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September 27-29, 2021
The Diplomat Beach ResortHollywood, Florida

Dave Welling
Chief Executive Officer at Mercer Advisors

Profile

Dave joined Mercer Advisors in 2017 as CEO. In his role as CEO, he is responsible for leading the business and helping Mercer achieve its dual purpose of providing outstanding service to its clients and being an employer of choice for financial advisory professionals. He brings over 25 years of experience in the wealth management industry including leading businesses through significant growth and evolution.  In 2019, Dave was named the independent RIA CEO of the Year by wealthmanagement.com and is a founding CEO member of Colorado Inclusive Economy.

Most recently, he was Managing Director and Co- General Manager of SS&C Advent, a leading provider of technology and operational support to advisors and  investment managers. His past professional experiences include executive leadership roles as Black Diamond Performance Reporting and Charles Schwab as well as management consulting for Bain & Company. Dave graduated from Middlebury College with a degree in economics, physics and creative writing and he earned his MBA from Stanford Graduate School of Business.  Dave lives in Boulder, Colorado with his wife and two teenage children who enjoy hiking, skiing and exploring the beauty of Colorado together. 

Agenda Sessions

  • Panel - CEO Perspectives: Inside the RIA M&A Surge

    1:30pm