Ameriprise Financial Executive and Leadership Team

Stephane Henry, the Chief Executive Officer at Ameriprise Financial, directs the overarching corporate strategy and long-term vision for the firm. Henry oversees the integration of financial planning services with investment advisory solutions to ensure consistent growth across all client segments. By aligning internal resources with evolving market demands, the Chief Executive Officer maintains the competitive edge of the organization within the wealth management sector. Stephane Henry drives the expansion of digital platforms to enhance advisor productivity and client engagement. This leadership role involves constant collaboration with the Board to refine risk management frameworks and capital allocation policies. Through the implementation of rigorous performance metrics, the Chief Executive Officer ensures that the firm remains a leader in providing retirement and insurance solutions to a diverse institutional and individual client base.

William Truscott, the Global Chief Executive Officer, Asset Management at Ameriprise Financial, manages the international investment portfolio and asset management division. Truscott architects the global investment strategy, ensuring that asset allocation aligns with the risk profiles of institutional clients across various geographic markets. Overseeing the performance of diverse investment vehicles, the Global Chief Executive Officer, Asset Management drives the development of proprietary funds and advisory products. William Truscott coordinates with regional teams to capture emerging market opportunities while maintaining strict adherence to regulatory standards. This position requires constant monitoring of global economic trends to adjust portfolio positioning effectively. By optimizing the investment platform, the Global Chief Executive Officer, Asset Management secures sustainable returns for investors and strengthens the market position of the firm on a global scale.

James Cracchiolo, the Chief Executive Officer & Chairman at Ameriprise Financial, governs the strategic direction and board-level initiatives of the entire organization. Cracchiolo defines the corporate mission, focusing on the delivery of comprehensive financial planning and brokerage solutions to a vast client network. James Cracchiolo leads the executive team in executing high-level growth initiatives that expand the reach of the firm into new market segments. This role involves balancing shareholder interests with the commitment to providing superior investment advisory services. By fostering a culture of excellence and accountability, the Chief Executive Officer & Chairman ensures that the firm maintains its reputation for stability and innovation. Through the oversight of major acquisitions and capital investments, the Chief Executive Officer & Chairman secures the future trajectory of the company within the competitive financial services landscape.

Monti Moyer, the Chief Operating Officer at Ameriprise Financial, manages the internal infrastructure and operational workflows that support the entire financial services ecosystem. Moyer directs the optimization of business processes, focusing on the scalability of investment platforms and the efficiency of back-office operations. Monti Moyer oversees the implementation of new technologies that streamline client onboarding and account management. This leadership role involves coordinating with other C-suite executives to ensure that operational capacity aligns with the strategic growth objectives of the firm. By identifying bottlenecks in service delivery, the Chief Operating Officer improves the overall productivity of the advisor network. Through the rigorous management of operational risk and the enhancement of internal controls, the Chief Operating Officer ensures that the firm maintains high levels of service quality and regulatory compliance.

Dawn Hall, the Director, Operations & Chief Operating Officer, Waterfront Wealth Management at Ameriprise Financial, governs the operational framework for the Waterfront Wealth Management division. Hall directs the daily activities of the wealth management team, ensuring that all financial planning and investment advisory services meet the specific needs of the client base. Dawn Hall oversees the integration of operational systems to enhance the delivery of retirement and insurance solutions. This role involves managing the administrative functions that support the advisor network, focusing on efficiency and accuracy. By refining the operational processes within the division, the Director, Operations & Chief Operating Officer, Waterfront Wealth Management supports the broader growth goals of the firm. Through the continuous improvement of service protocols, the Director, Operations & Chief Operating Officer, Waterfront Wealth Management ensures that the division remains a key contributor to the overall success of the organization.

Brandi Harvey, the Chief Operating Officer, Ameriprise Financial Services at Ameriprise Financial, manages the operational execution of the core financial services business. Harvey directs the development of support systems that enable financial advisors to provide high-quality investment advisory and brokerage solutions. Brandi Harvey oversees the implementation of service standards that ensure consistency across the entire advisor network. This leadership role involves collaborating with technology teams to deploy tools that enhance the client experience and advisor productivity. By monitoring operational performance metrics, the Chief Operating Officer, Ameriprise Financial Services identifies areas for improvement and drives the adoption of best practices. Through the effective management of resources and the streamlining of internal workflows, the Chief Operating Officer, Ameriprise Financial Services supports the firm in achieving its mission of providing comprehensive financial planning to a broad client base.

Mona Fox, the Chief Operating Officer - Cornerstone Advisors at Ameriprise Financial, leads the operational strategy for the Cornerstone Advisors unit. Fox directs the administrative and operational functions that facilitate the delivery of specialized investment advisory services. Mona Fox oversees the coordination of client-facing teams to ensure that all financial planning and asset management activities are executed with precision. This role involves managing the infrastructure that supports the advisory platform, focusing on the integration of new service offerings. By optimizing the operational workflows within the unit, the Chief Operating Officer - Cornerstone Advisors enhances the ability of the firm to serve its clients effectively. Through the continuous assessment of operational performance, the Chief Operating Officer - Cornerstone Advisors ensures that the unit remains aligned with the broader strategic goals of the organization and maintains high standards of service excellence.

Gerard Smyth, the Executive Vice President & Chief Information Officer, At Ameriprise Financial at Ameriprise Financial, directs the technological strategy and digital transformation of the firm. Smyth architects the secure cloud infrastructure and data management systems that support all financial planning and investment advisory platforms. Gerard Smyth oversees the cybersecurity initiatives that protect client data and ensure the integrity of the brokerage solutions. This leadership role involves collaborating with other C-suite executives to align technology investments with the long-term growth objectives of the company. By driving the adoption of advanced analytics and automation, the Executive Vice President & Chief Information Officer, At Ameriprise Financial improves the efficiency of the advisor network and the quality of the client experience. Through the continuous innovation of the digital ecosystem, the Executive Vice President & Chief Information Officer, At Ameriprise Financial ensures that the firm remains at the forefront of the financial services industry.

Thomas Rudakas, the Managing Director at Ameriprise Financial, oversees the execution of specialized financial advisory services and client relationship management. Rudakas directs the implementation of wealth management strategies tailored to high-net-worth individuals, ensuring that every client receives personalized investment guidance. Thomas Rudakas manages the day-to-day operations of the advisory team, focusing on the delivery of retirement planning and insurance solutions. This leadership role involves mentoring junior advisors and refining the service delivery model to improve client retention rates. By analyzing market data and client feedback, the Managing Director identifies opportunities for service enhancement and operational efficiency. Through the coordination of cross-functional teams, the Managing Director ensures that the firm provides a seamless experience for all clients, ultimately driving growth and maintaining the high standards of the organization.

Kerry Wate, the Managing Director at Ameriprise Financial, leads the strategic development of institutional client partnerships and business development initiatives. Wate architects the outreach programs designed to attract new institutional accounts, focusing on the unique needs of large-scale investors. Kerry Wate manages the integration of brokerage solutions with existing asset management platforms to provide a holistic service offering. This role requires constant engagement with market stakeholders to identify trends and adjust service delivery accordingly. By overseeing the performance of the institutional sales team, the Managing Director ensures that the firm meets its revenue targets and expands its market footprint. Through the application of deep industry knowledge, the Managing Director drives the development of innovative financial products that address the complex requirements of institutional clients, thereby reinforcing the market position of the firm.