Ameriprise Financial Executive and Leadership Team

James Cracchiolo, the Chief Executive Officer & Chairman at Ameriprise Financial, directs the overarching corporate strategy and long-term vision for the organization. Overseeing the entire enterprise, Cracchiolo ensures alignment between wealth management services and institutional asset management goals. This leadership role involves navigating complex market environments to drive sustainable growth across North American operations. By fostering a culture of client-centric financial planning, the Chief Executive Officer & Chairman maintains the firm's competitive edge in the investment advisory sector. James Cracchiolo actively engages with the Board to refine governance standards and capital allocation policies. Through rigorous oversight of the company's diverse product portfolio, the executive secures the firm's market position. Ultimately, Cracchiolo drives the strategic initiatives that define the company's impact on individual and institutional financial success.

William Truscott, the Chief Executive Officer & Interim Global Chief Investment Officer at Ameriprise Financial, manages the firm's investment philosophy and global asset management strategies. Overseeing the integration of research and portfolio construction, the Chief Executive Officer & Interim Global Chief Investment Officer ensures that investment products meet the evolving needs of institutional clients. This role requires constant monitoring of global market trends to optimize asset allocation and risk management frameworks. By directing the investment teams, William Truscott maintains high performance standards across all brokerage and retirement solutions. The executive collaborates with senior leadership to align investment outcomes with the broader corporate mission of wealth preservation. Through precise execution of investment mandates, Truscott strengthens the firm's reputation for excellence. Ultimately, the Chief Executive Officer & Interim Global Chief Investment Officer delivers the analytical rigor necessary for long-term client prosperity.

Kimberly Pierre, the Chief Executive Officer, Truspire Wealth Advisors at Ameriprise Financial, directs the strategic growth and client service mission of the Truspire practice. Overseeing the development of comprehensive financial planning and investment advisory services, the Chief Executive Officer, Truspire Wealth Advisors ensures that the practice delivers high-value solutions to individual clients. This role involves leading the advisory team to achieve excellence in retirement and insurance planning. By fostering a culture of professional integrity, Pierre maintains the practice's reputation for superior wealth management. The executive collaborates with the broader Ameriprise network to integrate institutional investment platforms into local client strategies. Through the execution of a clear business vision, Kimberly Pierre drives the expansion of the practice's client base. Ultimately, the Chief Executive Officer, Truspire Wealth Advisors secures the financial well-being of clients through dedicated leadership and expert financial guidance.

Peter Goldberg, the Financial Advisor & Chief Financial Officer, Halcyon Financial Partners at Ameriprise Financial, directs the financial health and strategic planning for the Halcyon practice. Overseeing the fiscal management and investment advisory functions, the Financial Advisor & Chief Financial Officer, Halcyon Financial Partners ensures that client portfolios remain aligned with long-term retirement goals. This role involves analyzing market data to provide tailored financial advice while simultaneously managing the practice's internal budget and capital structure. By balancing client-facing advisory duties with executive financial oversight, Goldberg maintains the stability of the practice. The executive collaborates with the broader Ameriprise network to leverage institutional resources for local client benefit. Through disciplined financial management, Peter Goldberg drives growth and profitability within the practice. Ultimately, the Financial Advisor & Chief Financial Officer, Halcyon Financial Partners secures the financial future of clients through expert guidance and sound fiscal stewardship.

Wendell Whetstone, the Private Wealth Advisor & Chief Financial Officer, RoseStone Wealth Advisors at Ameriprise Financial, directs the financial strategy and investment advisory services for the RoseStone practice. Overseeing the management of high-net-worth client portfolios, the Private Wealth Advisor & Chief Financial Officer, RoseStone Wealth Advisors ensures that investment strategies reflect individual risk profiles and long-term objectives. This role involves balancing complex financial planning with the fiscal oversight of the practice's own operations. By providing expert guidance on asset allocation and retirement planning, Whetstone helps clients navigate volatile market conditions. The executive utilizes the firm's institutional research to inform local investment decisions. Through rigorous financial analysis and client engagement, Wendell Whetstone drives the success of the practice. Ultimately, the Private Wealth Advisor & Chief Financial Officer, RoseStone Wealth Advisors secures the financial legacy of clients through personalized, data-driven wealth management.

