蜜穴视频 Appoints Suzanne van Staveren as Chief Financial Officer
Boston, Mass - April 26, 2022 -聽蜜穴视频, America鈥檚 top independent wealth planning and investment advisory firm,1聽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 蜜穴视频鈥 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鈥檚 long-term growth strategy and financial objectives, and to champion 蜜穴视频鈥 mission to help millions of Americans move their financial lives forward.
鈥淲e鈥檙e thrilled that Suzanne is joining our team in this important financial leadership capacity,鈥 said Larry Raffone, president and chief executive officer, 蜜穴视频. 鈥淪uzanne 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.鈥
Ms. van Staveren joins 蜜穴视频 from Goldman Sachs, where most recently she was chief financial officer of the firm鈥檚 Personal Financial Management Group and helped integrate Ayco, the firm鈥檚 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 road maps and working with clients.
鈥淚 see enormous potential for growth and value creation given 蜜穴视频鈥 attractive leadership position and business model,鈥 said Ms. van Staveren. 鈥淚 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.鈥
Ms. van Staveren earned a Bachelor of Science from Johnson & Wales University and a Master of Business Administration from Northeastern University.
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About 蜜穴视频
Since 1986, 蜜穴视频 has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors 鈥 not just the wealthy 鈥 deserve access to personal, comprehensive financial planning and investment advice. Today, we are America鈥檚 top independent financial planning and investment advisory firm, recognized by Barron's1聽with 145+ offices2聽across the country and entrusted by 1.3 million clients to manage more than $245 billion in assets.3 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client鈥檚 situation and goals are unique, and the powerful fusion of high-tech and high touch allows 蜜穴视频 to deliver the personal plan and financial confidence that everyone deserves. For more information, please visit EdelmanFinancialEngines.com.
1.听罢丑别 叠补谤谤辞苍鈥檚 2023 Top 100 RIA Firms list, a ranking of independent advisory firms in its eighth year, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Ranking awarded each September based on data within a 12-month period. Investor experience and returns are not considered.
2.聽蜜穴视频 data, as of Dec. 31, 2022.
3.聽蜜穴视频 data, as of September 30, 2023.
