Martine Lellis

Martine is Principal, M&A Partner Development, and is responsible for driving the growth and expansion of the organization through strategic mergers and acquisitions of other RIAs. Based on her more than two decades of experience in the independent wealth management space, she leads like-minded firms in their transition decisions, including assessment of fit, due diligence, financial analysis, talent mapping, and deal negotiations. Previously, Martine served as the company’s Chief Talent Officer (a role she held since joining Mercer Advisors in 2020), with a focus on developing and growing the talent of the organization. She is also a member of the Executive Leadership Team.

Before joining Mercer Advisors, Martine was a Principal and both the Chief Operating Officer and Chief Compliance Officer at Sullivan, Bruyette, Speros & Blayney. She also served on the Technology, Operations & Service Advisory Board of one of the largest RIA custodians, and has been involved as a writer and instructor for CFP™ exam review courses.