Key Takeaways
- • Mercer Advisors appointed Kyle Pounder, PhD, as Vice President of Data, tasking him with data and AI for its more than 460 advisors and over 43,000 clients, according to a Business Wire release.
- • Pounder will lead the core data team that underpins Aspen, the firm's integrated technology platform, and its broader AI strategy.
- • Pounder joins from Wealth.com, where he was most recently Chief Technology Officer, and previously worked as a data scientist at Meta.
- • The hire extends a technology leadership build-out that includes Cynthia Loh as Chief Platform Officer and Ehsan Lavassani as Head of Artificial Intelligence, both reporting to Loh.
- • Mercer Global Advisors reports $114 billion in client assets as of August 31, 2026, across more than 110 locations.
Summary
Mercer Advisors, Inc., a national wealth management and financial planning firm headquartered in Denver, has appointed Kyle Pounder, PhD, as Vice President of Data, according to a Business Wire release. The role is focused on applying data and AI across the firm's more than 460 advisors and over 43,000 clients. Pounder will lead the core data team that underpins Aspen, the firm's fully integrated technology platform, and the broader AI strategy.
The appointment deepens technical leadership the firm has been assembling. Cynthia Loh recently joined as Chief Platform Officer, responsible for the processes, people and platform anchoring the client and advisor experience; Loh previously worked at Goldman Sachs, Charles Schwab and Betterment. Ehsan Lavassani, who joined in September 2023 as Founding Engineer and Chief Engineering Officer of Personal Capital, was recently promoted to Head of Artificial Intelligence and spearheaded development of Aspen. Lavassani and Pounder both report to Loh.
Pounder joins after five years at Wealth.com, where he was most recently Chief Technology Officer. The release says he guided engineering, security and data teams through the company's Google Ventures-led Series A and Charles Schwab-led Series B funding rounds, and built production-level AI systems meeting SOC 2 Type 2 standards. Earlier, he was the sole data scientist on a cross-functional team at Meta building creator-support products for Facebook and Instagram. He holds a PhD in Mathematics from the University of Arizona and a Master of Education from the University of Notre Dame.
Daniel Gourvitch, President of Mercer Advisors, said Pounder is another example of technology leaders choosing to join the firm, and that the role will put his data and AI expertise toward the family office services the firm provides. Loh said the goal is to give advisors more time with clients by making information more accessible.
Mercer Advisors reports $114 billion in client assets as of August 31, 2026, including assets under management and under advisement and assets from recent acquisitions pending custodial transfer. The firm is majority owned by Atlas Partners, Oak Hill Capital, Genstar Capital and GIC, and is privately held with more than 1,770 employees. The release cites a #1 ranking among non-mega RIA firms in Barron's Top 100 rankings for 2026, 2025 and 2024, and a 2026 Wall Street Journal Buy Side recognition as best overall firm for high-net-worth investors; the release notes these recognitions are not guarantees of results.
The appointment deepens technical leadership the firm has been assembling. Cynthia Loh recently joined as Chief Platform Officer, responsible for the processes, people and platform anchoring the client and advisor experience; Loh previously worked at Goldman Sachs, Charles Schwab and Betterment. Ehsan Lavassani, who joined in September 2023 as Founding Engineer and Chief Engineering Officer of Personal Capital, was recently promoted to Head of Artificial Intelligence and spearheaded development of Aspen. Lavassani and Pounder both report to Loh.
Pounder joins after five years at Wealth.com, where he was most recently Chief Technology Officer. The release says he guided engineering, security and data teams through the company's Google Ventures-led Series A and Charles Schwab-led Series B funding rounds, and built production-level AI systems meeting SOC 2 Type 2 standards. Earlier, he was the sole data scientist on a cross-functional team at Meta building creator-support products for Facebook and Instagram. He holds a PhD in Mathematics from the University of Arizona and a Master of Education from the University of Notre Dame.
Daniel Gourvitch, President of Mercer Advisors, said Pounder is another example of technology leaders choosing to join the firm, and that the role will put his data and AI expertise toward the family office services the firm provides. Loh said the goal is to give advisors more time with clients by making information more accessible.
Mercer Advisors reports $114 billion in client assets as of August 31, 2026, including assets under management and under advisement and assets from recent acquisitions pending custodial transfer. The firm is majority owned by Atlas Partners, Oak Hill Capital, Genstar Capital and GIC, and is privately held with more than 1,770 employees. The release cites a #1 ranking among non-mega RIA firms in Barron's Top 100 rankings for 2026, 2025 and 2024, and a 2026 Wall Street Journal Buy Side recognition as best overall firm for high-net-worth investors; the release notes these recognitions are not guarantees of results.
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