Ameriprise Financial Executive and Leadership Team

November, 2026

Leadership Overview

Ameriprise Financial has 10 executives leading key functions including strategy, wealth management, operations, technology, and marketing.

Committed to delivering comprehensive financial planning and investment solutions, Ameriprise Financial empowers clients to achieve long-term financial goals through a robust network of advisors and advanced digital platforms.

Leadership Roles at Ameriprise Financial

  • Chief Executive Officer - Stephane Henry
  • Chief Executive Officer & Chairman - James Cracchiolo
  • Chief Executive Officer, Clearfork Wealth Management - Jason Fisk
  • Chief Operating Officer - Monti Moyer
  • Chief Operating Officer - Cornerstone Advisors - Mona Fox
  • Vice President - Application Development and Chief Information Officer Ameriprise Bank, FSB - Ryan Macomb
  • Director - Planning and Administration. Chief of Staff - Michaela Hannagan
  • Chief Marketing Officer & Private Wealth Advisor - Susan Riley Hayes
  • Managing Director - Rebecca Rooks
  • Managing Director - Kerry Wate
  • Stephane Henry - Chief Executive Officer

    Stephane Henry, the Chief Executive Officer at Ameriprise Financial, directs the overarching strategic vision for the firm. Henry oversees the integration of wealth management services with institutional asset management capabilities to ensure consistent growth. By aligning corporate resources with evolving market demands, the Chief Executive Officer drives operational excellence across all business units. This leadership role involves constant evaluation of the competitive landscape to maintain a strong market position. Stephane Henry fosters a culture of accountability and innovation, ensuring that the firm meets the complex needs of individual and institutional clients. Through rigorous oversight of financial performance and risk management, the Chief Executive Officer secures the stability of the organization. Ultimately, Henry shapes the long-term trajectory of the company by prioritizing client-centric solutions and sustainable investment strategies that define the firm's reputation in the financial services sector.
    Stephane Henry

    James Cracchiolo - Chief Executive Officer & Chairman

    James Cracchiolo, the Chief Executive Officer & Chairman at Ameriprise Financial, governs the board and sets the primary strategic direction for the entire enterprise. Cracchiolo manages the relationship between executive leadership and shareholders, ensuring transparency and long-term value creation. As the Chief Executive Officer & Chairman, Cracchiolo oversees the expansion of the firm's footprint across North American markets, focusing on scaling the advisor network and enhancing digital investment platforms. This role requires balancing immediate operational requirements with future-focused initiatives in retirement and insurance services. James Cracchiolo drives the firm's commitment to financial planning excellence, ensuring that all business lines remain aligned with the core mission of client success. By maintaining high standards of corporate governance, Cracchiolo reinforces the firm's market authority and stability, ultimately guiding the organization through complex economic cycles while fostering a culture of integrity and professional growth.
    James Cracchiolo

    Jason Fisk - Chief Executive Officer, Clearfork Wealth Management

    Jason Fisk, the Chief Executive Officer, Clearfork Wealth Management at Ameriprise Financial, directs the strategic operations and growth of the Clearfork division. Fisk manages the delivery of comprehensive wealth management and investment advisory services to a targeted client base. As the Chief Executive Officer, Clearfork Wealth Management, Fisk architects the division's approach to retirement planning and asset management, ensuring that all services align with the firm's high standards. This leadership role involves overseeing the performance of the advisory team and fostering strong client relationships. Jason Fisk drives the division's expansion by identifying new market opportunities and implementing innovative financial solutions. By focusing on client-centric strategies, Fisk ensures that the division contributes significantly to the firm's overall success. Ultimately, the Chief Executive Officer, Clearfork Wealth Management secures the division's position as a trusted provider of financial planning services, delivering consistent value and growth for clients.
    Jason Fisk

    Monti Moyer - Chief Operating Officer

    Monti Moyer, the Chief Operating Officer at Ameriprise Financial, directs the internal business operations and ensures the seamless execution of the firm's strategic initiatives. Moyer manages the day-to-day functions of the organization, focusing on streamlining workflows and improving operational efficiency across all departments. As the Chief Operating Officer, Moyer architects systems that support the firm's large network of financial advisors, ensuring that technology and administrative support remain top-tier. This leadership role involves overseeing the integration of new business processes to enhance productivity and reduce costs. Monti Moyer drives the firm's commitment to operational excellence, ensuring that all internal teams remain aligned with the broader corporate mission. By optimizing the firm's infrastructure, Moyer supports the delivery of high-quality financial planning and investment services. Ultimately, the Chief Operating Officer secures the firm's operational stability, allowing the organization to scale effectively while maintaining a focus on client satisfaction.

    Mona Fox - Chief Operating Officer - Cornerstone Advisors

    Mona Fox, the Chief Operating Officer - Cornerstone Advisors at Ameriprise Financial, directs the operational strategy for the Cornerstone division, focusing on specialized wealth management services. Fox manages the administrative and operational frameworks that support high-net-worth client portfolios. As the Chief Operating Officer - Cornerstone Advisors, Fox architects processes that enhance the efficiency of investment advisory teams, ensuring that client needs are met with precision and speed. This leadership role involves coordinating with other business units to ensure that the Cornerstone division remains aligned with the firm's overall growth objectives. Mona Fox drives the implementation of best practices in asset management and retirement planning, fostering a culture of excellence within the division. By optimizing operational workflows, Fox supports the delivery of premium financial services. Ultimately, the Chief Operating Officer - Cornerstone Advisors secures the division's reputation for providing tailored, high-impact financial solutions to a sophisticated client base.

