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Luminaries 2026 Rising Star

Ellis, Drew

Director, Institutional Partnerships

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Luminaries 2026

RIAs: More Than $10 Billion AUM/AUA

Luminaries 2026 Impact Statement

Drew Ellis has helped transform Mercer Advisors’ approach to serving nonprofit organizations, building a nationally scalable Endowment & Foundation practice that delivers institutional-quality investment guidance alongside board governance support, educational programming, and fundraising-related strategic resources. Recognizing that many mission-driven organizations need more than investment management alone, the nominee led the redesign of Mercer Advisors’ Outsourced Chief Investment Officer (OCIO) offering to create a more holistic and differentiated client experience. To support growth and consistency nationwide, Drew developed a specialized nonprofit advisory practice that includes advisor education, certification, and ongoing training. Today, 31 advisors participate in the Endowment & Foundation Practice Lead team, enabling Mercer Advisors to provide dedicated expertise to nonprofit organizations across the country.