Edelman Financial Engines Executive and Leadership Team

Ralph Haberli, the Chief Executive Officer at Edelman Financial Engines, directs the overarching corporate strategy and long-term vision for the firm. Overseeing both the Workplace and Retail business segments, the Chief Executive Officer ensures alignment between automated managed account solutions and holistic financial planning services. This leadership role involves managing high-level relationships with the Board and driving growth across the United States market. By prioritizing independent investment advice, Ralph Haberli maintains the firm's competitive position within the financial services industry. The Chief Executive Officer also monitors operational efficiency to support the needs of mass affluent customers and employer-sponsored 401(k) plans. Through consistent focus on client outcomes, Haberli secures the firm's reputation as a leader in independent advisory services while navigating complex regulatory environments and evolving market demands.

Denitsa Balunis, the Senior Vice President, Head of Strategy, Chief of Staff To Chief Executive Officer, Member of Strategy Council at Edelman Financial Engines, architects the firm's strategic roadmap and coordinates executive decision-making processes. Overseeing the Strategy Council, the Senior Vice President, Head of Strategy, Chief of Staff To Chief Executive Officer, Member of Strategy Council ensures that business initiatives align with the firm's mission of providing independent investment advice. This leadership role involves analyzing market trends to identify growth opportunities within the Retail and Workplace segments across the United States. By facilitating communication between the Chief Executive Officer and department heads, Denitsa Balunis drives organizational alignment and project execution. The Senior Vice President, Head of Strategy, Chief of Staff To Chief Executive Officer, Member of Strategy Council also monitors performance metrics to support long-term financial goals. Through strategic planning, Balunis enhances the firm's ability to serve mass affluent customers effectively.

Megan Hanley, the Chief Marketing Officer at Edelman Financial Engines, architects the brand strategy and customer acquisition initiatives across the Retail and Workplace segments. Overseeing national marketing campaigns, the Chief Marketing Officer drives engagement with mass affluent customers seeking holistic financial planning. This leadership role involves collaborating with product teams to communicate the value of automated managed account solutions to 401(k) participants. By leveraging data-driven insights, Megan Hanley optimizes digital outreach and brand positioning throughout the United States. The Chief Marketing Officer also manages the firm's public image and market presence to ensure consistent messaging. Through strategic brand development, Hanley expands the reach of the firm's advisory services, directly impacting revenue growth and client retention. The Chief Marketing Officer remains focused on translating complex financial concepts into accessible narratives for diverse investor demographics.

Tania Loffreda, the Secure Infrastructure & IT Chief of Staff at Edelman Financial Engines, directs the technological foundation and security protocols supporting the firm's investment advisory platforms. Overseeing the integration of secure IT systems, the Secure Infrastructure & IT Chief of Staff ensures the stability of automated managed account solutions for 401(k) plans. This leadership role involves coordinating cross-functional technical teams to maintain robust data protection standards across the United States operations. By architecting scalable infrastructure, Tania Loffreda supports the delivery of holistic financial planning services to mass affluent customers. The Secure Infrastructure & IT Chief of Staff also manages internal IT governance and resource allocation to drive operational efficiency. Through rigorous oversight of technical assets, Loffreda mitigates cybersecurity risks while enabling seamless digital experiences for clients. The Secure Infrastructure & IT Chief of Staff maintains the integrity of the firm's digital ecosystem.

Christine Cataldo, the Chief Operations Officer at Edelman Financial Engines, directs the daily business activities and service delivery models for the firm's investment advisory operations. Overseeing the execution of holistic financial planning services, the Chief Operations Officer ensures high-quality client experiences across the Retail segment. This leadership role involves optimizing internal workflows to support the scale of automated managed account solutions for 401(k) plans throughout the United States. By streamlining operational processes, Christine Cataldo improves efficiency and service reliability for mass affluent customers. The Chief Operations Officer also collaborates with other C-suite leaders to implement strategic initiatives and maintain regulatory compliance. Through rigorous management of operational resources, Cataldo supports the firm's commitment to independent advice and client-focused outcomes. The Chief Operations Officer remains dedicated to refining the firm's service delivery infrastructure to meet the evolving needs of the financial services market.