Mr. Mercer is the Director of Services and a Senior Operations Analyst at Altrius Capital Management. At Altrius, Mr. Mercer is responsible for maintaining and enhancing portfolio risk analytics and management systems while developing and implementing service initiatives for the firm’s private clients. Prior to joining, Mr. Mercer worked as a Senior Reporting Analyst at Cline Trust and has almost twenty years of experience in the financial services industry working primarily in New York and Miami, Florida. Mr. Mercer received a Bachelor of Science in Communications with a Minor in Business from the State University of New York.
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