EDELMAN FINANCIAL ENGINES - Key Persons
Job Titles:
- Director, Financial Planning
Job Titles:
- Director, Financial Planning
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- Director, Financial Planning
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- Executive Director, Financial Planning
Job Titles:
- Director, Financial Planning
Job Titles:
- Director, Financial Planning
Job Titles:
- Director, Financial Planning
Job Titles:
- Executive Director, Financial Planning
Job Titles:
- Director, Financial Planning
Job Titles:
- Executive Director, Financial Planning
Job Titles:
- Director, Financial Planning
Job Titles:
- Director, Financial Planning
Job Titles:
- Director, Financial Planning
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- Director, Financial Planning
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- Director, Financial Planning
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- Executive Director, Financial Planning
Job Titles:
- Executive Vice President of Investment Management & Chief Investment Officer
Chris received master's degrees in Business Technology and Engineering-Economic Systems, and a bachelor's degree in Quantitative Economics, all from Stanford University.
Christopher has championed a personalized, rigorous approach to investment management and a strong commitment to a fiduciary standard of care.
Job Titles:
- Director, Financial Planning
Job Titles:
- Executive Director, Financial Planning
Job Titles:
- Director, Financial Planning
Job Titles:
- Director, Financial Planning
Job Titles:
- Director, Financial Planning
Job Titles:
- Director, Financial Planning
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- Executive Director, Financial Planning
Job Titles:
- Director, Financial Planning
Job Titles:
- Director, Financial Planning
Job Titles:
- Executive Director, Financial Planning
Job Titles:
- Director, Financial Planning
Job Titles:
- Executive Director, Financial Planning
Job Titles:
- Director, Financial Planning
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- Executive Vice President / Head of Wealth Planning and Marketing
- Executive Vice President and Head of Retail & Marketing
Since joining Edelman Financial Engines, and throughout his career, Jason Van de Loo has transformed the client experience. After joining the firm in 2014 and serving as our chief marketing officer, Jason reinvented our strategy and led a team that amplified our clients' voices to help us better serve the needs of 1.3 million clients. As our head of Wealth Planning & Marketing, Jason is focused on building our brand, driving new client acquisition and delivering the industry's premier client experience. He leads a diverse, nationwide team of planners, client service staff, marketers, designers and communicators.
Jason brings nearly 20 years of experience driving client-centric innovation and growth. He served as the head of marketing for Capella University, overseeing product strategy, brand development and client acquisition during a period that saw Capella grow to 40,000 online students. Jason leveraged that experience as a founding executive and CMO of Everspring, an EdTech startup partnering with leading universities to build online degree programs. In addition to his work with Edelman Financial Engines, Jason has served on the Board of Directors of CaringBridge, a global nonprofit that creates private social networks to help families navigate health journeys, and TreeHouse, an organization transforming the lives of at-risk teens in the Twin Cities.
Jason holds a master's in business administration and a Bachelor of Science in business, both with high distinction, from the Carlson School of Management at the University of Minnesota.
Job Titles:
- Director, Financial Planning
Job Titles:
- Director, Financial Planning
Job Titles:
- Executive Director, Financial Planning
Job Titles:
- Executive Director, Financial Planning
Job Titles:
- Chief Human Resources Officer
- Chief Operations Officer
- Executive Vice President
As the Chief Operations Officer and Chief Human Resources Officer, Joe has the important role of overseeing our end-to-end operations functions and the employee experience for a diverse and passionate team of professionals who represent our competitive advantage in the industry and the heart of our company. Prior to his current role, Joe spent 13 years at Fidelity Investments. During his time at Fidelity, Joe served as the chief operating officer for the asset management division with responsibility for the core operational elements of the business including: investment operations, compliance, fiduciary oversight and human resources. Prior to that role, Joe served in a number of other operational and human resources roles within Fidelity including: the head of human resources for asset management; the chief operating officer for Pyramis Global Advisors, a Fidelity Investments company focused on servicing the needs of the institutional marketplace; the head of talent management for asset management; and as an in-house performance consultant, supporting multiple business units within Fidelity. Before joining Fidelity, Joe served as the chief executive officer for SofCheck; the president and chief operating officer for Availant; and a director and practice leader at Cambridge Technology Partners. Joe began his career as a member of the Edison Management program at General Electric.
