Ameriprise Financial Executive and Leadership Team

July, 2026

Leadership Overview

Ameriprise Financial has 10 executives leading key functions including strategy, investment management, operations, and financial advisory.

Driven by a commitment to client success, Ameriprise Financial provides comprehensive financial planning, investment advisory, and wealth management solutions, impacting individuals and institutions through a vast network of advisors and platforms.

Leadership Roles at Ameriprise Financial

  • Chief Executive Officer & Chairman - James Cracchiolo
  • Chief Executive Officer & Interim Global Chief Investment Officer - William Truscott
  • Chief Executive Officer, Truspire Wealth Advisors - Kimberly Pierre
  • Chief Operating Officer - Monti Moyer
  • Chief Operating Officer, Alliant Financial Strategies - Eva Gubala
  • Chief Operating Officer - Cornerstone Advisors - Mona Fox
  • Financial Advisor & Chief Operating Officer, Morgan & Associates - Matthew Dunphy
  • Chief Operating Officer, Ameriprise Financial Services - Nicole Manzo
  • Director, Operations & Chief Operating Officer, Waterfront Wealth Management - Dawn Hall
  • Director - Planning and Administration. Chief of Staff - Michaela Hannagan
  • James Cracchiolo - Chief Executive Officer & Chairman

    James Cracchiolo, the Chief Executive Officer & Chairman at Ameriprise Financial, directs the overall strategic vision and corporate governance. Overseeing global operations, Cracchiolo ensures alignment with the company's mission of providing diversified financial services and wealth management solutions. This leadership role involves guiding the firm's expansion in investment advisory, asset management, and retirement planning. By driving innovation across all business units, James Cracchiolo directly impacts the company's market position and long-term financial health. Ultimately, Cracchiolo secures the company's commitment to serving individual and institutional clients through a robust network of financial advisors and investment platforms.
    James Cracchiolo

    William Truscott - Chief Executive Officer & Interim Global Chief Investment Officer

    William Truscott, the Chief Executive Officer & Interim Global Chief Investment Officer at Ameriprise Financial, steers the company's strategic direction and oversees its investment portfolio. Managing global investment strategies, Truscott ensures the firm's asset management and investment advisory services meet client needs. This critical role involves directing the allocation of capital and managing market risks to support the company's growth objectives. By optimizing investment performance, William Truscott directly contributes to the firm's reputation for delivering comprehensive financial planning and retirement solutions. Ultimately, Truscott guides the firm's financial advisors in providing robust brokerage solutions to a diverse client base.
    William Truscott

    Kimberly Pierre - Chief Executive Officer, Truspire Wealth Advisors

    Kimberly Pierre, the Chief Executive Officer, Truspire Wealth Advisors at Ameriprise Financial, directs the strategic vision and operational execution for Truspire Wealth Advisors. Leading the firm's advisory services, Pierre ensures the delivery of comprehensive financial planning and investment management solutions. This executive role involves guiding the team in providing personalized wealth management strategies to clients. By fostering a client-centric approach, Kimberly Pierre directly enhances the firm's ability to meet diverse financial needs. Ultimately, Pierre drives the growth and success of Truspire Wealth Advisors in the competitive financial services landscape.
    Kimberly Pierre

    Monti Moyer - Chief Operating Officer

    Monti Moyer, the Chief Operating Officer at Ameriprise Financial, manages the operational efficiency and scalability of the company's core services. Overseeing day-to-day business functions, Moyer ensures seamless delivery of financial planning, investment advisory, and asset management solutions. This leadership position involves optimizing internal processes and technology infrastructure to support a large network of financial advisors. By driving operational excellence, Monti Moyer directly enhances the client experience and strengthens the company's market presence. Ultimately, Moyer ensures the smooth execution of strategies that support retirement, insurance, and brokerage services for individual and institutional clients.

    Eva Gubala - Chief Operating Officer, Alliant Financial Strategies

    Eva Gubala, the Chief Operating Officer, Alliant Financial Strategies at Ameriprise Financial, directs the operational framework for a key advisory division. Managing the strategic execution of business processes, Gubala ensures the effective delivery of financial planning and investment advisory services within Alliant Financial Strategies. This role involves enhancing operational workflows to support advisors in providing comprehensive wealth management solutions. By focusing on efficiency and client service, Eva Gubala directly contributes to the division's growth and its ability to serve individual clients. Ultimately, Gubala strengthens the operational backbone that supports retirement and asset management offerings.

