What changed

Appointed to new executive role at Mercer Advisors; previously SVP and head of Beyond the Card at Capital One and head of product for Goldman Sachs Workplace Wealth.

Reported / discovered

Sep 22, 2026

Effective

Not reported

New role

Chief Platform Officer

Previous role

Not reported

Market

Denver, CO

Reported book

Not disclosed

Reported team size

Not disclosed

Named people

1

Reported book AUM is not a confirmed transfer. Team size may include support staff. A missing effective date means it was not established from the available evidence.

Sources & evidence

This record is supported by reporting. It has not been independently corroborated by a linked registration observation.

Record history

3 observations consolidated into one event.