Rich is Executive Director, Investments and Global Chief Investment Strategist for Mercer. He works with some of Mercer’s largest, most sophisticated clients, and is accountable for Mercer’s “innovation agenda." Over the last 30+ years, Rich has provided investment advice to clients in more than 20 countries, including many of the world’s largest institutional investors. He has also led social security and other long term savings reform projects in five countries and one US state. Rich has led Mercer’s work in several projects with the World Economic Forum, including work related to transformational investment, and to the longevity economy. Rich was President of Mercer’s Investments & Retirement business and a member of Mercer’s Executive Leadership team from 2017 to 2022. Prior to that, he led Mercer’s investment management business globally and served in various other leadership capacities while based in Tokyo, Singapore and New York, including serving as global Chief Investment Officer for Mercer’s investment management business, which has more than $630 billion in AUM. Rich holds an MBA (with high honors) in analytic finance and accounting from the University of Chicago and a bachelor’s degree (with honors) in mathematical sciences and mathematical economic analysis from Rice University in Houston, Texas. Rich also did graduate work in international economics at Tokyo University. He is a CFA® charter holder and a member of the CFA Institute.