Senior Vice President And Relationship Manager
Current
Jul 2016 - Present
AeroLeads people directory · profile
Peter Ip, Cfp®, Ctfa Email & Phone Number
Senior Vice President and Relationship Manager at Mercer Advisors
at
Mercer Advisors
1 work email found
@merceradvisors.com
1 phone found area 713
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 86%
Current company
Role
Senior Vice President and Relationship Manager at Mercer Advisors
Location
Houston, Texas, United States
Company size
Who is Peter Ip, Cfp®, Ctfa? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Peter Ip, Cfp®, Ctfa is listed as Senior Vice President and Relationship Manager at Mercer Advisors at Mercer Advisors, a company with 413 employees, based in Houston, Texas, United States. AeroLeads shows a work email signal at merceradvisors.com, phone signal with area code 713, and a matched LinkedIn profile for Peter Ip, Cfp®, Ctfa.
Peter Ip, Cfp®, Ctfa previously worked as Senior Vice President and Relationship Manager at Mercer Advisors and Senior Vice President & Relationship Manager at Kanaly Trust, Lta. Peter Ip, Cfp®, Ctfa holds Bachelor Of Business Administration, Finance from University Of Houston.
Company email context
Email format at Mercer Advisors
This section adds company-level context without repeating Peter Ip, Cfp®, Ctfa's masked contact details.
*@merceradvisors.com
71% confidence
AeroLeads found 1 current-domain work email signal for Peter Ip, Cfp®, Ctfa. Compare company email patterns before reaching out.
Profile bio
About Peter Ip, Cfp®, Ctfa
Mercer Advisors is a comprehensive wealth management firm managing and advising over $15 billion of assets. We provide a wide array of investment management, financial and estate planning, and trustee services for the client families we serve. Our core values include a commitment to avoiding conflicts of interest, recognizing the importance of thoughtful planning to achieve long‐term goals, and understanding that the needs and requirements of families constantly change over time. For over 40 years, we have served as the trusted advisor for client families from one generation to the next. For more information, visit www.merceradvisors.com.
Current workplace
Peter Ip, Cfp®, Ctfa's current company
Company context helps verify the profile and gives searchers a useful next step.
Mercer Advisors
2 roles
Peter Ip, Cfp®, Ctfa work experience
A career timeline built from the work history available for this profile.
Senior Vice President & Relationship Manager
Kanaly Trust, Lta
Mar 1988 - Jul 2016
Team & coworkers
Colleagues at Mercer Advisors
Other employees you can reach at merceradvisors.com. View company contacts for 413 employees →
AA
Amber Adams
Colleague at Mercer Advisors
Englewood, Colorado, United States, United States
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WS
William Starnes, Cfp®, Mtax, Chfc
Colleague at Mercer Advisors
Hockessin, Delaware, United States, United States
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AL
Adam Long
Colleague at Mercer Advisors
Claymont, Delaware, United States, United States
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MM
Michon Mccabe
Colleague at Mercer Advisors
Portland, Oregon, United States, United States
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GM
Giuliana Malagoni, Mba
Colleague at Mercer Advisors
Denver, Colorado, United States, United States
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CM
Charles Mardock
Colleague at Mercer Advisors
Denver Metropolitan Area, United States
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MS
Michelle Soucie Fpqp
Colleague at Mercer Advisors
Ann Arbor, Michigan, United States, United States
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AD
Anita Duncan
Colleague at Mercer Advisors
Denver, Colorado, United States, United States
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ZB
Zach Butler
Colleague at Mercer Advisors
Boulder, Colorado, United States, United States
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BC
Barry Cohen
Colleague at Mercer Advisors
Valley Stream, New York, United States, United States
View →
Amber Adams
Colleague at Mercer Advisors
Englewood, Colorado, United States, United States
View →
WS
William Starnes, Cfp®, Mtax, Chfc
Colleague at Mercer Advisors
Hockessin, Delaware, United States, United States
View →
AL
Adam Long
Colleague at Mercer Advisors
Claymont, Delaware, United States, United States
View →
MM
Michon Mccabe
Colleague at Mercer Advisors
Portland, Oregon, United States, United States
View →
GM
Giuliana Malagoni, Mba
Colleague at Mercer Advisors
Denver, Colorado, United States, United States
View →
CM
Charles Mardock
Colleague at Mercer Advisors
Denver Metropolitan Area, United States
View →
MS
Michelle Soucie Fpqp
Colleague at Mercer Advisors
Ann Arbor, Michigan, United States, United States
View →
AD
Anita Duncan
Colleague at Mercer Advisors
Denver, Colorado, United States, United States
View →
ZB
Zach Butler
Colleague at Mercer Advisors
Boulder, Colorado, United States, United States
View →
BC
Barry Cohen
Colleague at Mercer Advisors
Valley Stream, New York, United States, United States
View →
1 education record
Peter Ip, Cfp®, Ctfa education
FAQ
Frequently asked questions about Peter Ip, Cfp®, Ctfa
Quick answers generated from the profile data available on this page.
What company does Peter Ip, Cfp®, Ctfa work for?
Peter Ip, Cfp®, Ctfa works for Mercer Advisors.
What is Peter Ip, Cfp®, Ctfa's role at Mercer Advisors?
Peter Ip, Cfp®, Ctfa is listed as Senior Vice President and Relationship Manager at Mercer Advisors at Mercer Advisors.
What is Peter Ip, Cfp®, Ctfa's email address?
AeroLeads has found 1 work email signal at @merceradvisors.com for Peter Ip, Cfp®, Ctfa at Mercer Advisors.
What is Peter Ip, Cfp®, Ctfa's phone number?
AeroLeads has found 1 phone signal(s) with area code 713 for Peter Ip, Cfp®, Ctfa at Mercer Advisors.
Where is Peter Ip, Cfp®, Ctfa based?
Peter Ip, Cfp®, Ctfa is based in Houston, Texas, United States while working with Mercer Advisors.
What companies has Peter Ip, Cfp®, Ctfa worked for?
Peter Ip, Cfp®, Ctfa has worked for Mercer Advisors and Kanaly Trust, Lta.
Who are Peter Ip, Cfp®, Ctfa's colleagues at Mercer Advisors?
Peter Ip, Cfp®, Ctfa's colleagues at Mercer Advisors include Amber Adams, William Starnes, Cfp®, Mtax, Chfc, Adam Long, Michon Mccabe, and Giuliana Malagoni, Mba.
How can I contact Peter Ip, Cfp®, Ctfa?
You can use AeroLeads to view verified contact signals for Peter Ip, Cfp®, Ctfa at Mercer Advisors, including work email, phone, and LinkedIn data when available.
What schools did Peter Ip, Cfp®, Ctfa attend?
Peter Ip, Cfp®, Ctfa holds Bachelor Of Business Administration, Finance from University Of Houston.
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