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 organization. By overseeing the integration of financial planning and investment advisory services, Henry ensures that the firm maintains a competitive edge in the wealth management sector. This leadership role involves constant collaboration with the board to refine service delivery models for individual and institutional clients. Stephane Henry drives operational efficiency across the entire enterprise, focusing on scalable growth and client-centric innovation. Through the implementation of robust asset management frameworks, the Chief Executive Officer secures the firm's position as a leader in the financial services industry. By prioritizing sustainable investment practices, Henry fosters trust and stability for a diverse client base, ultimately strengthening the market presence of the company across North American markets.

Lisa Policare, the Penn Wealth Planning Chief Executive Officer & Co-Founder at Ameriprise Financial, architects the strategic direction for specialized wealth planning initiatives. Policare manages the development of bespoke retirement and insurance solutions tailored to high-net-worth individuals. By aligning these planning services with the broader institutional goals of the firm, the Chief Executive Officer ensures consistent delivery of high-quality financial advice. Lisa Policare drives the expansion of the wealth management platform, focusing on client acquisition and retention strategies. This leadership role requires deep engagement with the advisor network to optimize service delivery and maintain regulatory compliance. Through rigorous oversight of planning methodologies, Policare enhances the value proposition for clients seeking comprehensive financial guidance. The Chief Executive Officer consistently monitors market trends to adapt service offerings, ensuring that the firm remains at the forefront of the evolving financial landscape.

Kimberly Pierre, the Chief Executive Officer, Truspire Wealth Advisors at Ameriprise Financial, directs the growth and operational success of the Truspire division. Pierre oversees the delivery of integrated investment advisory and brokerage solutions, ensuring alignment with the firm's commitment to client-focused financial planning. By managing the advisor teams, the Chief Executive Officer fosters a culture of excellence and professional development. Kimberly Pierre drives the implementation of advanced investment platforms that support diverse client needs, from retirement planning to complex asset management. This leadership role involves coordinating with regional stakeholders to expand the firm's footprint and enhance service accessibility. Through strategic resource allocation, Pierre optimizes the performance of the advisory network. The Chief Executive Officer maintains a sharp focus on market volatility, adjusting investment strategies to protect client interests and ensure long-term financial health within the competitive wealth management sector.

James Cracchiolo, the Chief Executive Officer & Chairman at Ameriprise Financial, governs the strategic trajectory and governance standards of the entire organization. Cracchiolo oversees the firm's global operations, ensuring that all business units—from insurance to brokerage—adhere to the highest standards of financial integrity. By chairing the board, the Chief Executive Officer & Chairman facilitates high-level decision-making regarding capital allocation and corporate expansion. James Cracchiolo drives the firm's mission to provide comprehensive financial planning, leveraging a vast network of advisors to reach institutional and individual clients. This leadership role involves navigating complex regulatory environments and steering the company through shifting economic landscapes. Through a commitment to operational excellence, Cracchiolo strengthens the firm's market position. The Chief Executive Officer & Chairman consistently champions innovation in asset management, ensuring that the company remains a trusted partner for clients seeking long-term financial security and growth.

William Truscott, the Chief Executive Officer & Interim Global Chief Investment Officer at Ameriprise Financial, directs the firm's investment philosophy and global asset management strategies. Truscott oversees the research and portfolio management teams, ensuring that investment products align with the company's broader financial planning objectives. By managing the global investment platform, the Chief Executive Officer & Interim Global Chief Investment Officer optimizes asset allocation to maximize returns for institutional and individual clients. William Truscott drives the integration of risk management protocols across all investment vehicles. This leadership role requires constant analysis of global market conditions to inform strategic shifts in the firm's portfolio offerings. Through rigorous oversight of investment performance, Truscott ensures that the company maintains its reputation for stability and excellence. The Chief Executive Officer & Interim Global Chief Investment Officer fosters collaboration between investment analysts and financial advisors to deliver cohesive, high-impact financial solutions.

