Pavilion, about our company and our values that enable us to provide strateigic, tailored non-profit investment consulting services to not-for-profit organizations.

Pavilion | About Us

Pavilion, about our company and our values that enable us to provide strateigic, tailored non-profit investment consulting services to not-for-profit organizations.

Mercer Pavilion Mercer Pavilion

Pavilion

Our primary mission is to support yours. We have a deep understanding of the not-for-profit sector and the personal touch that you desire.

About Us

At Pavilion, we focus on driving better financial and investment outcomes for our clients and their organizations. Using analysis and insights as catalysts for change, our goal is to anticipate and understand the unique aspects of each client’s situation, now and in the future. We see the needs of not-for-profit organizations through a lens of innovation. Our holistic view, specialized expertise and deep analytical rigor underpin the ideas and solutions we recommend. We turn our insights into actions, and your goals into accomplishments.

Our Values

Our Values

Passion

Innovation

Integrity

Dedication

Not-For-Profit Leadership

Our goal is to bring together the most talented consulting and research professionals who have the unique perspectives, backgrounds, and experience to guide our clients in their pursuit of innovative and impactful investment ideas and solutions.
Our diverse group of not-for-profit specialists —  with deep expertise in the healthcare, endowment, foundation and faith-based segments — unites in its passion to propel your organization’s mission forward while building customized solutions aimed at improving long-term investment outcomes.

 

Keith Mote, CFA

Not-for-Profit Business Leader


Jessica Portis, CFA

Not-for-Profit Consulting Services Leader


Alyssa Cheatham, CFA, CAIA

Healthcare Leader


Meggan O’Shea, CFA

Healthcare Leader


Chris Adkerson, CFA, CAIA

Endowment Leader


Texas Hemmaplardh, CFA

Endowment Leader


Russ LaMore, CFA, CAIA

Foundation Leader


Cori Trautvetter, CAIA

Foundation Leader


About Pavilion

As a leading not-for-profit investment consultant, we offer a full spectrum of research, advice and delegated solutions for healthcare, endowments, foundations and faith-based organizations.

115+

Dedicated not-for-profit investment professionals across the United States

$390 Billion

Under advisement in the not-for-profit marketplace

345

Not-for-profit organizations who have chosen Pavilion as their investment partner

$17 Billion

Under Management in delegated solutions from not-for-profit client partners

Please see Important notices for further information.

Services to be provided by Mercer Investments LLC, which is one of several, associated legal entities that provides investments services to clients as part of a global investment advisory and investment management business (collectively referred to as “Mercer”).

Please see “Important Notices” for more information on Assets Under Management and Assets Under Advisement.

Information above is as of December 31, 2017

 
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