

The firm’s platform weaves together people, processes and technology to underpin the boutique delivery of family office services for its clients. It is at the core of how the firm has achieved record-high levels of client excellence, while pacing the industry in new clients added and sustaining 10%+ organic growth over the last several years. “One of the most important promises we make to clients and colleagues is to reinvest the benefits of our collective success back in our platform,” said President Daniel Gourvitch. “Adding a leader of Cynthia’s caliber represents our commitment to deliver on that promise and to accelerate our investment in line with our success.”

Aspen, the firm's AI-enabled operating system is the primary expression of the company’s unified technology stack and data foundation. Its recent second-generation launch brought AI capabilities directly into advisor and client workflows.

Loh has spent more than two decades building and scaling advice platforms at leading organizations, including Goldman Sachs, Charles Schwab, and Betterment. She most recently served as senior vice president and head of Beyond the Card at Capital One. Previously, she was head of product for Goldman Sachs’ Workplace Wealth, where she led the product organization behind the firm’s wealth offering for Fortune 1000 employers. Earlier in her career, she oversaw the Schwab Intelligent Portfolios platform at Charles Schwab, built and launched the 401(k) business at Betterment, and held roles at PIMCO and Merrill Lynch.

“Delivering technology-enabled integrated advice at scale in a way that preserves the human relationship is one of the hardest problems in wealth management, and from what I’ve seen very few firms have the pieces to solve it,” said Loh. “I believe Mercer Advisors has the in-house expertise, the fiduciary-first model and the technology foundation to do it. I’m excited to build on that foundation and identify ways that technology, including AI, can make the experience simpler and more effective for advisors and clients. The goal is to give advisors the tools and support they need to spend more of their time focused on clients.”

Loh’s appointment is part of Mercer Advisors’ ongoing investment in its executive team as the firm’s continued growth increases the resources available to better serve clients. The firm recently announced Melissa Nims as Chief Solutions Officer, Jeremiah Barlow as Chief Commercial Officer and Jimmy Zhao as Chief Corporate Development Officer.

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 Oak Hill Capital, Genstar Capital, Altas Partners and GIC. Mercer Global Advisors Inc. is headquartered in Denver, Colorado, is privately held, has 1,730+ employees, and operates nationally through more than 110 locations. Mercer Global Advisors has $111 billion in client assets. For more information, visit merceradvisors.com and partnerwithus.merceradvisors.com/.

Important Information

Company statistics as of July 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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Kaitie Cothron
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Source: Mercer Global Advisors, Inc.

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