Edelman Financial Engines Names Chief Retirement Officer
Edelman Financial Engines, the registered investment advisor and 401(k) managed account provider with over $336 billion in assets, has appointed Tina Wilson as its chief retirement officer, overseeing the firm’s workplace, retirement plan services and employee planning businesses.
The firm serves nearly 600 of the nation’s largest employers and more than 10 million retirement plan participants.
“By bringing these capabilities together under Tina’s leadership, we are positioning Edelman Financial Engines to serve more workplace savers, innovate faster, and create lifelong advice relationships that extend well beyond retirement planning,” said Ralph Haberli, CEO and president of Edelman Financial Engines.
Wilson joins from Empower, where she served as executive vice president and chief product officer, leading enterprise product strategy and innovation. She also served as CEO of Empower Advisory Group, the company’s RIA.
The firm also announced Kurt Fauerbach, senior vice president and head of workplace, will retire after 18 years. Fauerbach will serve in an advisory capacity through early 2027 to support a transition.
This follows news last month that EFE hired Christian Mango, a former senior vice president of corporate development at OneDigital, as senior vice president and retirement advisory practice lead. In the newly created role, Mango will work to strengthen the ties between Edelman’s workplace retirement benefits business and financial planning, participant engagement and personalized wealth advice.
The firm recently launched an integrated retirement solution for small and mid-sized businesses and their employees.
Mercer Advisors Appoints New Chief Platform Officer
Mercer Global Advisors Inc., a Denver-based RIA with $111 billion in client assets, appointed Cynthia Loh as chief platform officer, a new executive role responsible for the operating platform that anchors the firm’s client and advisor experience.
Loh will join the firm’s executive leadership team and lead a nationwide platform team spanning technology, digital product, design and operations. The firm has 1,730-plus employees and operates through more than 110 locations.
She most recently served as senior vice president and head of Beyond the Card at Capital One. Previously, she was head of product for Goldman Sachs’ Workplace Wealth, where she led the product organization behind the firm’s wealth offering for Fortune 1000 employers.
“Cynthia has spent her career at the intersection of advice, product and technology, building platforms that reach millions of investors without sacrificing the human relationship at the center,” said CEO Dave Welling, in a statement.
EP Wealth Expands Leadership Team With CFO and Chief Client Solutions Officer
EP Wealth Advisors, a Torrance, Calif.-based fee-only RIA with over $50.4 billion in assets under management, appointed John McConnell as chief financial officer and promoted Erin Voisin to chief client solutions officer as part of a series of executive, operating and board appointments.
McConnell joins from Crisp, a retail data platform, where he served as CFO.
Voisin had been serving as a managing director of wealth management services. In the new role, she’s been tasked with bringing together financial planning, tax, estate planning, family office, retirement plan, client service and investment capabilities, and make those easier for advisors to access.
EP Wealth has more than doubled in size since the end of 2023 and now serves more than 25,000 clients representing all 50 states, the company said. The firm includes more than 650 employees, 230 advisors and 65 offices nationwide.
The firm also appointed Troy Stevenson and Doug Ketterer as independent directors to its board of managers. Stevenson joins following nearly a decade leading global customer operations at Uber. Ketterer founded Atria Wealth Solutions in 2017 and served as its CEO and founding partner.
Composition Wealth Hires General Counsel and Head of Advisors
Composition Wealth, a Los Angeles-based RIA with over $12 billion in assets and 125 employees nationwide, appointed Gabrielle Glemann in the dual role of general counsel and chief compliance officer and Joe Salcido as head of advisors.
Glemann will lead the firm’s legal and compliance functions, partnering with executive leadership on governance, risk management and strategic growth. She joins from Cercano Management, an RIA, where she served as general counsel and partner. Previously, she was a director of legal and compliance at BlackRock.
Salcido will be responsible for working closely with advisors on organic growth, while offering coaching and delivering practice management support. He spent nearly 10 years at Edelman Financial Engines, most recently as regional director of wealth planning, where he led the southeast division of advisors.
Founded in 2007 as Miracle Mile Advisors, the firm has team locations in Baltimore/DC, Chicago, Columbus, Ohio, New York, San Diego, San Francisco and Seattle.
