Edward Jones Executive and Leadership Team

Aaron Masek, the Director - Finance and Chief Financial Officer Bridge Builder Funds and Edward Jones Money Market Fund at Edward Jones, manages the financial operations and strategic fiscal planning for key investment vehicles. Masek oversees the financial health and performance of the Bridge Builder Funds and the Edward Jones Money Market Fund, ensuring compliance with regulatory standards and maximizing investor value. This critical role involves detailed financial analysis, budgeting, and forecasting to support the firm's investment services and wealth strategies. Masek's responsibilities extend to managing financial risk and optimizing capital allocation for these specific funds. The leadership provided by Aaron Masek is essential for maintaining investor confidence and supporting the firm's objective of making investment advice accessible. By ensuring sound financial management of these funds, Masek directly contributes to the firm's overall stability and its ability to serve individual investors and small-business owners effectively across its extensive branch network.

Andrew Miedler, the Principal, Chief Financial Officer, Head of Digital, Data & Emerging Segments at Edward Jones, directs the financial strategy, digital transformation, and data analytics initiatives for the firm. Miedler oversees the financial health of the organization while simultaneously driving innovation in digital platforms, data utilization, and the exploration of new market segments. This multifaceted role is critical for modernizing the firm's approach to investment services and wealth strategies, ensuring its relevance in a rapidly evolving financial landscape. Andrew Miedler's leadership ensures that financial resources are strategically allocated to support digital advancements and data-driven decision-making, enhancing the delivery of personalized financial guidance. By integrating financial oversight with a forward-looking digital and data strategy, Miedler directly contributes to Edward Jones's ability to serve individual investors and small-business owners effectively and efficiently across its extensive network.

Brett Abernathy, the Chief Operating Officer, At Edward Jones Bank (In Formation) at Edward Jones, spearheads the operational framework and strategic development for the forthcoming Edward Jones Bank. Abernathy is tasked with establishing the operational infrastructure, compliance protocols, and service delivery models necessary for a robust banking entity. This pivotal role involves close coordination with regulatory bodies and internal stakeholders to ensure a seamless launch and effective ongoing operations. Brett Abernathy's leadership is crucial for integrating banking services with the firm's existing investment advice and wealth strategies, creating a more comprehensive financial offering for clients. By architecting the operational foundation of the bank, Abernathy directly supports Edward Jones's expansion into new financial service areas, enhancing its capacity to serve individual investors and small-business owners. The successful formation and operation of the bank under Abernathy's direction will significantly bolster the firm's market position.

Aaron Brock, the Enterprise Architecture Chief of Staff at Edward Jones, directs the strategic alignment and execution of the firm's technology architecture initiatives. Brock oversees the integration of complex systems, ensuring scalability and security across all digital platforms supporting financial advisors and individual investors. This leadership function involves close collaboration with technology leaders to translate business requirements into robust architectural blueprints. Brock's focus centers on optimizing the underlying technology infrastructure that enables Edward Jones's core services of investment advice and portfolio management. The role demands a deep understanding of financial services technology trends and the ability to drive innovation within a regulated environment. By ensuring architectural coherence, Brock directly supports the firm's mission to provide accessible wealth strategies and personalized financial guidance to its client base across North America. The effective management of enterprise architecture under Brock's guidance is critical for maintaining operational efficiency and fostering future growth opportunities within the finance sector.

Michael Handshear, the Director, Human Resources & Chief of Staff at Edward Jones, drives the strategic direction and operational execution of the firm's human capital initiatives and provides critical support to executive leadership. Handshear oversees talent acquisition, development, and retention strategies, ensuring the firm has the skilled financial advisors and support staff necessary to serve its clients. This dual role involves managing HR functions while also acting as a key advisor to senior leadership, facilitating strategic decision-making and operational efficiency. Michael Handshear's leadership ensures that the firm's culture aligns with its mission of providing personalized financial guidance and wealth strategies. By optimizing HR processes and supporting executive operations, Handshear directly impacts the firm's ability to maintain its extensive network of branch locations and deliver exceptional service to individual investors and small-business owners. The effective management of human resources and strategic support functions is paramount to Edward Jones's continued success in the financial services sector.