Wendell Whetstone, the Private Wealth Advisor & Chief Financial Officer, RoseStone Wealth Advisors at Ameriprise Financial, directs the financial health and fiscal planning for the RoseStone division. Whetstone oversees the budgeting, financial reporting, and capital management processes that underpin the firm's wealth management services. By managing the financial risks associated with investment advisory, the Private Wealth Advisor & Chief Financial Officer ensures the long-term sustainability of the division. Wendell Whetstone drives the development of financial models that support the firm's growth objectives and client-focused planning initiatives. This leadership role involves collaborating with other executives to align fiscal strategies with the company's broader mission. Through rigorous financial oversight, Whetstone maintains the integrity of the firm's assets. The Private Wealth Advisor & Chief Financial Officer consistently monitors economic indicators to provide informed guidance, ensuring that the division remains a stable and reliable partner for high-net-worth clients.

Kevin McLaughlin, the Chief Operating Officer, Blackmon & Associates Wealth Management at Ameriprise Financial, directs the internal scaling and administrative infrastructure of the Blackmon & Associates division. McLaughlin oversees the daily operations of the wealth management platform, ensuring that advisor workflows remain efficient and compliant. By streamlining the delivery of financial planning services, the Chief Operating Officer supports the firm's commitment to high-quality client interactions. Kevin McLaughlin drives the adoption of new technology tools that enhance the advisor experience and improve service delivery speed. This leadership role involves coordinating with cross-functional teams to resolve operational bottlenecks and optimize resource utilization. Through meticulous management of internal processes, McLaughlin ensures that the division meets its growth targets. The Chief Operating Officer maintains a focus on operational resilience, allowing the firm to provide consistent, reliable financial advice to clients across diverse market segments.

Mona Fox, the Chief Operating Officer - Cornerstone Advisors at Ameriprise Financial, directs the supply chain logistics and operational support systems for the Cornerstone division. Fox oversees the procurement of financial tools and the management of vendor relationships that support the firm's investment advisory services. By optimizing the operational framework, the Chief Operating Officer - Cornerstone Advisors ensures that advisors have the necessary resources to provide comprehensive retirement and insurance solutions. Mona Fox drives the implementation of standardized operational procedures that enhance service consistency across the division. This leadership role involves managing the logistical aspects of client onboarding and account maintenance. Through strategic oversight of operational costs, Fox improves the overall efficiency of the business unit. The Chief Operating Officer - Cornerstone Advisors consistently evaluates operational performance metrics to identify opportunities for improvement, ensuring that the firm remains agile and responsive to client needs.

Nicole Manzo, the Chief Operating Officer, Ameriprise Financial Services at Ameriprise Financial, directs the enterprise-wide operational strategy and service delivery standards. Manzo oversees the large-scale infrastructure that supports the firm's network of financial advisors, ensuring seamless access to investment platforms and brokerage services. By managing the operational backbone of the company, the Chief Operating Officer ensures that all client-facing functions operate with maximum efficiency. Nicole Manzo drives the digital transformation of service delivery, focusing on enhancing the client experience through technology integration. This leadership role involves coordinating with regional operations to ensure consistent service quality across the firm's broad market reach. Through strategic oversight of operational workflows, Manzo supports the company's growth and market competitiveness. The Chief Operating Officer consistently refines internal processes to improve productivity, ensuring that the firm remains a leader in providing comprehensive financial planning and asset management solutions.

Jolene Henderson, the Senior Project Coordinator & Chief Information Officer, Office of at Ameriprise Financial, directs the technological infrastructure and project management frameworks that support the firm's digital capabilities. Henderson oversees the development of secure data systems and information technology platforms essential for financial planning and investment advisory. By managing the firm's information security, the Senior Project Coordinator & Chief Information Officer ensures the protection of sensitive client data. Jolene Henderson drives the execution of strategic technology projects that enhance the efficiency of the advisor network. This leadership role involves coordinating complex cross-departmental initiatives to ensure that technological advancements align with the company's business goals. Through rigorous oversight of IT operations, Henderson maintains the reliability of the firm's digital services. The Senior Project Coordinator & Chief Information Officer consistently evaluates emerging technologies to keep the firm at the forefront of the financial services industry.