Wealth management
10 chief investment officers
These ten chief investment officers each hold a current chief investment officer or co-chief investment officer title at an investment or wealth management firm. Readers can learn how a CIO frames a market outlook, sets asset allocation and chooses managers and funds for client portfolios.
Professionals to explore
01—10Brad Rollins, CFA
LinkedInExperience: Chief Investment Officer · Mariner
Chief Investment Officer at Mariner since 2026; he was Deputy Chief Investment Officer there (2025–2026) and Senior Vice President, Investments (2024–2025). His profile says he oversees all aspects of investments across the firm, including leading the investment committee and the investment management group that carries out the Mariner investment platform.
Daniel Kern
LinkedInExperience: Chief Investment Officer · Nixon Peabody Trust Company
Chief Investment Officer at Nixon Peabody Trust Company since 2023; his profile says his primary responsibilities include leading a team of investment professionals and directing asset allocation and security analysis and selection. He was Managing Director and Chief Investment Officer at TFC Financial Management, Inc. (2015–2023) and President and Chief Investment Officer at Advisor Partners (2011–2015).
Frank Brochin
LinkedInExperience: Chief Investment Officer · Fiduciary Trust Company
Chief Investment Officer at Fiduciary Trust Company since 2026. He was Chief Investment Officer, Family Office Services at Focus Partners (2023–2026) and Chief Investment Officer at Berens Capital Management (2016–2018). His profile describes investing in private and public equities, directly and through external managers, with expertise in manager selection and portfolio construction.
Jessica Reed Saouaf
LinkedInExperience: Co-Chief Investment Officer · Pathstone
Co-Chief Investment Officer at Pathstone since 2024; the profile describes Pathstone as an independently owned and operated wealth management firm serving multigenerational families. She was Co-Chief Investment Officer, Managing Director at Hall Capital Partners LLC (1999–2024).
Jon Adams, CFA
LinkedInExperience: Chief Investment Officer · Calamos Wealth Management
Chief Investment Officer at Calamos Wealth Management since 2023, where his profile says he leads all aspects of the investment practice. He was Director, Investment Counselor at Citi Wealth at Work at Citi (2022–2023) and Managing Director, Portfolio Manager at BMO Global Asset Management (2018–2022).
Justin Onuekwusi, CFA
LinkedInExperience: Chief Investment Officer · St. James's Place
Chief Investment Officer at St. James's Place, which his profile describes as a UK wealth management company, since 2023, and Chief Executive Officer, Investments there since 2026. His profile says he oversees the firm's investment strategy, asset allocation, portfolio construction and fund selection. He was Head of Retail Investments, EMEA at L&G – Asset Management (2022–2023).
Larry Adam
LinkedInExperience: Chief Investment Officer · Raymond James
Chief Investment Officer at Raymond James since 2018. His profile says that as CIO he develops the firm's CIO view and brings insights on the markets and economy to advisors and clients. He was Chief Investment Officer Americas & Global Chief Investment Strategist at Deutsche Bank (2003–2019).
Peter Lazaroff, CFA, CFP®
LinkedInExperience: Chief Investment Officer · Plancorp Wealth Management
Chief Investment Officer at Plancorp Wealth Management since 2017 and Chief Investment Officer at BrightPlan since 2017. He was Director of Investment Research at Plancorp Wealth Management (2015–2017) and Portfolio Manager at Acropolis Investment Management, LLC (2007–2015). His profile headline also describes him as a speaker, author and podcaster.
Shannon L. Saccocia, CFA
LinkedInExperience: Chief Investment Officer - Wealth · Neuberger
Chief Investment Officer - Wealth at Neuberger since 2023. She was Chief Investment Officer at SVB Private (2022–2023) and Chief Investment Officer at Boston Private (2018–2022). Other listed Boston Private roles are Chief Investment Strategist (2017–2018) and Managing Director, Head of Asset Allocation & Portfolio Strategy (2014–2017).
Sinead Colton Grant
LinkedInExperience: Chief Investment Officer · BNY Wealth
Chief Investment Officer at BNY Wealth since 2024; her profile says she oversees $350B in assets and chairs the Investment Committee, leading global asset allocation and manager selection. Other listed BNY Wealth roles are Managing Director, Global Head of OCIO (2021–2024) and Deputy Chief Investment Officer, Head of Equities and Capital Markets Advisory (2020–2021).
Choose the right perspective
Match the CIO's firm type and client base to your situation, for example a large national platform versus a smaller advisory practice or family office. Check how long the person has held the CIO seat and which investment roles, such as portfolio management, research or strategy, shaped their approach.
Questions to take into the conversation
- 01How do you run an investment committee and decide when to change a portfolio's asset allocation?
- 02What process do you use to select, monitor and replace outside managers and funds?
- 03How do you explain your market outlook and portfolio changes to advisors and clients?
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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