10 CHROs in Wealth Management
At Baird, Glenmede, HB Wealth, Fiduciary Trust Company, Raymond James Wealth Management Group, UK and three other firms, eight of these wealth management CHROs and chief people officers hold the seat today, while two held it at Richardson Wealth and Focus Financial Partners. Two also held non-HR executive titles, chief risk officer at Baird and chief operating officer at HB Wealth, and the group suits anyone hiring for the role or shaping advisor pay.
Professionals to explore
Annie Boschetti, MBA
LinkedInExperience: Chief People Officer · Parallel Advisors, LLC
Annie Boschetti, MBA was Principal & Head of People at Parallel Advisors, LLC (2024-2026) before becoming Chief People Officer there in 2026. Annie was SVP, Head of Human Resources at Callan (2022-2024), Chief People Officer at SNOMED International (2018-2022) and Director of Human Resources at Rodney Strong Vineyards (2016-2018), a fit for comparing people leadership at Parallel Advisors and Callan.
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Erin Loughney Haas
LinkedInExperience: Chief Human Resources Officer · Glenmede
At Glenmede, which describes itself as a boutique wealth management firm, Erin Loughney Haas has been Chief Human Resources Officer since 2022. Erin was Vice President Talent Management at Airgas, an Air Liquide Company (2017-2022), Director, Organization and Talent Development at Saint-Gobain (2014-2017) and HR - Organizational Design & Change Management Consultant at Vanguard (2010-2014), a fit for talent and organization design questions.
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Gina Marcantel
LinkedInExperience: Chief People Officer · Fiduciary Trust Company
Gina Marcantel became Chief People Officer at Fiduciary Trust Company in 2025, a firm serving individuals, families, nonprofits and family offices. At Lord Abbett, Gina was HCM Business Partner Lead (2020-2021), Head of Employee Experience (2021-2022), Head of People Transformation (2022-2024) and Head of Employee Engagement and Benefits (2024), the person to ask about benefits and engagement programs.
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Kerri-Lyn LaRosee
LinkedInExperience: Chief Human Resources Officer · Focus Financial Partners
Kerri-Lyn LaRosee holds three current titles: Chief Human Resources Officer at Focus Financial Partners (since 2026), Chief People Officer at Kovitz (since 2025) and Senior Vice President Human Capital at Focus Partners (since 2021). Kerri-Lyn was Vice President (2018-2021) and Manager (2016-2018) of Human Capital at Focus Partners, a fit for questions on HR across a group of wealth management, business management and related financial services firms.
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Laura Carr
LinkedInExperience: Chief People Officer · HB Wealth
Laura Carr's HB Wealth titles are Principal, Chief Advisory Officer (WMS Partners) (2019-2021), Chief Operating Officer (WMS Partners) (2021-2025) and Chief People Officer since 2025, a role Laura describes as leading the firm's talent and culture strategy, focusing on attracting, developing, and retaining top talent. Laura was Managing Director, Asset Management, Senior Vice President at PNC (2015-2018), a fit for retention questions from someone who also held advisory and operations titles.
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Lawrence Martín Frers
LinkedInExperience: Former Chief Human Resources Officer · Focus Financial Partners
Lawrence Martín Frers was Chief Human Resources Officer at Focus Financial Partners (2024-2026), describing it as leading HR for a partnership of independent, fiduciary wealth management firms, and has been SVP, Total Rewards and HR Services at Ameriprise Financial Services, LLC since 2026. At Morgan Stanley, Lawrence was Managing Director, Global Head of Compensation (2010-2013) and Head of Human Resources for Wealth Management Field (2013-2015) and Wealth Management (2015-2023). That makes Lawrence the fit for advisor compensation questions.
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Lynne Brejak
LinkedInExperience: SVP, Chief People Officer · Richardson Wealth
Lynne Brejak was SVP, Chief People Officer at Richardson Wealth from 2015 until retiring in 2026, at a firm that calls itself the leading independent wealth manager in Canada. Lynne was Vice President, Human Resources at First Capital REIT (2012-2015), VP, Human Resources at HSBC (2007-2011) and SVP & Head of Human Resources at HSBC Securities (Canada) Inc. (2004-2007), useful for questions on HR at a Canadian wealth firm.
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Martina Kay
LinkedInExperience: Group Chief People Officer · Raymond James Wealth Management Group, UK
Martina Kay has been Group Chief People Officer at Raymond James Wealth Management Group, UK since 2026. Martina was Global HR Director at L&G – Asset Management (2020-2025) and Chair, HR Committee at The Investment Association (2022-2024), so Martina can compare people practices in asset management and wealth management.
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Rodney Jones-Tyson
LinkedInExperience: Former Global Chief Human Resources Officer · Baird
Rodney Jones-Tyson came to the Global Chief Human Resources Officer seat at Baird in 2022 directly from Chief Risk Officer at Baird (2018-2021). Rodney was also Chief Operating Officer - Global Investment Banking (2011-2018) and Managing Director - Investment Banker (1998-2011) at Baird, which describes itself as an employee-owned wealth management, capital markets, asset management and private equity firm, a fit for questions on HR at an employee-owned firm.
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Sarah Musante
LinkedInExperience: Chief Human Resources Officer · VestGen Wealth Partners
Sarah Musante has held two CHRO titles: Chief Human Resources Officer at VestGen Wealth Partners since 2024 and at Hightower Advisors from 2019 to 2024, plus Executive Director, Human Resources at Hightower Advisors (2009-2018). Sarah also worked in Corporate Finance at Man Group (2006-2009), which makes Sarah a fit for comparing the CHRO job at VestGen Wealth Partners and Hightower Advisors.
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Choose the right perspective
For advisor compensation and total rewards, Lawrence Martín Frers is the clearest match, with a global head of compensation title at Morgan Stanley and HR for its wealth management field. For partnership models, Kerri-Lyn LaRosee and Lawrence hold or held the CHRO title at Focus Financial Partners; for a single firm's culture and talent work, Erin Loughney Haas, Gina Marcantel or Laura Carr fit better.
Questions to take into the conversation
- 01How should a wealth firm structure pay for advisors versus client service and operations staff so neither group feels shortchanged?
- 02What HR work comes first when a partner firm joins a wealth management partnership, and what is deliberately left alone?
- 03How do you build a career path for associate advisors who may wait years before they own client relationships?
About this directory
This is a professional research starting point based on business profile data retrieved on . Titles and companies reflect that source snapshot; roles marked former had ended by then. Check the linked profiles for current details. Inclusion does not imply Instant Expert membership or availability.