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Our Executive Team

Our team is made up of some of the brightest minds in the business. From our founders to our leadership team to our employees, everyone here wants to help make your retirement better.

  • Jay Shah

    Chief Executive Officer

    With more than 30 years of experience at enterprise and consumer-direct companies, Jay has a passion for building client-centric growth companies at the nexus of financial services and technology, while leveraging the powerful combination of people and digital resources.

  • Kelly O'Donnell

    President, Employer Solutions

    With over 20 years in the financial services industry, Kelly has played a critical role in leading our strategy and developing our client relationships by making high-quality advisory services accessible to millions of employees. As president of Employer Solutions, Kelly leads the teams that deliver our unique offering and client experience to employees and employers.

  • Neil Gilfedder

    Executive Vice President of Investment Management & Chief Investment Officer

    As executive vice president of Investment Management and chief investment officer, Neil oversees the team that manages investments for all ÃÛѨÊÓƵ clients while helping them navigate the financial market cycles.

  • Megan Hanley

    Chief Marketing Officer

    Megan Hanley has spent her career at the intersection of financial services and technology brands that create both customer and enterprise value. As the chief marketing officer, Megan is responsible for stewarding the ÃÛѨÊÓƵ brand so that it engages individuals at the most important financial moments in their lives.

  • Tom Kimberly

    Executive Vice President & Chief Product and Technology Officer

    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.

  • Suzanne van Staveren

    Executive Vice President, Chief Financial Officer & Chief Operating Officer

    Suzanne joined ÃÛѨÊÓƵ 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.

    Suzanne Van Staveren

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