    Mona Fox - Chief Operating Officer - Cornerstone Advisors

    Mona Fox, the Chief Operating Officer - Cornerstone Advisors at Ameriprise Financial, leads the operational strategy for the Cornerstone Advisors business unit. Overseeing critical business functions, Fox drives efficiency and effectiveness in delivering financial planning and investment advisory services. This position involves optimizing operational processes to enhance advisor productivity and client satisfaction within the Cornerstone Advisors network. By ensuring robust operational support, Mona Fox directly impacts the unit's ability to provide comprehensive wealth management solutions. Ultimately, Fox strengthens the operational foundation for retirement planning and asset management services offered through Cornerstone Advisors.

    Matthew Dunphy - Financial Advisor & Chief Operating Officer, Morgan & Associates

    Matthew Dunphy, the Financial Advisor & Chief Operating Officer, Morgan & Associates at Ameriprise Financial, integrates client advisory with operational leadership for a specific practice. Managing both client relationships and internal operations, Dunphy ensures the delivery of personalized financial planning and investment advisory services. This dual role involves optimizing the practice's workflows to enhance advisor support and client outcomes. By focusing on operational efficiency within Morgan & Associates, Matthew Dunphy directly contributes to the firm's wealth management objectives. Ultimately, Dunphy supports the provision of retirement, insurance, and brokerage solutions through dedicated client engagement.

    Nicole Manzo - Chief Operating Officer, Ameriprise Financial Services

    Nicole Manzo, the Chief Operating Officer, Ameriprise Financial Services at Ameriprise Financial, oversees the operational infrastructure supporting the core financial services division. Managing critical business processes, Manzo ensures the efficient delivery of investment advisory, asset management, and brokerage solutions. This leadership function involves optimizing operational workflows to enhance advisor support and client engagement across Ameriprise Financial Services. By driving operational excellence, Nicole Manzo directly contributes to the division's ability to provide comprehensive wealth management. Ultimately, Manzo strengthens the operational framework that underpins retirement and financial planning services.

    Dawn Hall - Director, Operations & Chief Operating Officer, Waterfront Wealth Management

    Dawn Hall, the Director, Operations & Chief Operating Officer, Waterfront Wealth Management at Ameriprise Financial, directs operational strategy for Waterfront Wealth Management. Managing core business functions, Hall ensures the effective delivery of financial planning and investment advisory services within the division. This position involves optimizing operational workflows to enhance advisor support and client outcomes. By focusing on efficiency and client service, Dawn Hall directly contributes to the division's growth and its ability to serve individual clients. Ultimately, Hall strengthens the operational backbone that supports retirement and asset management offerings through Waterfront Wealth Management.

    Michaela Hannagan - Director - Planning and Administration. Chief of Staff

    Michaela Hannagan, the Director - Planning and Administration. Chief of Staff at Ameriprise Financial, manages strategic planning initiatives and administrative functions. Overseeing key operational support, Hannagan ensures alignment between departmental objectives and the company's broader financial services mission. This role involves coordinating critical administrative processes to facilitate effective decision-making and resource allocation. By driving efficient planning and administration, Michaela Hannagan directly supports the executive leadership team. Ultimately, Hannagan contributes to the smooth operation of Ameriprise Financial's wealth management and investment advisory services.

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    Frequently Asked Questions Regarding Ameriprise Financial Top Executives and Leadership Team

    Who leads Ameriprise Financial?
    Ameriprise Financial is led by James Cracchiolo (Chief Executive Officer & Chairman), along with executives such as William Truscott (Chief Executive Officer & Interim Global Chief Investment Officer) and Kimberly Pierre (Chief Executive Officer, Truspire Wealth Advisors).
    Who is part of Ameriprise Financial’s executive team?
    The executive team of Ameriprise Financial includes leaders such as James Cracchiolo (Chief Executive Officer & Chairman), William Truscott (Chief Executive Officer & Interim Global Chief Investment Officer), Kimberly Pierre (Chief Executive Officer, Truspire Wealth Advisors) and other senior executives.
    How many executives does Ameriprise Financial have?
    Ameriprise Financial has 10 executives leading key business areas.
    What roles are included in Ameriprise Financial’s leadership team?
    The leadership team of Ameriprise Financial includes roles such as Chief Executive Officer & Chairman, Chief Executive Officer & Interim Global Chief Investment Officer, Chief Executive Officer, Truspire Wealth Advisors, Chief Operating Officer, Chief Operating Officer, Alliant Financial Strategies.