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WealthManagement EDGE
May 31 (Pre-Conference Day) - June 3
The Diplomat Beach ResortHollywood, Florida

Christine Cataldo
Chief Technology & Digital Officer at Mercer Advisors

Profile

Christine joined Mercer Advisors in 2021 as Chief Technology and Digital Officer. She brings over 25 years of experience in the advisory and wealth management industry and is a founding member of the Chief chapter in Washington, D.C.  Most recently, she was an executive with Edelman Financial Engines.  During her 17-year tenure, she has held many senior leadership positions, including Chief Operations Officer, Chief Information Officer, Chief Operations & Technology Officer and Chief Experience Officer. Prior to joining EFS, she worked as a Financial Advisor at UBS PaineWebber and an Economic and Financial Analyst at Arthur Andersen.  Christine is CERTIFIED FINANCIAL PLANNER™ and a Chartered Retirement Plans Specialist SM She has a Bachelor of Business Administration from The College of William & Mary with a concentration in Finance and Computer Science.  Christine resides in Northern Virginia with her husband and two daughters.

Agenda Sessions

  • CTO Perspectives - Top Tech Trends

    3:45pm