Kathryn Fagan, the Firm Strategy Chief of Staff at Edward Jones, orchestrates the development and implementation of the firm's long-term strategic initiatives. Fagan works closely with senior leadership to define strategic priorities, analyze market trends, and ensure alignment across all business units. This role is pivotal in translating the company's vision for investment advice and wealth strategies into actionable plans that support individual investors and small-business owners. Kathryn Fagan's responsibilities include facilitating strategic planning sessions, monitoring progress against key objectives, and identifying opportunities for growth and innovation within the financial services landscape. By driving strategic clarity and execution, Fagan ensures that Edward Jones remains responsive to client needs and market dynamics, reinforcing its position as a trusted partner for wealth management. The strategic guidance provided by Fagan is fundamental to the firm's sustained success and its commitment to client-centric financial intermediation.

Todd Maloy, the Trust Investments Chief Information Officer & Director at Edward Jones, leads the technology strategy and digital transformation for the firm's trust investment services. Maloy is responsible for developing and implementing innovative technology solutions that enhance the delivery of investment advice and wealth strategies to clients. This leadership position involves overseeing the technology infrastructure that supports complex trust operations, ensuring data security, and driving digital advancements. Todd Maloy's expertise is critical in leveraging technology to provide personalized financial guidance and portfolio-oriented financial intermediation. By directing the technological evolution of trust investments, Maloy directly supports the firm's mission to serve individual investors and small-business owners with cutting-edge financial tools and services. The strategic application of technology under Maloy's purview is essential for maintaining Edward Jones's competitive edge and expanding its reach within the financial services industry.

Leah Costantino, the Inclusion & Accessibility Chief of Staff at Edward Jones, champions initiatives that foster a diverse, equitable, and accessible environment for both associates and clients. Costantino directs the strategic implementation of programs designed to enhance inclusion across all levels of the firm and ensure accessibility in its services and communications. This role is vital in aligning the firm's operations with its commitment to serving a broad spectrum of individual investors and small-business owners. Leah Costantino works to embed principles of diversity and inclusion into the firm's culture, policies, and practices, ensuring that Edward Jones reflects the communities it serves. By driving these critical efforts, Costantino directly supports the firm's mission to provide personalized financial guidance and wealth strategies to everyone, reinforcing its reputation as a client-centric organization. The focus on inclusion and accessibility under Costantino's leadership is integral to the firm's long-term growth and societal impact.

Maryon Urquhart, the Head of & Business Units Chief of Staff (US, Canada) at Edward Jones, provides strategic leadership and operational oversight for the firm's business units across the United States and Canada. Urquhart works to ensure seamless execution of business strategies, fostering collaboration and driving performance across diverse market segments. This role is essential in translating the firm's overarching mission of providing expert financial guidance and wealth strategies into tangible results for clients in key geographic regions. Maryon Urquhart's responsibilities include optimizing business unit operations, identifying growth opportunities, and ensuring alignment with the firm's core values and client-centric approach. By directing the efforts of business units in North America, Urquhart directly supports Edward Jones's commitment to serving individual investors and small-business owners with personalized investment advice and portfolio management services. The strategic coordination provided by Urquhart is fundamental to the firm's sustained success and expansion in its primary markets.

Hema Widhani, the Principal, Chief Experience, Brand & Marketing Officer at Edward Jones, directs the firm's brand strategy, client experience initiatives, and marketing efforts. Widhani is responsible for shaping the overall perception of Edward Jones, ensuring a consistent and positive client journey across all touchpoints. This leadership role is critical in communicating the firm's value proposition of personalized financial guidance, investment services, and wealth strategies to individual investors and small-business owners. Hema Widhani oversees the development and execution of marketing campaigns, brand positioning, and customer engagement strategies designed to deepen client relationships and attract new business. By enhancing the client experience and strengthening the brand, Widhani directly contributes to Edward Jones's market leadership and its mission to make investment advice accessible and effective. The strategic marketing and brand management under Widhani's purview are essential for driving growth and reinforcing client loyalty.