Jimmy serves as Chief Corporate Development Officer at Mercer Advisors focused on building enduring partnerships, supporting advisory teams, and helping Mercer remain a partner of choice for clients and fiduciary professionals. Previously he led McKinsey’s North American Retirement Practice and advised on more than 50 M&A transactions, including landmark acquisitions across wealth management and wealth technology.
From 2010 to 2018, Jimmy served as Board Treasurer of Dynamic Forms, a 501(c)(3) nonprofit that delivers afterschool arts programming to New York City public schools. As Treasurer, he oversaw the organization’s financial management and led the annual independent audit process.
Jimmy became a Chartered Financial Analyst (CFA) in 2012 and graduated from Harvard College and Columbia Business School. In his free time, he enjoys playing golf, reading non-fiction, and raising two young Mets fans in Boston.