Ameriprise Financial Executive and Leadership Team

June, 2026

Leadership Overview

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

Driven by a commitment to client success, Ameriprise Financial provides comprehensive financial planning, investment advisory, and wealth management solutions, impacting markets through extensive advisor networks and robust investment 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
  • Managing Director, Chief Operating Officer - Phillip Fournier
  • Financial Advisor & Chief Operating Officer, Morgan & Associates - Matthew Dunphy
  • Chief of Staff - Kimberly Holubec
  • Director - Planning and Administration. Chief of Staff - Michaela Hannagan
  • Vice President - Application Development and Chief Information Officer Ameriprise Bank, FSB - Ryan Macomb
  • Senior Project Coordinator & Chief Information Officer, Office of - Jolene Henderson
  • Manager, Planning Administration & Chief Information Officer, Office of & Executive Vice President - Kimberley Brunner
  • James Cracchiolo - Chief Executive Officer & Chairman

    James Cracchiolo, the Chief Executive Officer & Chairman at Ameriprise Financial, directs the company's overarching strategy and corporate governance. Overseeing all major business units, Cracchiolo ensures alignment with the firm's mission of providing diversified financial services and wealth management solutions. This leadership role involves guiding the company's expansion in investment advisory, asset management, and retirement planning services. By setting the strategic vision, James Cracchiolo drives the company's market impact and financial performance. The Chairman's responsibilities include fostering a culture of client-centricity and innovation across the extensive network of financial advisors and investment platforms. Cracchiolo's executive oversight ensures the delivery of comprehensive financial planning and brokerage solutions to both individual and institutional clients, solidifying Ameriprise Financial's position in the market.
    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, spearheads the company's investment strategy and operational leadership. Truscott manages the global investment portfolio, ensuring robust asset management and advisory services align with client objectives. This dual role involves directing the firm's approach to retirement planning and insurance solutions, leveraging deep market insights. By overseeing investment platforms, William Truscott enhances the delivery of financial planning services to a broad client base. The Chief Executive Officer & Interim Global Chief Investment Officer's focus extends to driving growth and maintaining market competitiveness through strategic capital allocation and risk management. Truscott's leadership ensures the integrity and performance of investment offerings, supporting Ameriprise Financial's commitment to client wealth accumulation and security.
    William Truscott

    Kimberly Pierre - Chief Executive Officer, Truspire Wealth Advisors

    Kimberly Pierre, the Chief Executive Officer, Truspire Wealth Advisors at Ameriprise Financial, leads a specialized wealth advisory unit focused on delivering tailored financial solutions. Pierre directs the strategic vision and operational management for Truspire Wealth Advisors, ensuring alignment with Ameriprise Financial's core offerings in financial planning and investment advisory. This leadership role involves cultivating client relationships and expanding the firm's reach within specific market segments. By overseeing the advisory team, Kimberly Pierre ensures the delivery of high-quality asset management and retirement planning services. The Chief Executive Officer's commitment is to foster growth and client success through expert guidance and personalized strategies. Pierre's leadership strengthens Ameriprise Financial's comprehensive suite of wealth management solutions.
    Kimberly Pierre

    Phillip Fournier - Managing Director, Chief Operating Officer

    Phillip Fournier, the Managing Director, Chief Operating Officer at Ameriprise Financial, oversees the company's extensive operational infrastructure and service delivery. Fournier directs the execution of business strategies, ensuring efficiency and scalability across all departments, including financial planning, investment advisory, and asset management. This critical role involves optimizing the operational workflows that support the company's large network of financial advisors and investment platforms. By managing day-to-day operations, Phillip Fournier ensures the reliable provision of retirement, insurance, and brokerage solutions to individual and institutional clients. The Chief Operating Officer's focus is on enhancing operational excellence and driving process improvements that support Ameriprise Financial's growth and client satisfaction. Fournier's leadership ensures the seamless integration of technology and human capital to meet market demands.

