Vice President Of Strategy And Analytics
CurrentAs a member of the Mercer Senior Leadership Team, I manage the team responsible for business intelligence, reporting, analysis, firm strategy, and strategic initiatives.
Apr 2020 - Present
AeroLeads people directory · profile
Tim Forest Email & Phone Number
Vice President of Strategy and Analytics
at
Mercer Advisors
LinkedIn matched
✓ Verified Jul 2026
3 data sources
Profile completeness 86%
Current company
Role
Vice President of Strategy and Analytics
Location
San Francisco, California, United States
Company size
Who is Tim Forest? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Tim Forest is listed as Vice President of Strategy and Analytics at Mercer Advisors, a with 413 employees, based in San Francisco, California, United States. AeroLeads shows a matched LinkedIn profile for Tim Forest.
Tim Forest previously worked as Managing Director at Devoe & Company and Founder and President at Resolved Consulting, Llc. Tim Forest holds Master Of Business Administration (Mba) from Stanford University Graduate School Of Business.
Company email context
Email format at Mercer Advisors
This section adds company-level context without repeating Tim Forest's masked contact details.
Mercer Advisors
Review company-level records connected to Tim Forest before choosing the right outreach path.
Profile bio
About Tim Forest
Experienced advisory and wealth management industry executive with expertise in business intelligence, strategy, management consulting and investment banking.I’m a proven leader and problem solver, having worked in diverse settings to help business leaders tackle their hardest problems. I've always thrived in cross-functional and team-based settings, bringing the best work of the group forward. As an individual, I am a data junkie, lighting-fast at spotting trends and turning those insights into clear, actionable recommendations. I am a strong facilitator, communicator and writer.Over 20 years experience at industry leading firms including McKinsey & Company, Charles Schwab, DeVoe & Company and Mercer Advisors. I graduated magna cum laude, Phi Beta Kappa from Pomona College with a degree in economics and earned my MBA from Stanford Graduate School of Business.
Current workplace
Tim Forest's current company
Company context helps verify the profile and gives searchers a useful next step.
Mercer Advisors
7 roles
Tim Forest work experience
A career timeline built from the work history available for this profile.
Managing Director
Served wealth management industry clients including consulting, valuation and investment banking engagements.
Mar 2014 - Apr 2020
Founder And President
Resolved Consulting, Llc
Served financial services industry clients in a consulting capacity. Projects included incentive compensation plan design and administration, firm performance metrics and KPIs, leadership dashboards, client lifecycle financial analysis, strategic planning, and new market opportunities.
Jan 2014 - Apr 2020
Managing Director, Advisor Services
Led the team that develops practice management resources, whitepapers and programs for RIA clients, delivered through a 100+ person institutional sales and consulting channel. Created and authored Schwab's annual RIA Benchmarking Study, the leading and most influential study in the RIA industry today.
Aug 2004 - Jul 2013
Director, Retail Brokerage Strategy
Led strategy projects and made recommendations to senior retail brokerage executives. Key projects included leading enterprise-wide incentive compensation development; identification of branch openings and closures; developing the service model for new advice offers; and creating a management dashboard and KPIs for monthly executive meetings.
Aug 2001 - Aug 2004
Senior Associate
Member of strategic consulting client service teams on over a dozen projects with an emphasis on strategy projects in financial services and technology. Clients included Fortune 500 retail banks, investment firms, insurance companies, a medical devices manuacturer, and a software developer.
Jul 1999 - Aug 2001
Business Analyst
Jul 1995 - Jun 1997
Team & coworkers
Colleagues at Mercer Advisors
Other employees you can reach at merceradvisors.com. View company contacts for 413 employees →
MF
Madelyn Fritz
Colleague at Mercer AdvisorsMesa, Arizona, United States
View →
KS
Kate Schelonka
Colleague at Mercer AdvisorsBoulder, Colorado, United States
View →
ME
Mark Ericson, Cfp®
Colleague at Mercer AdvisorsWalnut Creek, California, United States
View →
JD
Jerry D.
Colleague at Mercer AdvisorsSan Francisco, California, United States
View →
KP
Kelly Palmer
Colleague at Mercer AdvisorsSanta Barbara, California, United States
View →
LP
Loren Pierson
Colleague at Mercer AdvisorsBellevue, Washington, United States
View →
JB
Jennifer Baick, Mba, Cfp®, Cdfa®
Colleague at Mercer AdvisorsFairfax, Virginia, United States
View →
CM
Connor Maloney, Mba
Colleague at Mercer AdvisorsGreater Chattanooga, United States
View →
CH
Cynthia Hiromitsu
Colleague at Mercer AdvisorsDenver, Colorado, United States
View →
NH
Nadia H.
Colleague at Mercer AdvisorsWalnut Creek, California, United States
View →
Madelyn Fritz
Colleague at Mercer AdvisorsMesa, Arizona, United States
View →
KS
Kate Schelonka
Colleague at Mercer AdvisorsBoulder, Colorado, United States
View →
ME
Mark Ericson, Cfp®
Colleague at Mercer AdvisorsWalnut Creek, California, United States
View →
JD
Jerry D.
Colleague at Mercer AdvisorsSan Francisco, California, United States
View →
KP
Kelly Palmer
Colleague at Mercer AdvisorsSanta Barbara, California, United States
View →
LP
Loren Pierson
Colleague at Mercer AdvisorsBellevue, Washington, United States
View →
JB
Jennifer Baick, Mba, Cfp®, Cdfa®
Colleague at Mercer AdvisorsFairfax, Virginia, United States
View →
CM
Connor Maloney, Mba
Colleague at Mercer AdvisorsGreater Chattanooga, United States
View →
CH
Cynthia Hiromitsu
Colleague at Mercer AdvisorsDenver, Colorado, United States
View →
NH
Nadia H.
Colleague at Mercer AdvisorsWalnut Creek, California, United States
View →
2 education records
Tim Forest education
Master Of Business Administration (Mba)
Bachelor Of Arts (Ba), Mathematical Economics
FAQ
Frequently asked questions about Tim Forest
Quick answers generated from the profile data available on this page.
What company does Tim Forest work for?
Tim Forest works for Mercer Advisors.
What is Tim Forest's role at Mercer Advisors?
Tim Forest is listed as Vice President of Strategy and Analytics at Mercer Advisors.
Where is Tim Forest based?
Tim Forest is based in San Francisco, California, United States while working with Mercer Advisors.
What companies has Tim Forest worked for?
Tim Forest has worked for Mercer Advisors, Devoe & Company, Resolved Consulting, Llc, Charles Schwab, and Mckinsey & Company.
Who are Tim Forest's colleagues at Mercer Advisors?
Tim Forest's colleagues at Mercer Advisors include Madelyn Fritz, Kate Schelonka, Mark Ericson, Cfp®, Jerry D., and Kelly Palmer.
How can I contact Tim Forest?
You can use AeroLeads to view verified contact signals for Tim Forest at Mercer Advisors, including work email, phone, and LinkedIn data when available.
What schools did Tim Forest attend?
Tim Forest holds Master Of Business Administration (Mba) from Stanford University Graduate School Of Business.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trialPeople with similar names
Check these profiles if this is not the Tim Forest you were looking for.
View similar profiles
