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Susan Potter

Director at Mercer Investments

Officer record from the firm’s Form ADVForm ADV filed 11 August 2026

Susan Potter is Director of Mercer Investments LLC, a Boston investment adviser.

Role at Mercer Investments

Title on Schedule A
Director
Control
Susan Potter is a control person of Mercer Investments.
Ownership
An individual ownership band is not available in the source record.
Tenure
Susan Potter has held the filed role since March 2025.

The firm

Mercer Investments LLC
Boston, MA

Form ADV filed 11 August 2026

$226B AUM1,407 clients662 advisers26 offices

Career on record

The IAPD individual lookup on 18 October 2026 returned no individual record. This profile uses the firm’s Form ADV officer listing.

Registrations and exams

Individual registration and examination information for Susan Potter is unavailable. An officer title or CRD number does not by itself establish current investment adviser representative registration, and no registration or examination counts are inferred.

Officer record

Full name
Susan Potter
CRD
8063296
Firm
Mercer Investments LLC
Record basis
Form ADV officer listing
Firm bio
mercer.com

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Background

Mercer’s announcement says Susan Potter joined as US and Canada Chief Commercial Officer in 2019 after a 25-year career at Willis Towers Watson. Official firm biography

Common questions

Where does Susan Potter work?

Susan Potter has been Director of Mercer Investments LLC since March 2025, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 11 August 2026

Leadership at Mercer Investments

Sources

  1. IAPD individual lookup, CRD 8063296. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of Mercer Investments LLC, filed 11 August 2026. Title, control and ownership bands.
  3. Mercer Investments team page. Biography, education, credentials, awards.

Retrieved 18 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with Susan Potter or Mercer Investments LLC and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.