Chief Technology Officer · Mercer Global Advisors Inc.
Christine A. Cataldo
CRD 3042889 · Named on Form ADV at 2 SEC-registered advisers
At a glance
Mercer Global Advisors Inc., an SEC-registered wealth manager based in Denver, CO with $84.4 billion in regulatory assets, lists Christine A. Cataldo on its Form ADV as Chief Technology Officer, a control person. The SEC filings also name Christine at 1 other registered adviser.
Firms and roles
- Mercer Global Advisors Inc.Chief Technology OfficerWealth manager · Denver, CO · $84B in regulatory assets
- Mercer Advisors Private Asset Management, Inc.Chief Technology OfficerPrivate fund adviser · Denver, CO · $206M in regulatory assets
AtlasMembers
Christine’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 2 firmsLocked
- Control-person status
- 2 firmsLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (9)
- Charles D. WellingChief Executive Officer, Mercer Global Advisors Inc.
- Donald A. CalcagniChief Investment Officer, Mercer Global Advisors Inc.
- Kimberly L. LorenzChief Compliance Officer, Mercer Global Advisors Inc.
- Mathew R. EncinoGeneral Counsel, Mercer Global Advisors Inc.
- Gary I. FoodimChief Marketing Officer, Mercer Global Advisors Inc.
4 more people named with Christine on the same filings, with titles and firms. Free in Atlas with a free account.
See all 9 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Christine’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.