November 18 - 19, 2025
New Orleans, LA
Jeffrey R. Coleman is a Partner and Head of Investment Operations at Mercer and has responsibility for Fund Administration, DB/DC and Not For Profit Trading Operations, Client Billing, and Vendor Oversight. Jeff also serves as the CFO and Treasurer for Mercer’s Mutual Fund Family.
Jeff joined Mercer in July 2019. Prior to joining Mercer, Jeff was in Asset Management Corporate Audit at Fidelity Investments, and was Fund CFO/Treasurer and Head of Operations for BofA Global Capital Management. Jeff as held various leadership and officer roles ad Columbia Management and NATIXIS Asset Management and has been responsible for investment operations including fund administration, fund accounting, custody, transfer agency, trading and Board management during his 31 years within the asset management industry.
Jeff graduated from Suffolk University with a Masters in Taxation and from the University of Massachusetts with a Bachelor’s in Finance.
Check out the incredible speaker line-up to see who will be joining Jeff.
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