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Wealth Management EDGE
May 13 - 16, 2024
The Diplomat Beach ResortHollywood, Florida

Gregg Sommer
Partner, US Financial Intermediaries Leader at Mercer
Speaker

Profile

Gregg is Mercer’s US Financial Intermediaries Leader, serving US wealth management and family office clients. He joined Mercer’s Investments business in 2009 and is based in Denver. Gregg began his career at U.S. Trust and over the last 35 years has held several executive positions in the investment industry. He has a comprehensive investment, business, and risk management background and has managed many successful investment teams focused on risk assessment, asset allocation, due diligence, portfolio management, organizational evaluation, and financial analysis across both private and public investment strategies. Gregg served as Chief Financial and Operating Officer of a firm that managed real estate and private equity and debt portfolios and has been a Principal and Portfolio Risk Officer for RCM, a Commodity Trading Advisor. Additionally, he was a founding Partner at Global Trading Partners, a trading firm focused on global market relationships.

Gregg received a BA degree from Emory University and an MBA in Finance from Fordham University's Graduate School of Business. He also holds the Chartered Alternative Investment Analyst (CAIA) designation and is a member of the CAIA Association.

Gregg is a frequent speaker at industry conferences and is a member of Mercer’s Wealth Leadership Team, Wealth Management Strategic Research and Investment Committees, and the Investment Policy Committee.

Agenda Sessions

  • The State of Alternative Investments in Wealth Management

    1:10pm