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.
The financial services market is full of consultants who know the industry but do not understand AI, and AI consultants who understand the technology but do not know financial services. Evergreen Meridian is built at the intersection of both.
Three founders with institutional-grade financial services credentials and genuine, active AI fluency, capable of leading a program, delivering an integration, and helping a client build an adoption roadmap without switching firms.
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 that generic AI consultants overlook, making our guidance materially more practical and valuable.
To be the most trusted program management and AI enablement partner in financial services.
To lead the evolution of financial services consulting by combining deep domain experience with purposeful AI enablement.
Our founding partners bring deep institutional experience with strong program and project management leadership. We apply disciplined AI tools and methodologies to enhance complex enterprise delivery, driving scalable outcomes with secure, responsible execution.
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.
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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