Dave Welling’s rollup hits $39 billion of AUM and hires a 37- year-old breakaway from BlackRock to turn internal five-click shopping into a ‘single conversation’

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David Welling, CEO of Denver-based Mercer Advisors, just made the biggest hire of his career by bringing in Daniel Gourvitch, 37, from BlackRock’s Aladdin division. As Mercer’s new president, Gourvitch will lead the integration of Mercer’s estate planning, tax, and investment “superpowers” into a cohesive national RIA platform.

A former McKinsey partner and Goldman Sachs managing director, Gourvitch will oversee strategy, technology, operations, and central expert teams, reporting directly to Welling from New York. The hire signals Mercer’s commitment to bridging capability gaps amid rapid M&A growth, with $39 billion in assets and 800 staff across 80 locations. Welling emphasizes that all wealth management teams still report to him, while Gourvitch focuses on enhancing platform experience, engagement, and service for advisors and clients alike…

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