Joe is a graduate of Dartmouth College. He is also a lecturer at Babson College and remains active with the boards of several local charitable and educational institutions, including serving as a board member for City Year Boston.
Joe knows that our people are our best and most important asset, which is why he is responsible for managing the employee experience and oversees our end-to-end operations function.
Job Titles:
- Director, Financial Planning
Job Titles:
- Director, Financial Planning
Job Titles:
- Director, Financial Planning
Job Titles:
- Executive Vice President / Head of Workplace
- Executive Vice President and Head of Workplace
With over 20 years in the financial services industry, Kelly has played a critical role in leading our strategy and developing our institutional relationships with important employers, plan providers and consultants in order to provide high-quality advisory services to millions of Americans. As the EVP and Head of Workplace, Kelly leads the marketing, product and strategy initiatives that deliver our unique offering and client experience to more than 10 million plan participants. In her prior role as Chief Administrative Officer and Chief Risk Officer for Edelman Financial Engines, Kelly was responsible for setting our long-term vision and helping the company execute on our strategy through leadership of our Corporate Strategy and Development, Corporate Communications, Legal & Compliance, Human Resources, and Risk Management functions. Kelly joined Financial Engines in 2003 and, during her long tenure, has held several additional leadership roles, including Business Operations, Corporate Marketing, and Institutional Marketing.
Kelly is the founder and executive sponsor of the Edelman Financial Engines Women in Leadership program which helps develop women into leaders in the organization and the financial services industry. In addition, Kelly is an influential voice through her testimony on financial issues on Capitol Hill, an expert on the future of innovation at financial technology conferences, and as a media resource on the topic of women & investing.
Prior to joining Financial Engines, Kelly was Director of Consulting and an analyst for Cerulli Associates and a manager and associate at PriceWaterhouseCoopers.
Kelly received a bachelor's degree in Accountancy from the University of Missouri and was selected as a participant for Harvard Business School's Women in Leadership Executive Program.
Kelly plays a critical role in leading our workplace strategy and strengthening the client experience for more than 10 million plan participants within our unique offering.
Job Titles:
- Director, Financial Planning
Job Titles:
- Director, Financial Planning
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- Executive Director, Financial Planning
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- Director, Financial Planning
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- Member of the Board of Directors
- President and Chief Executive Officer / Member, Board of Directors
With over 30 years of experience in the financial services/technology industry, including 21 years at Financial Engines, Larry propelled Financial Engines from a small venture-backed Silicon Valley start-up to the largest independent registered investment advisor in America with nearly $300 billion in assets under management and over 1.3 million clients. Early in Larry's tenure at Financial Engines, he was responsible for building our key relationships with the largest employers and recordkeepers in America that ultimately fueled the company's rapid growth. Larry has led Financial Engines through some of the most transformational moments in the company's history, including the acquisition of The Mutual Fund Store (2016) and the merger with Edelman Financial Services (2018).
Decades ago, Larry recognized that the financial services industry was underserving the typical American family and joined Financial Engines in 2001 to build a new breed of investment advisor that provides high-quality financial planning and investment advice, free from product conflict, and delivered by the best planners in the country. Larry is proud to lead a mission-driven company that puts the client's best interest first and continues to raise the bar as Financial Engines strives to bring much needed financial help to more people.
Prior to joining Financial Engines, Larry was Executive Vice President of Fidelity Investments Institutional Brokerage Group (IBG), a division of Fidelity Investments where he managed the correspondent services business and the RIA channel.
Larry earned a B.A. in Marketing from Bryant University and an M.B.A from Babson College.
Larry has propelled Edelman Financial Engines from a small venture-backed Silicon Valley start-up to the largest independent registered investment advisor in America.
Lee Antone - Chief Legal Officer, EVP
Job Titles:
- Executive Vice President
- General Counsel
Lee has more than 25 years of experience deeply rooted in the financial services industry as In-house counsel at a number of notable firms and on the regulatory side with both the SEC and FINRA. At Financial Engines, Lee is responsible for our company wide legal, compliance, regulatory and corporate governance functions.
Having worked in regulatory oversight early in his career, Lee has a keen appreciation for a strong standard of care to protect investors, and Financial Engines was one of the few firms that built their business model around independence. Since our founding, Financial Engines has always acted in the best interests of our clients, and under Lee's leadership and extensive experience, we remain dedicated to meeting our fiduciary duty every day.
