EdgeCo Holdings Executive and Leadership Team

Paul Schneider, the Chief Executive Officer at EdgeCo Holdings, directs the overarching strategic vision for the organization. Schneider oversees the integration of retirement plan administration and brokerage services to ensure consistent value delivery for intermediaries and institutional clients. By aligning corporate objectives with market demands, the Chief Executive Officer drives long-term growth across North American financial sectors. This leadership role involves constant collaboration with the Board to refine the service model for high net worth individuals and family offices. Paul Schneider maintains a focus on operational efficiency, ensuring that all subsidiaries function as a cohesive unit. Through rigorous oversight of the firm's advisory and trust offerings, the Chief Executive Officer secures a competitive market position. Ultimately, Schneider fosters a culture of innovation that supports the complex needs of modern financial advisors while maintaining the highest standards of service quality and institutional integrity.

Michael Blumstein, the Chief Financial Officer at EdgeCo Holdings, manages the fiscal health and capital allocation strategies of the organization. Blumstein oversees financial reporting, budgeting, and treasury functions to support the firm's retirement plan administration and trust services. By analyzing market trends and internal performance metrics, the Chief Financial Officer ensures the company maintains a robust balance sheet capable of sustaining long-term growth. This leadership role involves frequent interaction with institutional stakeholders to communicate financial stability and strategic investment priorities. Michael Blumstein drives initiatives to improve cost efficiency across all subsidiaries, directly impacting the quality of support services provided to advisors. Through meticulous oversight of financial controls and regulatory compliance, the Chief Financial Officer protects the firm's assets while enabling expansion into new market opportunities. Ultimately, Blumstein secures the necessary capital to fuel the ongoing development of integrated financial solutions for high net worth clients.

Tim Friday, the President at EdgeCo Holdings, executes the daily operational strategy across the firm's diverse business lines. Friday oversees the coordination between retirement plan administration, brokerage, and advisory teams to ensure consistent service delivery. By streamlining internal processes, the President enhances the operational efficiency of the firm's support services for intermediaries and institutions. This leadership role involves managing cross-functional teams to achieve performance targets and improve client outcomes. Tim Friday drives the implementation of best practices that allow the organization to scale effectively while maintaining high-quality service standards for family offices and high net worth individuals. Through active engagement with department heads, the President ensures alignment with the company's mission and strategic objectives. Ultimately, Friday fosters a collaborative environment that empowers the workforce to deliver superior financial solutions, ensuring the firm remains a leader in the investment services sector through disciplined execution and operational excellence.

Dan Leman, the Chief Technology Officer at EdgeCo Holdings, architects the digital infrastructure supporting the firm's financial solutions. Leman manages the development of proprietary platforms that facilitate retirement plan administration and brokerage activities for intermediaries. By prioritizing scalable software solutions, the Chief Technology Officer ensures that advisory services remain efficient and accessible for institutional clients. This role involves close coordination with product teams to integrate new features that enhance user experience and operational throughput. Dan Leman drives the adoption of advanced financial technologies to maintain a competitive edge in the rapidly evolving investment landscape. Overseeing the technical roadmap, the Chief Technology Officer mitigates risks associated with digital transformation while supporting the firm's broader mission of service excellence. Through continuous optimization of the technology stack, Leman enables the organization to deliver high-quality, data-driven outcomes for family offices and individual investors across diverse market segments.

Chris Broussard, the Chief Marketing Officer at EdgeCo Holdings, directs the brand strategy and market positioning for the firm's suite of financial services. Broussard oversees the communication of value propositions related to retirement plan administration, brokerage, and advisory offerings to intermediaries and institutions. By crafting targeted campaigns, the Chief Marketing Officer increases awareness of the firm's integrated service model among family offices and high net worth individuals. This role involves aligning marketing efforts with the company's broader business goals to drive client acquisition and retention. Chris Broussard manages the development of educational content and digital outreach programs that highlight the firm's expertise in trust and custody services. Through strategic market analysis, the Chief Marketing Officer identifies emerging trends to refine the brand's narrative. Ultimately, Broussard ensures that the market perceives the organization as a premier provider of technology-driven financial support, fostering trust and long-term partnerships.

Robert Drelick, the Chief Information Officer at EdgeCo Holdings, governs the data security and information management frameworks essential to the firm's operations. Drelick oversees the protection of sensitive client information within the retirement plan administration and brokerage systems. By implementing rigorous cybersecurity protocols, the Chief Information Officer ensures the integrity and availability of data for advisors and institutional clients. This role involves managing the firm's information architecture to support seamless service delivery across all business units. Robert Drelick drives the adoption of secure, compliant data practices that meet the stringent requirements of the financial services industry. Through constant monitoring of the threat landscape, the Chief Information Officer mitigates operational risks and maintains the trust of high net worth individuals and family offices. By optimizing information flow and storage, Drelick enables the organization to leverage data as a strategic asset while upholding the highest standards of privacy and regulatory compliance.