Curated News
By: NewsRamp Editorial Staff
June 02, 2025

Henry Mercer Joins Withum Wealth as CIO, Boosting Financial Advisory Leadership

TLDR

  • Henry Mercer's appointment as CIO at Withum Wealth Management offers clients a strategic advantage through his 45+ years of investment expertise and leadership.
  • Henry Mercer's role as CIO involves leveraging his extensive experience to oversee personalized investment solutions and financial guidance for Withum Wealth Management's clients.
  • Henry Mercer joining Withum Wealth Management signifies a commitment to enhancing financial well-being for individuals, families, and institutions through expert investment strategies.
  • Henry Mercer, with a storied 45-year career in investment management, brings a wealth of knowledge and experience to his new role as CIO at Withum Wealth Management.

Impact - Why it Matters

Henry Mercer's appointment as CIO of Withum Wealth Management signifies a strategic enhancement to the firm's leadership, promising to elevate its financial advisory services. With Mercer's vast experience and proven track record, clients and the broader financial community can anticipate innovative investment strategies and strengthened client relationships. This move not only underscores Withum Wealth's commitment to excellence but also highlights the evolving landscape of financial advisory services, where seasoned leadership is key to navigating complex markets and achieving long-term client success.

Summary

Henry Mercer, a seasoned investment professional with over 45 years of experience, has been appointed as the Chief Investment Officer of Withum Wealth Management, a firm co-founded by Pinnacle Associates, Ltd. Mercer's illustrious career includes founding Mercer Capital Advisers, Inc. and serving as President and Founding Partner of Mercer, Bokert, Buckman & Reid, Inc. His expertise and leadership are expected to drive Withum Wealth Management's mission of providing personalized investment solutions and comprehensive financial guidance. Mercer's appointment is seen as a strategic move to bolster the firm's advisory services, leveraging his deep industry relationships and commitment to client value. The announcement was made by Scott Brown, President of Pinnacle Associates, Ltd., highlighting Mercer's alignment with the firm's goals. Mercer expressed his enthusiasm for joining Withum Wealth and contributing to its continued growth and success in helping clients achieve long-term financial objectives.

This development marks a significant milestone for Withum Wealth Management as it continues to expand its influence in the financial advisory sector. Mercer's extensive background and strategic vision are anticipated to enhance the firm's offerings and reinforce its reputation as a trusted partner for individuals, families, and institutions seeking expert financial advice. The news was first reported by citybiz, underscoring the importance of this appointment in the financial services industry.

Source Statement

This curated news summary relied on content disributed by citybiz. Read the original source here, Henry Mercer Joins Withum Wealth as CIO, Boosting Financial Advisory Leadership

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