Investment Team

Successful, long-term investing requires patience, discipline, and a sense of financial history. Our investment team has more than 70 years of combined experience.

Henry D. Mercer, III

Henry D. Mercer, III is President and Chief Investment Strategist of Mercer Capital Advisers, Inc., which he founded in 1999. Mr. Mercer began his investment career in 1979 at Tucker, Anthony & R.L. Day, Inc. in New York. Prior to the formation of Mercer Capital, he was President of Mercer, Bokert, Buckman, and Reid, Inc., where he managed the firm’s investment advisory division and edited an investment strategy newsletter, The Mercer Report. Mr. Mercer also authors Mercer Capital's quarterly investment strategy commentary and has been quoted in trade publications such as Barron's, Forbes, and Fortune. He is a member of the Board of Trustees of Monmouth University.

John D. Dale, Jr.

John D. Dale, Jr. joined Mercer Capital in 2000 as a Portfolio Manager. He maintains client relationships and participates in the investment strategy process. Mr. Dale entered the investment business in 1981 at Burgess & Leith. After affiliating with Fahnestock & Co., he worked as a Managing Director of Barclay Investments in New York starting in 1985. In 1995 he became an investment executive with Mercer, Bokert, Buckman & Reid, Inc. Mr. Dale is a graduate of the Wharton School at the University of Pennsylvania and also holds Fine Arts and Architecture degrees from the Rhode Island School of Design. He has served as a trustee at Choate Rosemary Hall and co-chair of the Cancer Survivor Initiative at Memorial Sloan Kettering.

Guy Smith

Guy F. Gallo joined Mercer Capital in 2007 as a Portfolio Manager. He has a thorough knowledge of the equity and fixed income markets. Mr. Gallo began his investment career in 1981 at Thomson McKinnon Securities. Prior to joining Mercer Capital, he was a Vice President of Buckman, Buckman & Reid Inc., where he served as an investment executive from 1989 to 2007. Mr. Gallo is a graduate of the University of Florida.