Wealth management
Engineering professionals in Wealth management
These ten engineering professionals lead or have led engineering, data engineering and reliability teams at wealth management firms and private banks, including Fidelity, Charles Schwab, Vanguard and J.P. Morgan. A reader can learn how investment and advisory platforms are built and run, and which technical constraints shape their reliability, delivery and operating cost.
Professionals to explore
01—10Abhishek Agrawal
LinkedInExperience: Executive Director - Data Engineering & AI · J.P. Morgan Asset Management
Executive Director - Data Engineering & AI at J.P. Morgan Asset Management since 2024. The highlight describes leading data engineering and generative AI strategy for Sales & Marketing in the Global Private Bank and architecting cloud-native analytics platforms. Other listed roles include Vice President - Data Engineering (2016–2024), Associate - Data Engineering (2014–2016) and Tech Lead - Mobile (2012–2013) at J.P. Morgan Asset Management.
Amit Mathur
LinkedInExperience: Vice President of Engineering (Head of Wealth Management Technology, Fiduciary Trust) · Franklin Templeton
Former Vice President of Engineering (Head of Wealth Management Technology, Fiduciary Trust) at Franklin Templeton (2021–2025). The highlight describes 20+ years leading wealth management, asset management and private banking technology organizations, including global engineering teams of 250+. Other listed roles include Director of Information Technology at Franklin Templeton (2019–2020), Director of Wealth Management Technology at UBS (2014–2018) and Senior Vice President of Technology (Wealth Management Private Bank) at Citi (2014).
Balaji Rengachari
LinkedInExperience: Head of Wealth Management Data Engineering · Charles Schwab
Head of Wealth Management Data Engineering at Charles Schwab since 2021. The highlight describes an engineering executive with 20+ years in financial technology covering derivatives, market data, order entry, clearing, risk management, master and reference data and architecture, along with people management and leadership.
Chirayu Mehta
LinkedInExperience: Director, Engineering Manager · Fidelity Investments Wealth Advisory
Director, Engineering Manager at Fidelity Investments Wealth Advisory since 2024. The highlight describes building scalable data platforms and delivering solutions in asset management, trading and investment systems and managed accounts, with a focus on portfolio construction. Other listed roles include Director, Engineering Manager at Fidelity Investments – Asset Management (2019–2024), Engineering Manager at Fidelity Workplace / Portfolio Advisory Services (2015–2019) and Principal Software Engineer at Fidelity Workplace Investments / CRM (2006–2015).
Dilip Kumar Singh
LinkedInExperience: Head of Engineering · Neo Wealth and Asset Management
Head of Engineering at Neo Wealth and Asset Management since 2026, and Head of Engineering at MOR | Stock Trading App since 2026. The highlight describes building trading platforms, OMS, RMS and low latency systems, and a former CEO and technology head role at Wealthy. Other listed roles include Chief Executive Officer at Wealthy (2025–2026) and Director Wealthy broking Technology head wealthy broking at Wealthy (2024–2026).
Francesco Nobilia
LinkedInExperience: Director of Engineering · J.P. Morgan Personal Investing
Director of Engineering at J.P. Morgan Personal Investing since 2025, and Executive Director at JPMorganChase since 2023. The highlight describes an engineer and tech lead focused on building a self-service, cost-effective streaming data platform with Apache Kafka. Other listed roles include Director of Engineering at Nutmeg (2023–2025), Chief Architect at Nutmeg (2021–2025) and Principal Engineer at Nutmeg (2020–2021).
Greg Sandherr
LinkedInExperience: Director Level - Head of Resiliency Engineering for Personal Investor Technology · Vanguard
Director Level - Head of Resiliency Engineering for Personal Investor Technology at Vanguard since 2022. The highlight describes heading operations and site reliability engineering for Personal Wealth Technology at Vanguard and leading the resiliency program for a sub-division of over 1,000 applications and platforms. Other listed roles include Director Level - Head of Agile Transformation for Retail Systems (2020–2022) and Director Level - Head of Brokerage Systems (2015–2020) at Vanguard.
Sandeep Dantuluri
LinkedInExperience: Vice President - Engineering Lead · J.P. Morgan Private Bank
Former Vice President - Engineering Lead at J.P. Morgan Private Bank (2014–2020) and Executive Director - Asset & Wealth Management Technology there since 2020. The highlight describes a global product owner role for reporting, analytics, data and AI in alternative investments at JPMorgan Asset & Wealth Management. Other listed roles include Vice President at JPMorgan Alternative Investment Services (2011–2014) and Associate at JPMorgan Alternative Investment Services (2007–2011).
Srini Krishna
LinkedInExperience: Managing Director, Global Head Engineering & Architecture CTO & Digital Tech - Private Bank & Wealth · Barclays
Former Managing Director, Global Head Engineering & Architecture CTO & Digital Tech - Private Bank & Wealth at Barclays (2025–2026). The highlight describes the role as Global Head of Engineering & Architecture (CTO) for Barclays Private Bank & Wealth Management. Other listed roles include Managing Director at Publicis Sapient (2024–2025), Partner at Deloitte (2022–2024) and Head - Technology Corporate Banking, Treasury & Payments at Axis Bank (2021–2022).
Vivek Kumar
LinkedInExperience: Head of Engineering · BYLD Wealth
Head of Engineering at BYLD Wealth since 2025. The highlight describes building multi-agent AI systems for fintech and AI-first wealth management for India's high net-worth individuals. Other listed roles include Founding Lead Engineer at Partnr (2024–2025), Founding Member & Head Of Engineering at Aspora (2022–2023) and SDE 2 at Zeta (2021–2022).
Choose the right perspective
Match the person's area, such as client and advisor platforms, data engineering or reliability, and the type of firm, from large brokerages to private banks and wealth startups, to the decision you face. Check whether their wealth management role is current or past, and ask them for one platform decision they owned and how it affected advisors or clients.
Questions to take into the conversation
- 01Which integrations with custodians, trading or portfolio systems caused the most engineering effort, and how did you handle them?
- 02How do you balance new client and advisor features against the reliability and regulatory controls a wealth platform needs?
- 03What drove operating cost or reliability problems as client assets and accounts grew, and how did you address them?
Reaching engineering professionals in Wealth management
How can I contact one of these engineering 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 10 companies, including J.P. Morgan Asset Management, Franklin Templeton and Charles Schwab, based on profile data retrieved on October 1, 2026. Being listed here doesn't mean someone has agreed to take calls.
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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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