Wealth management
People and talent professionals in Wealth management
These ten HR and talent leaders have run human resources and recruiting for wealth management firms and for the wealth management divisions of larger financial firms. A reader can learn how these teams hire advisors and client service staff, and which hiring and workforce processes are hardest to run consistently.
Professionals to explore
01—10Caroline Kulkarni
LinkedInExperience: Co Founder & Head - Human Resources · Sanctum Wealth
Co Founder & Head - Human Resources at Sanctum Wealth since 2016. Other listed roles include Vice President - Human Resources at RBS (2007–2016), AVP - Human Resources at ABN AMRO Bank N.V. (2007–2009), Assistant Manager - Humar Resources at American Express Services India Limited (2002–2007) and Executive - HR at Tata Finance Limited (2000–2002).
Erin Huson Rupp
LinkedInExperience: Vice President, Talent Acquisition, J.P. Morgan Wealth Management · JPMorganChase
Former Vice President, Talent Acquisition, J.P. Morgan Wealth Management at JPMorganChase (2014–2025). Other listed roles include Recruiter at NRG Energy (2014), Sr. Human Resources Representative at Edison Mission Energy (2007–2014), Staffing Manager at Eastridge Administrative Staffing (2006–2007) and Recruiting Associate - Contract at PIMCO (2005–2006).
Gayatri Puranik, PhD
LinkedInExperience: Executive Director - Head Human Resources · Julius Baer Wealth Advisors India Private Limited
Executive Director - Head Human Resources at Julius Baer Wealth Advisors India Private Limited since 2018. Other listed roles include Director - Head Human Resources at JM Financial Services Pvt Ltd (erstwhile JM Morgan Stanley Financial Services) (2004–2018), Dy.Manager - Human Resources at Cholamandalan Group (2001–2004) and Recruitment Consultant at Mafoi Managment Services Limited (2000–2001).
Girishma Narang, MBA
LinkedInExperience: Director, Talent Acquisition · Morgan Stanley
Director, Talent Acquisition at Morgan Stanley since 2025. The highlight describes the role as HR talent partner for Wealth Management. Other listed roles include Hiring Specialist, Talent Strategy at Vanguard (2022–2025), Project Manager, Continuous Improvement at Vanguard (2020–2022) and Relationship Specialist, Specialized Programs at Vanguard (2018–2020).
Jessica Cunnick
LinkedInExperience: Director, Wealth Management Talent · Aprio
Director, Wealth Management Talent at Aprio since 2026. Other listed roles include Chief Talent Officer at The Mather Group, LLC (2023–2025), Principal, Chief People Officer at Kovitz (2023), Chief People Officer at Kovitz (2022–2023) and Vice President, Human Resources at Kovitz (2020–2022).
Kathy Deacon Haskell
LinkedInExperience: Managing Director, Head of Wealth Management Human Resources · Morgan Stanley
Managing Director, Head of Wealth Management Human Resources at Morgan Stanley since 2023. Other listed roles include Head of HR Business Partners at AQR Capital Management (2017–2023), Managing Director, Global Fixed Income and Commodities HR at Morgan Stanley (2006–2017) and Assistant Vice President at Lehman Brothers (2000–2006).
Kristelle Goulias Squire
LinkedInExperience: SVP HR Manager Merrill Wealth Management · Bank of America Merrill Lynch
SVP HR Manager Merrill Wealth Management at Bank of America Merrill Lynch since 2023. Other listed roles include Campus Manager, Global Corporate & Investment Banking at Bank of America (2021–2023), Talent Acquisition Manager, Global Markets, Fixed Income Sales & Trading at Bank of America (2020–2021), Corporate Recruiter- Global Human Resources at Bank of America (2018–2020) and Human Resource Advisor - Commercial Banking at Citi (2016–2019).
Natasha Patel
LinkedInExperience: Executive Vice President & Head HR - Nuvama Wealth · Nuvama Wealth
Executive Vice President & Head HR - Nuvama Wealth at Nuvama Wealth since 2023. Also Senior Vice President & Head HR - Nuvama Wealth at Nuvama Wealth since 2021, Head HR - Personal Wealth Advisory at Edelweiss Financial Services at Edelweiss Financial Services Limited since 2018, Vice President Human Resources at Edelweiss Financial Services Limited since 2018 and Deputy Vice President Human Resources at Edelweiss Financial Services Limited since 2017.
Priyanka Karve
LinkedInExperience: Vice President HR - Wealth Management · PL Capital Group (Prabhudas Lilladher)
Vice President HR - Wealth Management at PL Capital Group (Prabhudas Lilladher) since 2026. Other listed roles include Assistant Vice President Human Resources at HDFC securities (2024–2026), Senior Manager - HR at HDFC securities (2018–2024), HR Manager at Mahindra Finance (2016–2018) and Deputy Manager HR at Mahindra Finance (2011–2016).
Suman Saha
LinkedInExperience: Associate Vice President & Zonal Head HR-Wealth Management · Motilal Oswal Financial Services Ltd
Associate Vice President & Zonal Head HR-Wealth Management at Motilal Oswal Financial Services Ltd since 2025. Other listed roles include AVP - Lead HR Business Partner at Bandhan Bank (2025), Sr. HR Business Partner at Bandhan Bank (2022–2025), HR Business Partner at Bandhan Bank (2020–2022) and HR Business Partner at Vedanta Group (2019).
Choose the right perspective
Check whether the person's relevant role is current or past and whether it covered recruiting, HR business partnering or the whole people function. Ask them for one hiring or workforce process they changed and what made it hard to keep consistent.
Questions to take into the conversation
- 01Which hiring process did you try to standardize, and what made it harder than expected?
- 02When you had to choose between filling a role quickly and following your process, what happened and what would you do differently?
- 03What workforce problem did you inherit that you couldn't fix, and what stopped you?
Reaching people and talent professionals in Wealth management
How can I contact one of these people and talent 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 Sanctum Wealth, JPMorganChase and Julius Baer Wealth Advisors India Private Limited, 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 people and talent 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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