    Ryan Macomb - Vice President - Application Development and Chief Information Officer Ameriprise Bank, FSB

    Ryan Macomb, the Vice President - Application Development and Chief Information Officer Ameriprise Bank, FSB at Ameriprise Financial, directs the technological transformation of the firm's banking and digital platforms. Macomb manages the development of secure, scalable applications that support the firm's investment and brokerage services. As the Vice President - Application Development and Chief Information Officer Ameriprise Bank, FSB, Macomb architects the digital infrastructure necessary to provide clients with seamless access to financial planning tools. This leadership role involves overseeing cybersecurity initiatives and ensuring that all technology systems comply with industry regulations. Ryan Macomb drives innovation by integrating advanced data analytics into the firm's banking operations, allowing for more personalized client experiences. By leading the technology team, Macomb ensures that the firm remains at the forefront of digital financial services. Ultimately, the Vice President - Application Development and Chief Information Officer Ameriprise Bank, FSB secures the firm's technological edge in a competitive market.

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

    Michaela Hannagan, the Director - Planning and Administration. Chief of Staff at Ameriprise Financial, directs the administrative functions and strategic planning processes that support the executive leadership team. Hannagan manages the flow of information and priorities between the C-suite and the broader organization, ensuring that strategic goals are clearly communicated and executed. As the Director - Planning and Administration. Chief of Staff, Hannagan architects the operational rhythm of the executive office, facilitating effective decision-making and cross-departmental collaboration. This leadership role involves overseeing special projects that impact the firm's long-term strategy and organizational health. Michaela Hannagan drives the alignment of administrative resources with the firm's mission, ensuring that the leadership team has the support necessary to navigate complex market challenges. By maintaining a focus on organizational efficiency, Hannagan supports the firm's overall success. Ultimately, the Director - Planning and Administration. Chief of Staff secures the effectiveness of the executive team through meticulous planning and coordination.

    Susan Riley Hayes - Chief Marketing Officer & Private Wealth Advisor

    Susan Riley Hayes, the Chief Marketing Officer & Private Wealth Advisor at Ameriprise Financial, directs the firm's brand strategy and client acquisition efforts while maintaining an active role in private wealth management. Hayes manages the development of marketing campaigns that highlight the firm's expertise in financial planning and investment advisory services. As the Chief Marketing Officer & Private Wealth Advisor, Hayes architects the firm's public image, ensuring that the brand resonates with both individual and institutional clients. This leadership role involves balancing high-level marketing strategy with the hands-on management of private wealth portfolios. Susan Riley Hayes drives the integration of marketing insights into the advisory process, enhancing the firm's ability to attract and retain clients. By leveraging deep market knowledge, Hayes ensures that the firm's value proposition remains clear and compelling. Ultimately, the Chief Marketing Officer & Private Wealth Advisor secures the firm's market presence through strategic communication and personalized client service.
    Susan Riley Hayes

    Rebecca Rooks - Managing Director

    Rebecca Rooks, the Managing Director at Ameriprise Financial, directs high-level client engagement strategies and oversees the delivery of wealth management solutions. Rooks manages the performance of regional advisor teams, ensuring that service quality remains consistent with the firm's standards. As the Managing Director, Rooks architects initiatives to improve client retention and expand the reach of investment advisory services. This leadership role involves collaborating with other senior executives to refine the firm's approach to retirement planning and asset management. Rebecca Rooks drives operational efficiency within the advisory network, implementing processes that allow for more personalized client interactions. By focusing on the development of talent and the optimization of service delivery, Rooks ensures that the firm remains a leader in the financial services industry. Ultimately, the Managing Director secures the firm's competitive advantage by fostering deep, trust-based relationships with a diverse client base.

    Kerry Wate - Managing Director

    Kerry Wate, the Managing Director at Ameriprise Financial, oversees the strategic deployment of capital and resources across the firm's brokerage and insurance divisions. Wate manages complex projects aimed at modernizing the firm's service infrastructure to better support institutional clients. As the Managing Director, Wate drives the implementation of new investment platforms that enhance the capabilities of the advisor network. This leadership role involves coordinating with cross-functional teams to ensure that all product offerings meet regulatory requirements and client expectations. Kerry Wate focuses on scaling operations to accommodate growth in the wealth management sector, ensuring that the firm maintains its reputation for reliability and excellence. By analyzing market trends and operational data, Wate identifies opportunities for process improvement and service expansion. Ultimately, the Managing Director strengthens the firm's market position by delivering robust, scalable solutions that address the evolving financial needs of a broad client base.

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    Frequently Asked Questions Regarding Ameriprise Financial Top Executives and Leadership Team

    Who leads Ameriprise Financial?
    Ameriprise Financial is led by Stephane Henry (Chief Executive Officer), along with executives such as James Cracchiolo (Chief Executive Officer & Chairman) and Jason Fisk (Chief Executive Officer, Clearfork Wealth Management).
    Who is part of Ameriprise Financial’s executive team?
    The executive team of Ameriprise Financial includes leaders such as Stephane Henry (Chief Executive Officer), James Cracchiolo (Chief Executive Officer & Chairman), Jason Fisk (Chief Executive Officer, Clearfork Wealth Management) 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, Chief Executive Officer & Chairman, Chief Executive Officer, Clearfork Wealth Management, Chief Operating Officer, Chief Operating Officer - Cornerstone Advisors.