Director of Corporate Responsibility, Mercer Advisors
Judy McNary, CFP® is the Director of Corporate Responsibility for Mercer Advisors. In this role, she leads Mercer 2030, the company’s program, based on the UN SDGs, which incorporates sustainability, innovation, and inclusivity as core components of the firm’s commitment to responsible growth. Additionally, she leads Mercer’s ESG Investments Steering Group where she helps research investments, provides training and education on ESG Investing. She is a member of the DFA Sustainability Council. Previously, Judy was a Founding Partner and Wealth Manager with Confluence Financial Advisors, a firm that merged with Mercer Advisors in 2019. She speaks regularly on ESG, sustainable, and impact investing and has been profiled in the Wall Street Journal, Money magazine, and numerous other publications.
Judy transitioned to financial planning after a successful career in high technology. She co founded, built, and sold two software companies; highlights include being profiled by Entrepreneur Magazine as one of “The Top 40 Under 40” and earning ‘Best of COMDEX’ and Rosling awards for innovation. She holds a bachelor’s degree from the University of Colorado where she majored in Economics and Geography, with a minor in Computer Science. She earned an MBA/Finance from the University of Colorado and a MS in Personal Financial Planning from the College for Financial Planning. Currently she is an adjunct professor at the University of Colorado Leeds School of Business where she teaches the capstone course for students in the Personal Financial Planning program. The energy and dedication she sees in her students gives her tremendous hope for our future.
A life-long advocate for the environment, Judy is especially passionate about working to preserve our planet’s oceans. She is a PADI Scuba Instructor and a member of the Advisory Council for the Coral Reef Alliance. When not in the water, she enjoys skiing, cycling, and travel.
As the financial risks posed by climate change become clearer, it becomes more and more important for advisors to cultivate the technical awareness to support their clients. But what does it take to become .....