Prior to joining us, Lee held senior leadership roles at Columbia Management Group, LPL Financial Services, ING, and worked as an attorney with both the U.S. Securities and Exchange Commission and the Financial Industry Regulatory Authority (FINRA).
Lee earned his B.A. and J.D. from The Catholic University of America and an L.L.M. from the Georgetown University Law Center.
Job Titles:
- Director, Financial Planning
Job Titles:
- Director, Financial Planning
Job Titles:
- Director, Financial Planning
Job Titles:
- Director, Financial Planning
Job Titles:
- Director, Financial Planning
Job Titles:
- Director, Financial Planning
Job Titles:
- Director, Financial Planning
Job Titles:
- Director, Financial Planning
Job Titles:
- Director, Financial Planning
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- Director, Financial Planning
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- Director, Financial Planning
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- Director, Financial Planning
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- Acclaimed Financial Planner
- Independent Financial Planner
Acclaimed financial planner Ric Edelman and his wife, Jean, founded Edelman Financial Services in the belief that everyone should have a trusted financial advocate. Ric shares his wisdom through his bestselling books and is widely quoted across financial media.
Job Titles:
- Director, Financial Planning
Job Titles:
- Director, Financial Planning
Job Titles:
- Director, Financial Planning
Job Titles:
- Director, Financial Planning
Job Titles:
- Director, Financial Planning
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- Director, Financial Planning
Job Titles:
- Chief Financial Officer
- Executive Vice President
- Business - and People - Oriented CFO
Suzanne joined Edelman Financial Engines as chief financial officer in April 2022, bringing with her more than 20 years of leadership experience and a track record of growing and building organizations, both organically and inorganically, within the financial services industry. She has worked extensively within the wealth planning and workplace sectors and is a proven leader who prioritizes growing and developing talent as part of organizational growth strategies.
She leads a team of more than 90 professionals across our finance, strategy and small retirement plan teams, helping them to achieve Edelman Financial Engine's ambitious business goals. Suzanne works with the entire executive team to develop the firm's long-term growth strategy and financial objectives and to champion Edelman Financial Engine's vision to help millions of Americans achieve their financial aspirations.
Before joining Edelman Financial Engines, Suzanne was the chief financial officer of the Personal Financial Management Group within Goldman Sachs, where she helped integrate Ayco and United Capital as a key growth channel within Goldman Sachs. In addition, she also led Ayco's Sales Strategy and Execution and Corporate Benefits Specialists teams. Previously, she was chief operating officer of the Americas institutional business within Goldman Sachs Asset Management.
Prior to joining Goldman Sachs, Suzanne worked at Fidelity Investments and AXA in a variety of functions, including developing and executing strategic plans, implementing new financial tools and processes, optimizing sales channels, improving product roadmaps and working with clients.
Suzanne earned a Bachelor of Science from Johnson & Wales University and a Master of Business Administration from Northeastern University.
Suzanne is a business- and people-oriented CFO with a focus on strategically growing the firm and developing its talent to help millions of Americans achieve their financial aspirations.
Job Titles:
- Chief Product and Technology Officer
- Executive Vice President
Tom has been an innovation leader in wealth management technology for more than a decade. His experience leading teams to design and build seamless client experiences and sophisticated financial planning technologies has given him a deep understanding of both our clients and planners.
Tom joined Edelman Financial Engines in 2020 as head of product and brought a rigorous commitment to product management, which he applied to lead an Agile transformation of product and technology. As chief product and technology officer, Tom is responsible for leading product, design and engineering teams, as well as enterprise IT, infrastructure and infrastructure security.
Prior to joining Edelman Financial Engines, Tom was a senior vice president in the innovation unit of Fidelity Investments and was the general manager of Betterment's retail and RIA custody businesses. Prior to Betterment, Tom was co-founder and CEO of Upside, a white-label robo-advisor for RIAs that was acquired by Envestnet in 2015. Earlier in his career, he was vice president of strategy and M&A at Barclays Bank and a management consultant at McKinsey & Company.
Tom earned his M.A. and MBA from Yale University and B.A. from the University of Pennsylvania, where he was both a University Scholar and Benjamin Franklin Scholar.
Tom has a deep understanding of our clients' needs and translates that knowledge into our product and technology vision to elevate our client experience.
Job Titles:
- Director, Financial Planning
Job Titles:
- Director, Financial Planning
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- Director, Financial Planning
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- Stanford University Professor