David Barton

David Barton Email and Phone Number

Vice Chairman, Mergers & Acquisitions Deal Team Leader at Mercer Advisors @ Mercer Advisors
denver, colorado, united states
David Barton's Location
United States, United States
David Barton's Contact Details
About David Barton

David Barton has held many senior leadership positions at Mercer Advisors including CEO for 9 years (2008-2017), President and General Counsel. David was the architect of Mercer Advisors’ Family Office business model, created its high quality / institutionalized service model, developed referral partnerships with TD Ameritrade, Schwab, Scottrade, etc., making Mercer Advisors one of the fastest organic growing RIAs in the United States.Mr. Barton stepped down as CEO in late 2017 to focus on and lead M&A for Mercer Advisors. Since then, Mercer Advisors has become a leading acquirer completing 81 acquisitions with over $40 billion in acquired AUM. Mr. Barton was named “2018 M&A Leader of the Year”, and also won “2020 Best M&A Deal of the Year”. Mr. Barton was a successful trial attorney in California before joining Mercer Advisors.

David Barton's Current Company Details
Mercer Advisors

Mercer Advisors

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Vice Chairman, Mergers & Acquisitions Deal Team Leader at Mercer Advisors
denver, colorado, united states
Website:
merceradvisors.com
Employees:
413
David Barton Work Experience Details
  • Mercer Advisors
    Vice Chairman
    Mercer Advisors Jun 2017 - Present
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  • Mercer Advisors
    President & Ceo
    Mercer Advisors May 2008 - Jun 2017
    View

David Barton Skills

Investment Advisory Wealth Management Leadership Strategic Planning 401k Business Planning Retirement Planning Investments Portfolio Management Asset Allocation Investment Strategies Series 7 Securities Mutual Funds Financial Advisory Retirement Financial Services Alternative Investments Asset Management Investment Management Trial Attorney 1992 2004 Equities Mergers And Acquisitions Strategic Financial Planning Wealth Management Services Series 24 High Net Worth Individuals Relationship Management Separately Managed Accounts Personal Financial Planning Estate Planning Certified Financial Planner Pensions Retirement Plan Consulting Etfs 401k Rollovers Venture Capital Investor Relations Hedge Funds Series 65 Series 63 Finra Uniform Combined State Law Iras Finance Private Equity Insurance

David Barton Education Details

Frequently Asked Questions about David Barton

What company does David Barton work for?

David Barton works for Mercer Advisors

What is David Barton's role at the current company?

David Barton's current role is Vice Chairman, Mergers & Acquisitions Deal Team Leader at Mercer Advisors.

What is David Barton's email address?

David Barton's email address is da****@****cer.com

What is David Barton's direct phone number?

David Barton's direct phone number is +180556*****

What schools did David Barton attend?

David Barton attended University Of The Pacific - Mcgeorge School Of Law, University Of California, Irvine.

What skills is David Barton known for?

David Barton has skills like Investment Advisory, Wealth Management, Leadership, Strategic Planning, 401k, Business Planning, Retirement Planning, Investments, Portfolio Management, Asset Allocation, Investment Strategies, Series 7.

Who are David Barton's colleagues?

David Barton's colleagues are Stacy Reen, John P. Middleton, Cfa®, Cfp®, Caia, Aif®, Deb Atwater Robles, William Starnes, Cfp®, Mtax, Chfc, Sarah Berry, Cfp®, Christina Cochran, Tunia Mycyk, Crps® Aif®.

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