Leadership Overview
Edelman Financial Engines has 4 executives leading key functions including strategy, marketing, and operations.
Driven by a commitment to client success, Edelman Financial Engines provides independent investment advisory services across workplace and retail segments, impacting the financial well-being of individuals and employers nationwide.
Driven by a commitment to client success, Edelman Financial Engines provides independent investment advisory services across workplace and retail segments, impacting the financial well-being of individuals and employers nationwide.
Leadership Roles at Edelman Financial Engines
Ralph Haberli - President and Acting Chief Executive Officer
Ralph Haberli, the President and Acting Chief Executive Officer at Edelman Financial Engines, directs the firm's overall strategic vision and operational execution. Haberli guides the company's dual focus on workplace retirement solutions and retail financial planning services, ensuring alignment with market demands and client needs. Overseeing critical business segments, the President and Acting Chief Executive Officer drives initiatives to enhance service delivery and expand market reach across the United States. This leadership role involves fostering a culture of innovation and client-centricity, essential for maintaining Edelman Financial Engines' position as a leading independent advisory firm. By championing strategic growth, Ralph Haberli ensures the company's continued impact on the financial futures of its diverse client base, from large employers to individual investors.
Denitsa Balunis - Senior Vice President, Head of Strategy, Chief of Staff To Chief Executive Officer, Member of Strategy Council
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 operational alignment across the organization. Balunis works closely with the President and Acting Chief Executive Officer to define and implement key strategic initiatives, ensuring that all business functions contribute effectively to the company's overarching goals. This multifaceted role involves facilitating critical decision-making processes, managing cross-functional projects, and serving as a key liaison between executive leadership and various departments. Overseeing the development and execution of strategic roadmaps, the Senior Vice President, Head of Strategy, Chief of Staff To Chief Executive Officer, Member of Strategy Council ensures that Edelman Financial Engines remains agile and responsive to evolving market dynamics. By driving strategic clarity and operational efficiency, Denitsa Balunis significantly contributes to the firm's sustained growth and market leadership.
Megan Hanley - Chief Marketing Officer
Megan Hanley, the Chief Marketing Officer at Edelman Financial Engines, architects and executes comprehensive marketing strategies to elevate brand presence and drive client acquisition. Hanley oversees all aspects of marketing, including digital engagement, content development, and brand communications, ensuring a cohesive message across both the Workplace and Retail business segments. This leadership position involves translating the company's value proposition into compelling campaigns that resonate with employers offering 401(k) plans and mass affluent individuals seeking holistic financial planning. By analyzing market trends and consumer behavior, the Chief Marketing Officer identifies new opportunities for growth and engagement. Through strategic brand initiatives, Megan Hanley directly supports Edelman Financial Engines' mission to empower individuals to achieve financial security and independence.
Tania Loffreda - Secure Infrastructure & IT Chief of Staff
Tania Loffreda, the Secure Infrastructure & IT Chief of Staff at Edelman Financial Engines, manages critical IT operations and ensures the integrity and security of the company's technological infrastructure. Loffreda oversees the strategic planning and execution of IT initiatives, focusing on enhancing system reliability, scalability, and cybersecurity across both the Workplace and Retail segments. This role involves close collaboration with technology teams to implement robust security protocols and optimize IT service delivery, safeguarding sensitive client data and proprietary information. By directing efforts to maintain a secure and efficient IT environment, the Secure Infrastructure & IT Chief of Staff supports the seamless delivery of financial advisory services. Tania Loffreda's leadership ensures that Edelman Financial Engines' technological foundation is robust, secure, and capable of supporting the company's ongoing expansion and commitment to client trust.
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