Osaic Executive and Leadership Team

Eric Westberg, the Chief Executive Officer at Osaic, directs the overarching strategy and operational execution for the nation's largest wealth management platform. Westberg guides the company's mission to empower independent financial professionals and institutions with robust resources, cutting-edge technology, and essential infrastructure. Overseeing the integration of strategic acquisitions and the expansion of service offerings, Westberg ensures Osaic remains at the forefront of the financial services industry. This leadership role involves driving growth initiatives and fostering a culture of innovation that supports the delivery of tailored wealth management strategies to a diverse client base across the United States. By focusing on operational excellence and client-centric solutions, Eric Westberg solidifies Osaic's position as a premier support system for financial professionals.

Lana Cafaro, the Executive Administrator & Chief Executive Officer, Office of at Osaic, manages critical administrative functions and provides executive support to the Office of the CEO. Cafaro ensures the seamless operation of executive-level activities, facilitating strategic decision-making and maintaining organizational efficiency. This role involves coordinating key initiatives, managing executive communications, and supporting the implementation of corporate strategies across Osaic's extensive network of affiliated entities. By optimizing executive workflows and ensuring alignment with company objectives, Lana Cafaro contributes significantly to the effective governance and operational integrity of the wealth management platform. The focus remains on enabling leadership to drive impactful outcomes for financial professionals and their clients.

Edwin Klein, the Chief Executive Officer & Investment Advisor at Osaic, leads strategic initiatives and provides expert investment advisory services. Klein directs the development and implementation of sophisticated wealth management strategies, ensuring alignment with client financial goals and market dynamics. This dual role involves overseeing the advisory platform's growth and enhancing the capabilities offered to independent financial professionals. By focusing on robust investment solutions and client-focused advisory practices, Edwin Klein drives value creation and strengthens Osaic's market position. The commitment to delivering exceptional financial guidance and operational support underscores Klein's integral contribution to the company's success and its mission to empower financial professionals.

Steven McWhorter, the Chairman & Chief Executive Officer at Osaic, provides strategic leadership and governance for the wealth management platform. McWhorter guides the company's long-term vision, focusing on expanding its reach and enhancing its support for independent financial professionals and institutions nationwide. This leadership position involves overseeing corporate strategy, driving key partnerships, and ensuring the sustained growth and financial health of Osaic. By championing a culture of excellence and innovation, Steven McWhorter reinforces Osaic's commitment to empowering financial professionals with the resources needed to build meaningful client relationships and deliver impactful wealth management outcomes across generations. The focus remains on strategic oversight and market leadership.

Michelle Oliver, the Chief Financial Officer, Financial Strategy at Osaic, directs the company's financial planning, analysis, and strategic financial operations. Oliver oversees all aspects of financial management, including budgeting, forecasting, capital allocation, and investor relations, ensuring the fiscal health and sustainable growth of the wealth management platform. This leadership role involves developing and executing financial strategies that support Osaic's expansion and operational objectives across its diverse portfolio of affiliated entities. By providing critical financial insights and guidance, Michelle Oliver enables informed decision-making and reinforces Osaic's commitment to delivering value to its stakeholders and empowering financial professionals with sound financial infrastructure.

Holly Murphy-Barstow, the Owner, President at Osaic, provides executive leadership and strategic direction for the company. Murphy-Barstow guides the overall vision and operational framework, ensuring Osaic remains a leading wealth management platform. This ownership role involves significant oversight of corporate strategy, business development, and the cultivation of key relationships within the financial services industry. By focusing on long-term growth and the empowerment of financial professionals, Holly Murphy-Barstow drives the company's commitment to delivering comprehensive support and innovative solutions. The leadership provided by Murphy-Barstow is instrumental in shaping Osaic's market position and its dedication to fostering impactful client outcomes across generations.

Jess Springer, the Chief Marketing Officer at Osaic, directs all marketing and brand strategy initiatives for the wealth management platform. Springer oversees the development and execution of campaigns designed to enhance Osaic's market presence and attract new financial professionals and institutions. This role involves managing brand communications, digital marketing efforts, and public relations to effectively convey Osaic's value proposition. By focusing on data-driven insights and innovative marketing approaches, Jess Springer ensures that Osaic's message resonates with its target audience and supports the company's growth objectives. The strategic direction provided by Springer is crucial for building brand awareness and fostering strong relationships within the financial services community.

Doreen Griffith, the Senior Vice President, Information Services. Chief Information Officer at Osaic, leads the company's technology strategy and information services. Griffith oversees the development and implementation of robust IT infrastructure, ensuring the security, reliability, and scalability of Osaic's technological resources. This critical role involves managing all aspects of information technology, including cybersecurity, data management, and digital transformation initiatives that support financial professionals and institutions. By focusing on innovation and operational efficiency, Doreen Griffith ensures that Osaic provides cutting-edge technology solutions that empower advisors to deliver exceptional client service and achieve their business goals. The strategic oversight of IT infrastructure is fundamental to Osaic's mission.

Ali Dabiri, the Senior Vice President, Chief of Staff at Osaic, provides strategic support and operational oversight across key initiatives. Dabiri works closely with executive leadership to drive the execution of corporate strategies, manage cross-functional projects, and ensure alignment with Osaic's overall business objectives. This role involves facilitating communication, optimizing workflows, and supporting the implementation of critical programs that enhance the company's service offerings. By focusing on operational efficiency and strategic execution, Ali Dabiri plays a vital part in advancing Osaic's mission to empower financial professionals and institutions. The comprehensive support provided by Dabiri is essential for maintaining momentum and achieving long-term growth.

Amy Hamilton, the Chief Administrative Officer at Osaic, oversees the company's administrative functions and operational support services. Hamilton directs human resources, facilities management, and other essential administrative operations, ensuring a productive and efficient work environment for all employees. This role is critical in supporting the company's growth and its mission to empower financial professionals by ensuring robust internal operations. By focusing on organizational effectiveness and employee support, Amy Hamilton contributes to a strong corporate culture and facilitates the seamless delivery of services to Osaic's network of financial professionals and institutions. The administrative framework established by Hamilton is vital for sustained success.