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

    Matthew Dunphy, the Financial Advisor & Chief Operating Officer, Morgan & Associates at Ameriprise Financial, combines client advisory responsibilities with operational leadership for a specific associate group. Dunphy manages the day-to-day operations of Morgan & Associates, ensuring efficient service delivery in financial planning and investment advisory. This dual role involves guiding the team to provide comprehensive asset management and retirement solutions to clients. By overseeing operations, Matthew Dunphy supports the strategic objectives of Ameriprise Financial within this specific practice. The Chief Operating Officer's focus is on optimizing workflows and enhancing team performance. Dunphy's expertise ensures that Morgan & Associates effectively serves its client base while adhering to the firm's high standards.

    Kimberly Holubec - Chief of Staff

    Kimberly Holubec, the Chief of Staff at Ameriprise Financial, facilitates strategic initiatives and operational efficiency across the organization. Holubec coordinates key projects and ensures seamless communication between executive leadership and various business units, supporting the delivery of financial planning and wealth management services. This role involves streamlining internal processes to enhance the effectiveness of the company's extensive network of financial advisors. By managing critical administrative functions, Kimberly Holubec contributes to the smooth operation of asset management and brokerage solutions. The Chief of Staff's responsibilities include driving cross-functional collaboration to achieve corporate objectives and uphold the company's commitment to client success. Holubec's support ensures that Ameriprise Financial's strategic goals are effectively translated into actionable plans.

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

    Michaela Hannagan, the Director - Planning and Administration. Chief of Staff at Ameriprise Financial, manages critical administrative functions and supports strategic planning efforts. Hannagan oversees the coordination of departmental initiatives, ensuring alignment with the company's broader goals in wealth management and financial services. This role involves enhancing administrative processes to support the firm's extensive network of financial advisors and investment platforms. By focusing on planning and administration, Michaela Hannagan contributes to the efficient delivery of retirement, insurance, and brokerage solutions. The Chief of Staff's responsibilities include facilitating communication and resource allocation to drive operational effectiveness. Hannagan's efforts support Ameriprise Financial's commitment to providing comprehensive financial planning to its diverse 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, leads the technological infrastructure and application development for the banking division. Macomb directs the creation and maintenance of software solutions that support financial planning, investment advisory, and asset management services. This role is crucial for ensuring the security and efficiency of digital platforms used by financial advisors and clients. By overseeing application development, Ryan Macomb enhances the user experience and operational capabilities of Ameriprise Bank, FSB. The Chief Information Officer's responsibilities include driving innovation in technology to support the company's strategic objectives and regulatory compliance. Macomb's expertise ensures that Ameriprise Financial's banking technology remains at the forefront of the industry.

    Jolene Henderson - Senior Project Coordinator & Chief Information Officer, Office of

    Jolene Henderson, the Senior Project Coordinator & Chief Information Officer, Office of at Ameriprise Financial, manages key technology projects and oversees information strategy. Henderson coordinates the implementation of IT solutions that enhance the company's financial planning, investment advisory, and asset management capabilities. This role involves ensuring that technology projects align with business objectives and support the firm's extensive network of financial advisors. By directing information strategy, Jolene Henderson contributes to the secure and efficient delivery of retirement, insurance, and brokerage solutions. The Chief Information Officer's responsibilities include driving technological advancements and maintaining the integrity of data systems. Henderson's project coordination ensures that Ameriprise Financial leverages technology effectively to serve its clients.
    Jolene Henderson

    Kimberley Brunner - Manager, Planning Administration & Chief Information Officer, Office of & Executive Vice President

    Kimberley Brunner, the Manager, Planning Administration & Chief Information Officer, Office of & Executive Vice President at Ameriprise Financial, holds a multifaceted leadership position overseeing strategic planning, administration, and information technology. Brunner directs initiatives that enhance operational efficiency and technological capabilities across the organization, supporting financial planning and wealth management services. This comprehensive role involves managing administrative functions and guiding the IT strategy to support the firm's extensive network of financial advisors. By integrating planning, administration, and IT oversight, Kimberley Brunner ensures robust support for asset management, retirement, insurance, and brokerage solutions. The Executive Vice President's focus is on driving strategic alignment and operational excellence. Brunner's leadership ensures Ameriprise Financial's technological infrastructure effectively supports its client-focused mission.

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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, Managing Director, Chief Operating Officer, Financial Advisor & Chief Operating Officer, Morgan & Associates.