Wealth management
Data and analytics professionals in Wealth management
These data and analytics leaders run or have run analytics, business intelligence and data teams in the wealth management units of banks, brokerages and investment firms. A reader can learn how wealth managers use client, advisor and product data to make decisions and where that data falls short.
Professionals to explore
01—10Adam Jupp
LinkedInExperience: Head of Data & AI, Wealth Management · Schroders
Head of Data & AI, Wealth Management at Schroders since 2026. The highlight describes shaping and delivering data and AI capabilities for Schroders Wealth Management. Other listed roles include Head of Analytics at Coutts (2025), Head of Data & Analytics, Wealth at Coutts (2016–2025) and Head of Sales Management at Coutts (2011–2016).
Adheesh Sharma, CFA
LinkedInExperience: Head of Analytics and Insights, Fidelity Institutional and Institutional Wealth Management Services · Fidelity Investments
Head of Analytics and Insights, Fidelity Institutional and Institutional Wealth Management Services at Fidelity Investments since 2024. The highlight describes leading the analytics, advanced analytics, AI and machine learning capabilities for the institutional business. Other listed roles include Senior Vice President, Platform and Analytics Group, Quant Research and Investing at Fidelity Investments (2022–2024), Vice President, Digital Product Development at Fidelity Investments (2020–2022) and Vice President, Digital Product Strategy at Fidelity Investments (2018–2020).
Amgad Nassif
LinkedInExperience: Director, Wealth Management Data Management and Analytics · UBS
Director, Wealth Management Data Management and Analytics at UBS since 2020. The highlight describes steering the wealth management division through data governance and crafting data strategies. Other listed roles include VP, Risk Data Management and Innovation at Deutsche Bank (2019–2020), Team Lead, Data Management Quantitative Analysis at BNY (2016–2018), Project Manager, Data Governance at BNY (2015–2016) and Personal Banker at Wells Fargo (2011–2015).
Cameron Cummings
LinkedInExperience: Senior Vice President Wealth Management Insights & Analytics · LPL Financial
Senior Vice President Wealth Management Insights & Analytics at LPL Financial since 2020. The highlight describes 19+ years in financial services leading initiatives that use data analytics, predictive modeling and BI tools to improve advisor performance. Other listed roles include Vice President - Business Management at LPL Financial (2010–2020), AVP Business Analysis - Insurance Associates at LPL Financial (2010–2014), Analyst - Finance at LPL Financial (2006–2010) and Analyst at Warner Bros. Entertainment (2005–2006).
Claire Yankell
LinkedInExperience: Director, Global Head of Business Analytics, Global Wealth Solutions · KKR
Director, Global Head of Business Analytics, Global Wealth Solutions at KKR since 2023. The highlight describes KKR as a Financial Services company. Other listed roles include Vice President at Blackstone (2021–2022), Director at Blackstone (2018–2020), Associate at Blackstone (2014–2017) and Associate at Morgan Rio Capital Management, LLC (2013–2014).
Georges Gamma
LinkedInExperience: Head of Data Analytics & Reporting, Business Risk Services, Global Wealth Management · UBS
Head of Data Analytics & Reporting, Business Risk Services, Global Wealth Management at UBS since 2018. The highlight describes combining finance and risk management experience with data analytics skills. Also Data Specialist at UBS since 2017. Other listed roles include Tutor at UBS Investment Bank (2008) and Audit Expert at UBS (2016–2017).
Joe Cordeira
LinkedInExperience: Chief Data and Analytics Officer - UBS Wealth Management Americas · UBS
Chief Data and Analytics Officer - UBS Wealth Management Americas at UBS since 2023. The highlight says this person is responsible for using AI, data and analytics to transform the Wealth Management business, with a focus on financial advisors. Other listed roles include Managing Director, Head of Sales and Analytics Platforms, UBS Wealth Management at UBS (2021–2023), Managing Director, UBS Evidence Lab Innovations at UBS (2020–2021), Executive Director, UBS Evidence Lab Innovations at UBS (2014–2020) and Vice President, Research Technology Management at Morgan Stanley (2008–2013).
Kern Teoh
LinkedInExperience: Regional Data Chapter & Wealth Analytics Lead · DBS Bank
Regional Data Chapter & Wealth Analytics Lead at DBS Bank since 2022. The highlight says this person is responsible for analytics, AI and ML for DBS Private Bank and Treasures Private Client. Other listed roles include Director - Team Head, Business Analytics Client Franchise & Offering at BNP Paribas Wealth Management (2020–2022), Director - Business Manager, South-East Asia Market at BNP Paribas Wealth Management (2018–2020) and Director - Business Manager, ISC & NRI at Julius Baer (2013–2018).
Suresh Marrey
LinkedInExperience: Executive Director, Wealth Management Analytics · Morgan Stanley
Executive Director, Wealth Management Analytics at Morgan Stanley since 2021. The highlight describes providing insights from client and CRM data and conducting predictive and business analytics. Other listed roles include Senior Director, Marketing and Product Analytics (E TRADE) at Morgan Stanley (2019–2021), Director Marketing Analytics (E TRADE) at Morgan Stanley (2016–2019), Senior Manager Analytics (E TRADE) at Morgan Stanley (2014–2016) and Decision Science Team Leader at Barclays (2011–2014).
Thushara Mariamma Mathew
LinkedInExperience: Director Wealth Reporting Analytics & Automation and Visualization & Business Insights · BMO Wealth Management - Canada
Director Wealth Reporting Analytics & Automation and Visualization & Business Insights at BMO Wealth Management - Canada since 2025. The highlight describes around 13 years of experience in roles including software development, system analytics and data analytics. Other listed roles include Director Wealth Reporting Analytics & Automation at BMO Wealth Management - Canada (2025), Director Private Wealth Data and Analytics at BMO Wealth Management - Canada (2024–2025) and Senior Manager Private Wealth Data and Analytics at BMO Wealth Management - Canada (2022–2024).
Choose the right perspective
Check whether the person's relevant role is current or past and whether it focused on client and advisor analytics or on data governance and reporting. Ask them for one client, advisor or product decision their data supported and which data gap they had to work around.
Questions to take into the conversation
- 01Walk me through a report you built that advisors or managers actually used. What data went into it, and what decision did it support?
- 02When did you discover that the data you were using didn't answer the question people thought it would?
- 03What data would you need to feel confident making a decision you currently can't make?
Reaching data and analytics professionals in Wealth management
How can I contact one of these data and analytics professionals in Wealth management?
Pick one of the 10 people on this page and choose "Book a paid call", or describe your project to find others. You offer a fee for a 15-minute call or a written answer, Instant Expert finds the person's work email and sends the invitation, and they decide whether to accept. The list covers 8 companies, including Schroders, Fidelity Investments and UBS, based on profile data retrieved on September 30, 2026. Being listed here doesn't mean someone has agreed to take calls.
How much does it cost to reach data and analytics professionals in Wealth management?
You choose the offer, starting at $5 per person. It includes Instant Expert's 20% fee, so an offer that pays the person $100 costs you $125. You're charged only when the person books the call or sends the answer.
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About this directory
This is a professional research starting point based on business profile data retrieved on . Titles and companies reflect that source snapshot and may describe past or present roles. Check the linked profiles for current details. Inclusion does not imply Instant Expert membership or availability.
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