Manager, Portfolio Operations
Current
Sep 2024 - Present
AeroLeads people directory · profile
Cathy H. Email & Phone Number
Manager, Portfolio Operations
at
Mercer Advisors
LinkedIn matched
✓ Verified Jul 2026
3 data sources
Profile completeness 86%
Current company
Role
Manager, Portfolio Operations
Location
United States
Company size
Who is Cathy H.? Overview
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Quick answer
Cathy H. is listed as Manager, Portfolio Operations at Mercer Advisors, a with 413 employees, based in United States. AeroLeads shows a matched LinkedIn profile for Cathy H..
Cathy H. previously worked as Lead Portfolio Operations Specialist at Mercer Advisors and Senior Portfolio Operations Specialist at Mercer Advisors. Cathy H. holds Bachelor Of Arts - Ba, Sociology from University Of Colorado Denver.
Company email context
Email format at Mercer Advisors
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Mercer Advisors
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Profile bio
About Cathy H.
Cathy H. is a Manager, Portfolio Operations at Mercer Advisors.
Current workplace
Cathy H.'s current company
Company context helps verify the profile and gives searchers a useful next step.
Mercer Advisors
8 roles
Cathy H. work experience
A career timeline built from the work history available for this profile.
Lead Portfolio Operations Specialist
Sep 2023 - Sep 2024
Senior Portfolio Operations Specialist
Sep 2021 - Sep 2023
Portfolio Operations Specialist I
Aug 2020 - Sep 2021
Matrix Financial Solutions - Client Service Specialist, Custody
May 2017 - Aug 2020
Matrix Financial Solutions - Client Service Specialist, Non-Custody
Mar 2012 - May 2017
Brokerage Operations Analyst
Mar 2009 - Mar 2012
Customer Service Representative
Sep 2007 - Mar 2009
Team & coworkers
Colleagues at Mercer Advisors
Other employees you can reach at merceradvisors.com. View company contacts for 413 employees →
EM
Ed Mink
Colleague at Mercer AdvisorsRising Sun, Maryland, United States
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RH
Remington Hock Sampson, Cfa
Colleague at Mercer AdvisorsJupiter, Florida, United States
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KA
Kaitlyn Asper
Colleague at Mercer AdvisorsGreater Philadelphia, United States
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JF
Joshua Fitch
Colleague at Mercer AdvisorsWashington Dc-Baltimore Area, United States
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AO
Adam Oliver, Cfp®
Colleague at Mercer AdvisorsDenver Metropolitan Area, United States
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JB
Jordyn Bunt, Mhr
Colleague at Mercer AdvisorsHouston, Texas, United States
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AD
Aileen Deutermann
Colleague at Mercer AdvisorsEssex, Connecticut, United States
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LD
Logan Donovan, Cfp®
Colleague at Mercer AdvisorsBoulder, Colorado, United States
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MO
Mattijs Ossorio
Colleague at Mercer AdvisorsLafayette, Colorado, United States
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EK
Evan Kennedy, Cfp®
Colleague at Mercer AdvisorsHerndon, Virginia, United States
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Ed Mink
Colleague at Mercer AdvisorsRising Sun, Maryland, United States
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RH
Remington Hock Sampson, Cfa
Colleague at Mercer AdvisorsJupiter, Florida, United States
View →
KA
Kaitlyn Asper
Colleague at Mercer AdvisorsGreater Philadelphia, United States
View →
JF
Joshua Fitch
Colleague at Mercer AdvisorsWashington Dc-Baltimore Area, United States
View →
AO
Adam Oliver, Cfp®
Colleague at Mercer AdvisorsDenver Metropolitan Area, United States
View →
JB
Jordyn Bunt, Mhr
Colleague at Mercer AdvisorsHouston, Texas, United States
View →
AD
Aileen Deutermann
Colleague at Mercer AdvisorsEssex, Connecticut, United States
View →
LD
Logan Donovan, Cfp®
Colleague at Mercer AdvisorsBoulder, Colorado, United States
View →
MO
Mattijs Ossorio
Colleague at Mercer AdvisorsLafayette, Colorado, United States
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EK
Evan Kennedy, Cfp®
Colleague at Mercer AdvisorsHerndon, Virginia, United States
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1 education record
Cathy H. education
FAQ
Frequently asked questions about Cathy H.
Quick answers generated from the profile data available on this page.
What company does Cathy H. work for?
Cathy H. works for Mercer Advisors.
What is Cathy H.'s role at Mercer Advisors?
Cathy H. is listed as Manager, Portfolio Operations at Mercer Advisors.
Where is Cathy H. based?
Cathy H. is based in United States while working with Mercer Advisors.
What companies has Cathy H. worked for?
Cathy H. has worked for Mercer Advisors, Broadridge, Tiaa, and Charles Schwab.
Who are Cathy H.'s colleagues at Mercer Advisors?
Cathy H.'s colleagues at Mercer Advisors include Ed Mink, Remington Hock Sampson, Cfa, Kaitlyn Asper, Joshua Fitch, and Adam Oliver, Cfp®.
How can I contact Cathy H.?
You can use AeroLeads to view verified contact signals for Cathy H. at Mercer Advisors, including work email, phone, and LinkedIn data when available.
What schools did Cathy H. attend?
Cathy H. holds Bachelor Of Arts - Ba, Sociology from University Of Colorado Denver.
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