Amanda Schneider, the Vice President and Chief of Staff - Chief Financial Officer Office and FLDP and ALDP Programs at Ameriprise Financial, directs the administrative and strategic operations within the Chief Financial Officer's office. Overseeing the coordination of leadership development programs, the Vice President and Chief of Staff - Chief Financial Officer Office and FLDP and ALDP Programs ensures that the firm cultivates a pipeline of future financial talent. This role involves managing cross-functional projects that support the company's financial planning and asset management objectives. By facilitating communication between the Chief Financial Officer and other executive leaders, Schneider ensures the alignment of corporate financial goals. The executive manages the operational aspects of the leadership development initiatives to maintain high standards of professional growth. Through the effective orchestration of these programs, Amanda Schneider supports the firm's long-term human capital strategy. Ultimately, the Vice President and Chief of Staff - Chief Financial Officer Office and FLDP and ALDP Programs drives the organizational readiness required for sustained financial leadership.

Monti Moyer, the Chief Operating Officer at Ameriprise Financial, architects the internal infrastructure and operational workflows that support the company's vast network of financial advisors. Overseeing the efficiency of service delivery, the Chief Operating Officer ensures that technology platforms and administrative processes remain scalable. This leadership role involves streamlining the execution of retirement and insurance solutions to enhance advisor productivity. By optimizing operational capacity, Moyer directly impacts the firm's ability to serve a growing client base across diverse markets. The executive coordinates with other C-suite leaders to implement digital transformation initiatives that improve the overall client experience. Through meticulous management of internal resources, Monti Moyer maintains the operational integrity of the organization. Ultimately, the Chief Operating Officer drives the functional excellence required to sustain the company's market-leading position in financial services.

Brandi Harvey, the Chief Operating Officer, Ameriprise Financial Services at Ameriprise Financial, manages the day-to-day operational functions specific to the firm's core financial services division. Overseeing the implementation of compliance protocols and service standards, the Chief Operating Officer, Ameriprise Financial Services ensures that all advisory activities align with regulatory requirements and corporate quality benchmarks. This role involves refining the support systems that enable advisors to deliver personalized financial planning to individual clients. By driving operational improvements, Harvey enhances the speed and accuracy of brokerage transactions. The executive works closely with regional leadership to ensure consistent service delivery across the national footprint. Through the optimization of client-facing processes, Brandi Harvey supports the firm's commitment to superior wealth management. Ultimately, the Chief Operating Officer, Ameriprise Financial Services secures the operational foundation necessary for advisor success and client satisfaction.

Dawn Hall, the Director, Operations & Chief Operating Officer, Waterfront Wealth Management at Ameriprise Financial, manages the operational logistics and administrative efficiency of the Waterfront practice. Overseeing the daily workflows and client service operations, the Director, Operations & Chief Operating Officer, Waterfront Wealth Management ensures that all wealth management processes function seamlessly. This role involves implementing technology solutions that improve advisor-client interactions and streamline account management. By directing the operational team, Hall maintains high standards of service delivery for individual investors. The executive coordinates with the firm's central resources to ensure that local operations benefit from the company's broader investment platforms. Through the continuous improvement of internal systems, Dawn Hall supports the practice's growth objectives. Ultimately, the Director, Operations & Chief Operating Officer, Waterfront Wealth Management drives the operational excellence required to provide comprehensive financial planning and retirement solutions.

Matthew Dunphy, the Financial Advisor & Chief Operating Officer, Morgan & Associates at Ameriprise Financial, manages the operational framework and advisory services for the Morgan & Associates practice. Overseeing the integration of financial planning tools and client service protocols, the Financial Advisor & Chief Operating Officer, Morgan & Associates ensures that the practice operates with maximum efficiency. This role involves providing direct investment advice to clients while simultaneously managing the internal processes that support those advisory functions. By optimizing the practice's operational capacity, Dunphy enables the team to focus on delivering personalized retirement and brokerage solutions. The executive works to align local practice activities with the firm's broader strategic goals. Through the effective management of resources and client relationships, Matthew Dunphy drives the practice's performance. Ultimately, the Financial Advisor & Chief Operating Officer, Morgan & Associates secures client success through operational precision and expert financial advice.