Congratulations to TPC’s Matt Mercer, who was recently promoted to Chief Operating Officer (COO). Matt’s the person on our team who makes sure all of our back office operations run seamlessly, helping our advisors deliver the highest standard of service to clients. Matt oversees the hiring, training, and onboarding of all our operations staff. His duties include portfolio management, supervising trading activity, and overseeing the electronic movement of money on behalf of clients for things like distributions, contributions, rollovers, and transfers. Matt plays an integral role in our compliance program with a focus on ensuring client privacy, preventing identity theft, and maintaining cybersecurity. As you can see, we keep Matt busy, and we appreciate the valuable knowledge, experience, and positive attitude he brings to the office every day.
