Kyle David

Background

About Kyle David

Kyle C. David is an Investment Director in Mercer’s Investment business. In his current role, Kyle oversees Mercer's business development efforts across the West. Kyle works with institutional clients to custom tailor investment and retirement programs to fit their specific needs. Previously, Kyle was a Principal and Senior Investment Consultant in Mercer’s Wealth practice. He worked with qualified DC and DB plans and provided advisory services in plan design, investment consulting, benchmark studies, vendor reviews and fee analysis. He regularly met with Investment Committees and worked with Plan Sponsors to assist with their fiduciary responsibilities. Kyle has over 15 years experience in retirement plans and investments. Before joining Mercer, Kyle led the Mid-market and Bank Partner divisions of Empower Retirement where he oversaw the operations of over 1,500 retirement plans. Kyle is a Registered Investment Advisory Representative that holds his Series 7 and 63 licenses with the Financial Industry Regulatory Authority (FINRA) and his state insurance licenses. Kyle has also completed the Accredited Investment Fiduciary® (AIF) program through the Center for Fiduciary Studies and the Professional Plan Consultant® (PPC) program through Financial Service Standards.