Mercer Advisors Expands in New England With $1.5B Charter Oak Deal [Yahoo! Finance]
Charles Schwab Corporation (The) (SCHW)
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Source: Yahoo! Finance
Mercer Global Advisors, the Denver, Colo.-based registered investment advisor with $98 billion in client assets , has acquired employee-owned Charter Oak Capital Management, a Portsmouth, N.H.-based wealth management firm with $1.5 billion in assets under management. The acquisition expands Mercer Advisors' presence in New England for clients in New Hampshire, Massachusetts and Maine. Charter Oak, founded in 2002, is led by partners Emma Bean, Todd Cesca, Sarah Serling, Jeffrey Troiano, Lena Wyand and Karen Zaramba. Bean, who became a partner in 2024, said the firm decided it needed a larger, scaled partner to bolster clients' services such as estate and tax planning. “As we had a couple of partners approaching retirement, we just kind of took a step back and said, ‘Where should we go from here, what's phase two of Charter Oak, and how can we continue to serve our clients in a way that's really meaningful and also create opportunities and growth plans for our team?” she said. “Wh
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SCHW
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SCHW
Sec Filings
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- 4/2/26 - Form 4
- 4/2/26 - Form 4
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