Wealth management
Finance professionals in Wealth management
These ten finance professionals have held CFO, controller, finance director and FP&A roles at wealth management firms or in wealth management businesses. A reader can learn how budgeting, forecasting and financial reporting are handled inside firms that manage money for clients.
Professionals to explore
01—10Brian Harding, CPA
LinkedInExperience: Chief Financial Officer · SageSpring Wealth Partners
Chief Financial Officer at SageSpring Wealth Partners since 2023. The profile describes over 16 years of C-suite experience in the investment management and wealth management industries. Other listed roles include Controller at SageSpring Wealth Partners (2021–2022), Principal Financial Officer and Treasurer - ICON Funds at ICON Advisers, Inc. (2017–2020), Chief Financial Officer - ICON Advisers at ICON Advisers, Inc. (2013–2020) and Chief Compliance Officer - ICON Advisers at ICON Advisers, Inc. (2011–2012).
Christopher Toumajian, CPA
LinkedInExperience: Chief Financial Officer · EP Wealth Advisors
Chief Financial Officer at EP Wealth Advisors since 2019. Other listed roles include Chief Financial Officer at Primary Color (2018–2019), VP, Global Treasurer - Money Transfer Segment at Euronet (2013–2018), VP, Global Controller and Finance Director - Money Transfer Segment at Euronet (2007–2013) and VP, Controller at Omnex Group (2005–2007).
Clare Fenley
LinkedInExperience: Director Financial Control and Reporting · RBC Wealth Management
Director Financial Control and Reporting at RBC Wealth Management since 2024. Other listed roles include Head, Governance, Control and Change, Corporate Treasury at RBC Capital Markets (2023–2024), Head, Legal Entity Control at RBC Capital Markets (2020–2023), Head of Line of Business Control at RBC Capital Markets (2015–2020) and Regional Controller and Director, Finance at RBC Investor Services (2011–2015).
Jamie Hennessy
LinkedInExperience: Chief Financial Officer, Shareholder · HB Wealth
Chief Financial Officer, Shareholder at HB Wealth since 2021. The profile describes HB Wealth as a national independent wealth management firm providing fee-only wealth advisory, investment management and family office services. Other listed roles include Founder and CFO COO at BiotechExec (2020–2021), Chief Financial Officer at Wentworth (2019–2020), VP Finance & Corporate Controller at FineLine Technologies (2018–2019) and Chairman of the Finance and Audit Committee at Georgia Life Sciences (2016–2018).
Julie Conway
LinkedInExperience: Director of FP&A · Manning & Napier
Director of FP&A at Manning & Napier since 2020, and listed as Financial Analyst at Manning & Napier since 2010. The role is listed in the Finance & Accounting department at director level. The profile describes Manning & Napier as a financial services company focused on delivering investment and wealth management solutions.
Karen A. Simpson
LinkedInExperience: Vice President Finance · Morgan Stanley
Vice President Finance at Morgan Stanley since 2022; the profile headline gives the role as Vice President of Finance, Morgan Stanley Wealth Management. Other listed roles include Finance Director at Morgan Stanley (2016–2022), Finance Manager at Morgan Stanley (2013–2015), Senior Financial Analyst at Morgan Stanley (2009–2012) and FA Compensation Specialist at Morgan Stanley (2008–2009).
Kemar Bennett
LinkedInExperience: Financial Control Group - Wealth Management CFO Team - Manager · Morgan Stanley
Former Financial Control Group - Wealth Management CFO Team - Manager at Morgan Stanley (2017–2020). Also Group Director - Private Wealth Management at Morgan Stanley since 2020. Other listed roles include Financial Control Group - Product Controller - Manager at Morgan Stanley (2015–2017), Financial Control Group - HR Accounting at Morgan Stanley (2011–2015) and Financial Control Group - Brokerage and Clearing Controller at Morgan Stanley (2010–2011).
Kristin Wilde
LinkedInExperience: Corporate Controller · Apollon Wealth Management, LLC
Former Corporate Controller at Apollon Wealth Management, LLC (2024–2025) and Vice President of Finance there (2025). Also Vice President of Finance - Controller at Merit Financial Advisors since 2025, a firm the profile describes as building the RIA of the future. Other listed roles include Chief Financial Officer at JonesTrading (2023–2024) and Director of Finance at JonesTrading (2016–2023).
Stacy Eckhardt
LinkedInExperience: Director, Finance · Savant Wealth Management
Director, Finance at Savant Wealth Management since 2024. Other listed roles include Controller at Savant Wealth Management (2014–2024), Financial Analyst at Savant Wealth Management (2011–2014), Financial Manager & AVP at BMO U.S. (2007–2011) and Sr. Financial Analyst at BMO U.S. (2002–2007).
Stan Bryan
LinkedInExperience: Finance Manager - Advice & Wealth Management · Vanguard
Former Finance Manager - Advice & Wealth Management at Vanguard (2014–2017). Also Senior Finance Director - Brokerage, Product, Distribution at Vanguard since 2025. Other listed roles include Senior Finance Director- Brokerage & Investments at Vanguard (2022–2025), Finance Director - Brokerage & Investments at Vanguard (2019–2022) and Finance Director - Client Services and Sales at Vanguard (2017–2018).
Choose the right perspective
Check whether the person's wealth management role is current or past and whether it sat at an independent firm or inside a larger financial company. Match that background to your question, such as a firm CFO for budgeting and growth planning or a controller for close and reporting.
Questions to take into the conversation
- 01How do you build the annual budget and forecast when revenue depends on client assets and market levels?
- 02Which reports and metrics did leadership rely on most to judge advisor, client and firm profitability?
- 03Walk me through a pricing, hiring or acquisition decision where the finance analysis changed the outcome.
Reaching finance professionals in Wealth management
How can I contact one of these finance 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 9 companies, including SageSpring Wealth Partners, EP Wealth Advisors and RBC Wealth Management, based on profile data retrieved on October 1, 2026. Being listed here doesn't mean someone has agreed to take calls.
How much does it cost to reach finance professionals in Wealth management?
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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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