Christine Cataldo, CFP®, CRPS® in

Christine Cataldo, CFP®, CRPS®

Login to view DISC.
Chief Technology & Digital Officer at Mercer Advisors
📍 Washington DC-Baltimore Area, United States

Christine Cataldo is the Chief Technology & Digital Officer at Mercer Advisors, driving strategy across financial services, M&A, and operations. A graduate of William & Mary, she holds multiple certifications, including Certified Financial Planner and a Certificate in Blockchain and Digital Assets, highlighting her deep industry expertise.

Passionate about empowering female executives, Christine is a founding member of Chief, a private network designed to help senior women leaders strengthen their leadership journeys, share ideas across industries, and drive change from the top down.

She recently earned a specialized certificate in Blockchain and Digital Assets, signaling a forward-looking approach to financial technology.

Read the full overview →
Experience
16 Years
Current Role
Chief Technology & Digital Officer
Job Level
Leadership
Location
Washington DC-Baltimore Area, United States
Personality Overview

How Christine shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

Login to view personality overview.
Priorities

Topics Christine cares about

Women in Leadership
As a founding member of Chief, she is dedicated to a network built to drive more women into positions of power and keep them there.
M&A Integration
Oversees technology and operations in a high-growth M&A environment and frequently posts about hiring for M&A data integrity roles.
+5 more topics Login to view topics
Career

Work history

6-2021
Chief Technology & Digital Officer
Mercer Advisors
3-2021
Founding Member
Chief
12-2016 - 4-2021
Chief Operations & Technology Officer
Edelman Financial Engines
12-2013 - 4-2021
Chief Information Officer
Edelman Financial Engines
1-2013 - 4-2021
Chief Operations Officer
Edelman Financial Engines
In the press

Media appearances

Mercer Advisors On Building A Leading Wealth Platform. Featured in RIA Channel
See now
The AI Integration Playbook: 5 Lessons from Mercer Advisors’ Technology and Digital Team. Featured in Future Proof
+4 more appearances Login to view media
Education
1995 - 1999
Bachelor of Business Administration (B.B.A.)
William & Mary
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

Login to view DISC.

Other Mercer Advisors Employees

Explore more public profiles from related professionals.

More profiles

Discover additional public profiles from our index.

Unlock the full playbookSee exactly how to sell to Christine. Free, 10 seconds.