Wealth management
Information technology professionals in Wealth management
These ten technology leaders have held IT and wealth management technology roles, from chief information officer to head of wealth technology. A reader can learn how wealth management firms choose, integrate and support the systems behind client service and investment operations, and what they weigh before replacing one.
Professionals to explore
01—10Abhishek Sharma
LinkedInExperience: EVP, Head of Wealth Technlogy · LPL Financial
EVP, Head of Wealth Technlogy at LPL Financial since 2026. Other listed roles include SVP, Head of Trading Technology at LPL Financial (2023–2026), SVP, Head of Advisory Technology at LPL Financial (2017–2022) and Chief Technology Officer at Fortigent, LLC (2011–2017).
Chris Briley
LinkedInExperience: Managing Director Technology · Perigon Wealth Management
Managing Director Technology at Perigon Wealth Management since 2026. Other listed roles include Chief Technology Officer at Manning & Napier (2019–2026), Managing Director, Head of Corporate Application Solutions at Legg Mason (Acquired by Franklin Templeton) (2018–2019), Head of Corporate Application Solutions at Legg Mason (Acquired by Franklin Templeton) (2018–2019) and Head, Technology Business Management at Legg Mason (Acquired by Franklin Templeton) (2016–2018).
Eric Vlcek
LinkedInExperience: Executive Director Asset Wealth Management IT · JPMorganChase
Executive Director Asset Wealth Management IT at JPMorganChase since 2019. Other listed roles include Executive Director Asset Wealth Management IT at JPMorganChase (2010–2019), Senior Manager -IT Client Services at A+E Global Media (2007–2009), Founder and President at EJV Development (2006–2009) and Vice President Prime Services IT - Global QA Manager at Credit Suisse (2005–2006).
Jerome Chosson, CFA
LinkedInExperience: International Wealth Management - Co-head of IT · Nomura
International Wealth Management - Co-head of IT at Nomura since 2025. Other listed roles include International Wealth Management - IT Domain Manager - Avaloq Core Banking at Nomura (2024–2025), Enterprise Architect at BNP Paribas Wealth Management (2023–2024), IT Deputy Domain Head, Product and Services at BNP Paribas Wealth Management (2018–2023) and IT Domain Delivery Manager, PMS, Client referential, Tax reporting at BNP Paribas Wealth Management (2017–2018).
John Spyers
LinkedInExperience: Chief Wealth Technology Officer · Focus Financial Partners
Chief Wealth Technology Officer at Focus Financial Partners since 2025. Other listed roles include Director of Wealth Technology at Focus Financial Partners (2025), Chief Information Technology Officer at Buckingham Wealth Partners (2020–2025), Managing Director, Operations & Technology at Buckingham Wealth Partners (2019) and Director of Operations at Buckingham Wealth Partners (2017–2018).
Jonathan Lewis
LinkedInExperience: Managing Director, Head of Digital & Trading Technology, Wealth Management · Wells Fargo
Former Managing Director, Head of Digital & Trading Technology, Wealth Management at Wells Fargo (2022–2026). Also Managing Director, Head of Technology, CTIO at LPL Financial since 2026. Other listed roles include Managing Director, Fixed Income & Multi-Asset Solutions AM Technology at LPL Financial (2013–2017), Managing Director, Head of Asset Management Technology at JPMorganChase (2017–2022) and SVP, Fixed Income Technology at Fidelity Investments (2012–2013).
Kevin P. Adams
LinkedInExperience: Senior Vice President, Head of Wealth Management Technology · Raymond James
Former Senior Vice President, Head of Wealth Management Technology at Raymond James (2017–2021). Also General Partner Principal, Head of Digital at Edward Jones since 2021 and Technology Advisory Board at Federal Reserve System since 2022. Other listed roles include Advisory Board Member at NodeSource (2017–2019) and Advisory Board Member at Trill A.I. (2016–2019).
Robert Schneider, CFA
LinkedInExperience: Executive Director, Wealth Management Technology · J.P. Morgan Asset Management
Executive Director, Wealth Management Technology at J.P. Morgan Asset Management since 2020. The profile describes leading a team of engineers and analysts as Global Head of CRM Technology at JPMorgan Wealth Management, delivering solutions for managing client relationships. Other listed roles include Executive Director, Global Fixed Income Portfolio Management Technology at J.P. Morgan Asset Management (2019–2020), Executive Director, Equities Portfolio Management Technology at J.P. Morgan Asset Management (2015–2019) and Vice President at Goldman Sachs (2005–2015).
Sébastien Gomis
LinkedInExperience: Chief Information Officer (Wealth Management) · Mirabaud Group
Chief Information Officer (Wealth Management) at Mirabaud Group since 2019. Also Member of the foundation council at Fondation de secours mutuels aux Orphelins since 2019. Other listed roles include Deputy Head of IT at Mirabaud Group (2018–2019), Program Manager & Head of Team - IT Management at Pictet Group (2015–2018) and Program Manager - Core Banking Solutions at Pictet Group (2013–2014).
Sudhakar Kanagarajan
LinkedInExperience: Vice President, Wealth Management Technology · Fidelity Investments
Former Vice President, Wealth Management Technology at Fidelity Investments (2020–2023). The profile describes leading platform modernization, data and AI strategy and post-M&A integration across financial services and fintech organizations. Also Senior Vice President, Head of Engineering & Architecture at Osaic since 2023 and SVP, Head Of Operations Technology at Fidelity Investments since 2026. Other listed roles include Vice President, Asset Management Technology at Fidelity Investments (2018–2020) and Director, Asset Management Technology at Fidelity Investments (2014–2018).
Choose the right perspective
Check whether the person's relevant role is current or past and whether it covered a firm's whole technology function or one area such as digital, trading or client platforms. Match that scope and era to your decision, and ask them for one system choice they owned and what they would change about it.
Questions to take into the conversation
- 01Walk me through an advisor or client platform you selected for a wealth management business. Which alternatives did you rule out, and why?
- 02How did you connect portfolio, custody and CRM data across systems, and where did that integration cause the most trouble?
- 03Which system was hardest to support for advisors and operations staff, and what would you do differently if you made that decision again?
Reaching information technology professionals in Wealth management
How can I contact one of these information technology 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 LPL Financial, Perigon Wealth Management and JPMorganChase, 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 information technology 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.
What if they don't reply?
You pay nothing. Instant Expert sends follow-up reminders, and if the person hasn't booked or answered within 7 days, the request expires and any hold on your card is released. You can invite several of the 10 people on this list at once and cap your total spend, so you pay only for the ones who accept.
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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