Edelman Financial Engines Executive and Leadership Team

Ralph Haberli, the Chief Executive Officer at Edelman Financial Engines, directs the company's overall strategic vision and operational execution. Haberli guides the enterprise across its dual Workplace and Retail business segments, ensuring alignment with the core mission of providing independent investment advisory services. Overseeing the integration of automated managed account solutions for 401(k) plans and fee-based financial planning for mass affluent clients, Haberli drives growth and market penetration. This leadership role involves fostering innovation and maintaining the highest standards of client service. By championing strategic initiatives, Ralph Haberli ensures Edelman Financial Engines solidifies its position as a leading independent advisory firm, impacting the financial futures of a broad client base across the United States.

Denitsa Balunis, the Senior Vice President, Head of Strategy, Chief of Staff To Chief Executive Officer, Member of Strategy Council at Edelman Financial Engines, spearheads strategic planning and corporate development initiatives. Balunis collaborates directly with the Chief Executive Officer to define and implement long-term growth strategies, ensuring the company's competitive positioning in the independent investment advisory market. This role involves analyzing market dynamics, identifying new business opportunities, and optimizing operational frameworks for both the Workplace and Retail segments. Overseeing the Strategy Council, Denitsa Balunis ensures cohesive strategic execution across the organization, driving innovation in automated managed accounts and holistic financial planning services. By translating strategic vision into actionable plans, Balunis significantly contributes to Edelman Financial Engines' sustained success and market leadership.

Megan Hanley, the Chief Marketing Officer at Edelman Financial Engines, architects and executes the company's comprehensive marketing and brand strategy. Hanley drives customer acquisition and retention efforts across both the Workplace and Retail divisions, ensuring consistent messaging that highlights the firm's independent advisory services. This involves developing targeted campaigns for employer-sponsored 401(k) plans and for mass affluent individuals seeking holistic financial planning. Overseeing all aspects of brand development, digital marketing, and public relations, the Chief Marketing Officer ensures Edelman Financial Engines maintains a strong market presence. By analyzing market trends and customer needs, Megan Hanley positions the company for sustained growth and enhances its reputation as a trusted financial partner.

Tania Loffreda, the Secure Infrastructure & IT Chief of Staff at Edelman Financial Engines, manages critical IT operations and ensures the integrity of the company's technological infrastructure. Loffreda oversees the strategic alignment of IT initiatives with business objectives, focusing on secure system development and maintenance for both the Workplace and Retail segments. This involves safeguarding sensitive client data and ensuring the reliability of the automated managed account solutions and financial planning platforms. Coordinating cross-functional technology projects and managing vendor relationships, the Chief of Staff ensures operational efficiency and robust security protocols. By driving technological advancements, Tania Loffreda supports Edelman Financial Engines' ability to deliver secure and effective financial advisory services.