David Boatwright, CFA

David Boatwright, CFA, is the Global Investments Head of Technology Strategy at Mercer, a position he assumed in May 2023.1 He is based in Boston and brings over 25 years of experience in developing investment management applications.1

In his role at Mercer, Boatwright is responsible for aligning the company's digital and technology capabilities with the needs of sophisticated institutional investors.1 He reports to Rob Hussey, Mercer's Chief Information Officer, and Carol Ann McMahon, Mercer's Global Chief Operating Officer for Investments.1

Prior to joining Mercer, Boatwright worked at State Street Global Advisors, where he held the position of Managing Director of Technology Strategy, Architecture, and Business Management.1 This background in a major financial institution has equipped him with valuable expertise in investment technology strategies.

Boatwright's appointment is part of Mercer's efforts to strengthen its senior leadership team and enhance its technological capabilities in the investment sector.3 His role is crucial in evolving Mercer's OCIO (Outsourced Chief Investment Officer) operations and delivery model, as well as increasing the company's technology agility.1

As a CFA (Chartered Financial Analyst) charterholder, Boatwright possesses a strong foundation in investment analysis and portfolio management, which complements his technology expertise.2 This combination of financial and technological knowledge positions him well to drive innovation in Mercer's investment technology strategies.