Mercer IC Adds New National Leader for Financial Intermediaries

Mercer Investment Consulting (Mercer IC) announced that David Eisenberg has joined the firm in a new role as national segment leader - financial intermediaries.

In this new role, Eisenberg will focus on high-net-worth and retail-wrap programs, broker/dealers, and other third-party providers, the announcement said. He comes to Mercer from Fidelity Investments, and prior to that served as a senior portfolio manager at another Mercer unit, Mercer Global Investments.

Eisenberg also previously was chief equity officer at John Hancock Advisers, Inc.; a portfolio manager at Trinity Investment Management; and a consultant at both NEPC and Cambridge Associates.

Other staff expansions announced by Mercer IC include:

  • Guy Cooper joined Mercer IC as a senior investment consultant. He will focus on clinets in the Midwest and Texas marketplaces. Previously, Cooper was a principal/partner at Ennis Knupp & Associates.
  • Eric Friedman joined Mercer IC’s Financial Strategy Group (FSG) in Chicago as an FSG specialist. He will focus on helping clients develop integrated retirement financial management strategies for the design, funding and investment of their defined benefit plans. Friedman was previously a consulting actuary at Watson Wyatt.
  • Mark Phelps joined Mercer IC as a generalist research associate within Mercer’s manager research group in Chicago. Most recently, he was an investment analyst with Jeffrey Slocum & Associates in Minneapolis.

Mercer Investment Consulting works with more than 300 clients on retainer in the U.S. representing in excess of $600 billion in assets. The company’s 46-member manager research team is responsible for researching more than 2,650 investment managers and their strategies.