SANTA CLARA, Calif.--(BUSINESS WIRE)--Edelman Financial Engines, America’s top independent wealth planning and investment advisory firm,1 today announced that Suzanne van Staveren has joined the firm as executive vice president and chief financial officer, effective immediately.
With more than 20 years of experience in leadership positions within the financial services industry, Ms. van Staveren will oversee a team of 90+ professionals across our finance, strategy and small retirement plans teams to help achieve Edelman Financial Engines’ ambitious business goals.
Ms. van Staveren will serve as a member of the executive leadership team and will work with them to develop the firm’s long-term growth strategy and financial objectives, and to champion Edelman Financial Engines’ mission to help millions of Americans move their financial lives forward.
“We’re thrilled that Suzanne is joining our team in this important financial leadership capacity,” said Larry Raffone, president and chief executive officer, Edelman Financial Engines. “Suzanne brings extensive finance, operations and strategy experience from within our industry, including direct knowledge of the wealth planning landscape and our unique combination of retail and workplace businesses. She also has a strong track record of success managing through mergers, acquisitions and organizational integration, which will be crucial as we continue to pursue both organic and inorganic growth."
Ms. van Staveren joins Edelman Financial Engines from Goldman Sachs, where most recently she was chief financial officer of the firm’s Personal Financial Management Group and helped integrate Ayco, the firm’s workplace financial planning business, and United Capital, to become a key growth channel within Goldman Sachs. While at Goldman Sachs, she also led Sales Strategy and Execution and Corporate Benefits Specialists teams for Ayco. Previously, she was chief operating officer of the Americas institutional business within Goldman Sachs Asset Management.
Prior to joining Goldman Sachs, Ms. van Staveren 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.
“I see enormous potential for growth and value creation given Edelman Financial Engines’ attractive leadership position and business model,” said Ms. van Staveren. “I look forward to working with this great team to further build the business and allow us to help more people manage their investments and grow their wealth.”
Ms. van Staveren earned a Bachelor of Science from Johnson & Wales University and a Master of Business Administration from Northeastern University.
About Edelman Financial Engines
Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors – not just the wealthy – deserve access to personal, comprehensive financial planning and investment advice. Today, we are America’s top independent financial planning and investment advisory firm, recognized by Barron’s,1 with 145+ offices2 across the country and entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client’s situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. For more information, please visit EdelmanFinancialEngines.com.
1 The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron’s is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Investor experience and returns are not considered.
2 Data as of Dec. 31, 2021.
© 2022 Edelman Financial Engines, LLC. Edelman Financial Engines® is a registered trademark of Edelman Financial Engines, LLC. All advisory services offered through Financial Engines Advisors L.L.C. (FEA), a federally registered investment advisor. Results are not guaranteed. AM2168344
