Wealth management
10 CFOs in Wealth management
These ten executives serve as chief financial officers of wealth management and investment advisory firms. A reader can learn from them how wealth firms plan revenue and margins, finance acquisitions of advisory practices, and build the finance and reporting teams behind them.
Professionals to explore
01—10Ahmed Hassanein, CPA
LinkedInExperience: Chief Financial Officer · Savant Wealth Management
Chief Financial Officer at Savant Wealth Management since June 2025, after serving as Chief Financial Officer at Signature Estate & Investment Advisors, LLC (2023–2025). Earlier roles were Chief Accounting Officer at Advisor Group (2016–2020) and Chief Administrative Officer at Lincoln Avenue Communities (2020–2022). The profile describes Savant as an independent, fee-only wealth management firm.
Alison Schachter, CPA, MBA
LinkedInExperience: Managing Director, Chief Financial Officer · Rockefeller Capital Management
Managing Director, Chief Financial Officer at Rockefeller Capital Management since November 2022. Earlier Rockefeller roles were SVP, Head of Financial Planning & Analysis (2019–2020), SVP, Corporate Controller (2020) and Managing Director, Corporate Controller (2021–2022). Before that, Chief Financial Officer - Management Company at Chilton Investment Company, Inc (2016–2019). The profile describes Rockefeller as a wealth management company.
Brian Harding, CPA
LinkedInExperience: Chief Financial Officer · SageSpring Wealth Partners
Chief Financial Officer at SageSpring Wealth Partners since January 2023, after serving as Controller there (2021–2022). At ICON Advisers, Inc. he was Chief Financial Officer - ICON Advisers (2013–2020) and Principal Financial Officer and Treasurer - ICON Funds (2017–2020). The profile cites over 16 years of C-suite experience in the investment management and wealth management industries, including mergers and acquisitions.
Dalton Shaughnessy
LinkedInExperience: Chief Financial Officer · Composition Wealth
Chief Financial Officer at Composition Wealth since August 2025; the profile describes the firm as an independent wealth management platform and the role as a member of the Executive Leadership Team with responsibility for financial strategy and corporate development. Previous roles include Principal Private Equity Investor at Corsair (2022–2025) and private equity investor roles at The Radcliff Companies (2017–2021) and The Carlyle Group (2015–2017).
Dan Anderson
LinkedInExperience: Chief Financial Officer · Buckingham Strategic Wealth
Chief Financial Officer at Buckingham Strategic Wealth since October 2018; the profile also lists Director of Finance there from 2007. The profile headline describes him as Chief Financial Officer of the Buckingham Family of Financial Services. Earlier, Accounting Manager at Kozeny & McCubbin (1999–2007).
Dan Marquis
LinkedInExperience: Chief Financial Officer · Lido Advisors
Chief Financial Officer at Lido Advisors since June 2026; the profile describes Lido as a private wealth management and advisory company. Before that he was at Carson Group as Managing Director - Corporate Development and Strategy (2021–2023) and Managing Director - FP&A and Capital Markets (2023–2026), and earlier was Founder and President of Metronome Financial (2017–2021).
Jeff Poe
LinkedInExperience: Chief Financial Officer · Mariner
Chief Financial Officer at Mariner since August 2017; the profile describes Mariner as providing wealth advice and solutions for individuals and businesses. Earlier he was Executive in Residence at Pittsburg State University (2014–2017), President of Inteplast Group (2005–2013), and President (1998–2005) and Vice President, Treasurer and Secretary (1994–1998) of Waechtersbach USA.
Mike Hricko
LinkedInExperience: Chief Financial Officer · Janney Montgomery Scott LLC
Chief Financial Officer at Janney Montgomery Scott LLC since November 2023, after serving there as Planning & Analysis Manager (2008–2009), Accounting Manager (2009–2012), Vice President, Finance Manager (2012–2016) and Vice President, Director of Finance and FINOP (2016–2023). The profile describes Janney as a financial advisory company providing wealth management, financial planning and retirement planning.
Molly McMillin
LinkedInExperience: Chief Financial Officer · Choreo
Chief Financial Officer at Choreo since October 2024, after serving as Chief Financial Officer at Allspring Global Investments (2021–2024) and Senior Vice President Chief Financial Officer of Wells Fargo Asset Management at Wells Fargo (2018–2021). The profile cites experience in corporate finance, financial analytics, M&A, capital and debt raising and profitability management in the wealth and asset management sector.
William Sweet
LinkedInExperience: Chief Financial Officer · Ritholtz Wealth
Chief Financial Officer at Ritholtz Wealth since January 2016. Before that he was President of Stevens & Sweet Financial (2007–2016) and President of the Tuxedo Chamber of Commerce (2010–2015), after serving as a Captain in the US Army (2002–2007). The profile describes Ritholtz Wealth Management LLC as a team of investment professionals.
Choose the right perspective
Match the firm's scale and ownership to yours, since a large multi-office platform, a private equity-backed consolidator and an independent advisory firm face different financing and reporting demands. For questions about a specific discipline, such as M&A, controllership or financial planning and analysis, favor people whose earlier roles show that background.
Questions to take into the conversation
- 01How do you plan revenue and margins when fees move with market levels, and which costs do you manage most closely?
- 02How do you value, finance and integrate the acquisition of an advisory practice, and what goes wrong most often after closing?
- 03What finance, reporting and systems changes did you make as the firm grew, and what would you do differently?
About this directory
This is a professional research starting point based on business profile data retrieved on . Titles and companies reflect that source snapshot and may describe past or present roles. Check the linked profiles for current details. Inclusion does not imply Instant Expert membership or availability.
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