Christine Cataldo

Chief Technology and Digital Officer

CFP®, CRPS®

Christine joined Mercer Advisors in 2021. She has more than 25 years in the financial services industry, including 17 years at Edelman Financial Engines. Christine is a member of the company’s executive leadership team, responsible for the overall technology vision and roadmap for the firm. She participates on panels or advisory boards for several companies, including Salesforce, Charles Schwab, and Fidelity. Christine earned her bachelor’s degree from William & Mary, is a CERTIFIED FINANCIAL PLANNER™ professional, and holds the Chartered Retirement Plans SpecialistSM designation.