Daniel Leaven is a Principal, US Financial Intermediaries at Mercer, where he focuses on business development and strategy for the firm’s Wealth Management business. He consults with RIAs, broker-dealers, banks, trust companies, and multi-family offices, bringing more than a decade of experience serving firms across the wealth management channel.
Prior to joining Mercer, Daniel held roles at Apollo, Griffin Capital, and Morgan Stanley. At Apollo, he was a member of the Strategic Accounts team and served as an RIA specialist. At Griffin Capital, he was Associate Vice President of the Institutional Advisor Group, where he supported advisor relationships and institutional distribution efforts.
Daniel earned a bachelor’s degree in economics from Xavier University and holds the CAIA designation.