Gregg Sommer, CAIA

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Gregg Sommer, CAIA

Gregg is Mercer’s US Financial Intermediaries Leader and Head of Mercer Sentinel ODD. He joined Mercer’s Wealth-Investments business in 2009.

Gregg began his career at U.S. Trust and over the last 35 years has held several executive positions in the investment industry. He has a comprehensive investment, business, and risk management background and has managed many successful investment teams focused on risk assessment, asset allocation, due diligence, portfolio management, organizational evaluation, and financial analysis across both private and public investment strategies. Gregg served as Chief Financial and Operating Officer of a firm that managed real estate and private equity and debt portfolios and has been a Principal and Portfolio Risk Officer for RCM, a Commodity Trading Advisor. Additionally, he was a founding Partner at Global Trading Partners, a trading firm focused on global market relationships.

Gregg received a BA degree from Emory University and an MBA in Finance from Fordham University’s Graduate School of Business. He also holds the Chartered Alternative Investment Analyst (CAIA) designation and is a member of the CAIA Association.

Gregg is a frequent speaker at industry conferences and is a member of Mercer’s Wealth Management Strategic Research Committee, Investment Policy Committee, and chairs Mercer Sentinel’s Operational Risk Assessment Ratings Committee.