Jaimi Dennehy

Jaimi Dennehy, a Sr. Wealth Advisor in the Regis Group at Mercer Advisors, specializes in providing service to ultra-high net worth families with sophisticated wealth and investment needs. Her specialties include providing bespoke investment and wealth management solutions for multi-generational families, private business owners and entrepreneurs and public company executives; she is adept at complex balance sheets, family CFO functions, and both private and public executive planning needs.

Jaimi brings to Mercer Advisors a background focused on developing and providing ultra-high net worth families with multi-family office services, including financial planning, investment management, trust and estate planning, executive planning, and access to private banking and lending, and private aviation and boat advisory services. She was a founding partner at MDK Private Wealth Management, which joined Mercer Advisors as part of the Regis Group, the dedicated UHNW services segment of the firm.

Previously, Jaimi was a Partner and Managing Director at Cresset Asset Management and an investment specialist at J.P. Morgan Private Bank. Prior to that, she worked at Charles Schwab’s Institutional services, where she worked with public and private pension plans, trusts, endowments and foundations, and high-net worth individuals.

Jaimi received her degree in global business and finance from Arizona State University – W.P. Carey School of Business. She has served on the Board of Art with Heart and the Western Arizona Humane Society, and along with her husband, Brian, is an avid animal lover.