Evergreen Meridian was founded by three practitioners who have led enterprise programs across global capital markets, wealth management, and M&A integration, and who use AI tools daily in the way we recommend our clients should.
Our differentiator is the combination of financial services domain expertise and AI fluency. We integrate AI directly into core workflows including trading operations, compliance monitoring, advisor productivity, M&A integration, wealth onboarding, and retirement plan administration. We understand the regulatory, data, and operational realities.
To be the partner institutions trust when the stakes are high and execution matters most.
To lead the evolution of financial services consulting by combining deep domain experience with purposeful AI enablement.
Domain expertise forged within the world's leading financial institutions, including JPMorgan, Citigroup, Barclays, Broadridge, Charles Schwab, Morgan Stanley, Credit Suisse, BNY Mellon, and Cetera.
AI creates value only when it delivers measurable outcomes. We focus on proven impact, accelerating analysis, enhancing risk visibility, and streamlining reporting cycles applying with rigor and judgement.
Programs are measured by outcomes, not intent. We apply enterprise-grade governance, rigorous control of risk and budgets, and decisive execution to keep complex initiatives on plan and fully accountable.
We collaborate closely with your team as trusted partners. We understand your constraints, align with your culture, and share ownership of outcomes by leaving your organizations stronger.
Evergreen Meridian helps financial services firms deliver transformative outcomes through experienced leadership and disciplined execution. We provide direct access to seasoned practitioners without the complexity and overhead of traditional consulting models.
Principal, Enterprise Change and Program Management
Abe Gjura is a senior enterprise transformation leader and AI enablement practitioner who drives large-scale business and technology change across financial services.
He brings 25+ years of institutional expertise in capital markets and wealth management, helping firms modernize operating models, integrate next-generation AI capabilities, and deliver measurable outcomes in highly regulated environments.
Principal, Program Architect and Project Management
Marcus Mernitz is a senior program and project management practitioner who leads complex strategy and technology initiatives across wealth management, banking, and retirement.
With 18+ years of experience, he is recognized for executing large-scale programs with precision, stability, and AI-enhanced execution that strengthens visibility, decision-making, and enterprise-wide impact.
Principal, Enterprise Data and Project Management
Erick Weber is a senior project manager and capital markets technology practitioner known for leading complex platform implementations, trading system transformations, and enterprise data migrations across wealth management and electronic trading.
Over 25+ years of sell-side experience and hands-on technical delivery, he aligns technical teams and executive stakeholders to drive confident execution and measurable outcomes on high-stakes modernization initiatives.
Our team has been trusted to lead some of the industry's most challenging initiatives, from enterprise integrations and platform transformations to trading technology and infrastructure modernization.
If you are navigating a complex transformation, and you want practitioners who have done it at the highest levels, let us talk.
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