Wealth management
10 CHROs in Wealth Management
These ten executives hold or have held the top human resources role, as chief human resources officer or chief people officer, at wealth management firms. A reader can learn from them how wealth firms recruit and keep advisors and staff, design pay and benefits, and build an HR function as the firm grows.
Professionals to explore
01—10Annie Boschetti, MBA
LinkedInExperience: Chief People Officer · Parallel Advisors, LLC
Chief People Officer at Parallel Advisors, LLC since February 2026, following the role of Principal & Head of People there (2024–2026); the profile describes Parallel Advisors as offering personalized wealth management services. She was SVP, Head of Human Resources at Callan (2022–2024) and Chief People Officer at SNOMED International (2018–2022).
Erin Loughney Haas
LinkedInExperience: Chief Human Resources Officer · Glenmede
Chief Human Resources Officer at Glenmede since 2022; the profile describes Glenmede as a boutique wealth management firm specializing in personalized financial planning and investment strategies. Her other roles shown include Vice President Talent Management at Airgas, an Air Liquide Company (2017–2022) and Director, Organization and Talent Development at Saint-Gobain (2014–2017).
Gina Marcantel
LinkedInExperience: Chief People Officer · Fiduciary Trust Company
Chief People Officer at Fiduciary Trust Company since March 2025; the profile describes Fiduciary Trust as providing private wealth management and financial planning services to individuals, families, nonprofits and family offices. At Lord Abbett she was Head of Employee Experience (2021–2022), Head of People Transformation (2022–2024) and Head of Employee Engagement and Benefits (2024).
Kerri-Lyn LaRosee
LinkedInExperience: Chief Human Resources Officer · Focus Financial Partners
Chief Human Resources Officer at Focus Financial Partners since February 2026; the profile describes Focus as building an ecosystem of wealth management, business management and related financial services. She has also held the title Chief People Officer at Kovitz since 2025, and at Focus Partners she was Manager of Human Capital (2016–2018), Vice President of Human Capital (2018–2021) and Senior Vice President Human Capital (since 2021).
Laura Carr
LinkedInExperience: Chief People Officer · HB Wealth
Chief People Officer at HB Wealth since January 2025, a role in which the profile says she leads the firm's talent and culture strategy, focusing on attracting, developing and retaining top talent. At HB Wealth she was also Chief Operating Officer (WMS Partners) from 2021 to 2025 and Principal, Chief Advisory Officer (WMS Partners) from 2019 to 2021.
Lawrence Martín Frers
LinkedInExperience: Chief Human Resources Officer · Focus Financial Partners
Former Chief Human Resources Officer at Focus Financial Partners (2024–2026), where he says he led the HR function for a partnership of independent, fiduciary wealth management firms. He was Managing Director, Head of Human Resources, Wealth Management at Morgan Stanley (2015–2023), and has been SVP, Total Rewards and HR Services at Ameriprise Financial Services, LLC since 2026.
Lynne Brejak
LinkedInExperience: SVP, Chief People Officer · Richardson Wealth
Former SVP, Chief People Officer at Richardson Wealth (2015–2026), listed in the profile as a C-level human resources role; the profile describes Richardson Wealth as an independent wealth manager in Canada. Her other roles shown include Vice President, Human Resources at First Capital REIT (2012–2015) and SVP & Head of Human Resources at HSBC Securities (Canada) Inc. (2004–2007).
Martina Kay
LinkedInExperience: Group Chief People Officer · Raymond James Wealth Management Group, UK
Group Chief People Officer at Raymond James Wealth Management Group, UK since 2026, listed in the profile as a C-level human resources role. She was Global HR Director at L&G – Asset Management (2020–2025) and Chair, HR Committee at The Investment Association (2022–2024).
Rodney Jones-Tyson
LinkedInExperience: Global Chief Human Resources Officer · Baird
Global Chief Human Resources Officer at Baird since 2022; the profile describes Baird as an employee-owned wealth management, capital markets, asset management and private equity firm. His other Baird roles shown are Chief Risk Officer (2018–2021), Chief Operating Officer - Global Investment Banking (2011–2018) and Managing Director - Investment Banker (1998–2011).
Sarah Musante
LinkedInExperience: Chief Human Resources Officer · VestGen Wealth Partners
Chief Human Resources Officer at VestGen Wealth Partners since December 2024; the profile describes VestGen as a wealth management company. She was previously Chief Human Resources Officer at Hightower Advisors (2019–2024) and Executive Director, Human Resources at Hightower Advisors (2009–2018).
Choose the right perspective
Match the person's firm type and scale to yours, since a national platform that brings in many advisory practices and a single boutique firm face different people problems. For a specific need such as compensation design, talent development or integrating acquired teams, favor people whose listed roles show that background.
Questions to take into the conversation
- 01How do you recruit and retain financial advisors and client service staff when competing firms offer large transition packages?
- 02Which changes to compensation, benefits and career paths have done the most to keep talent at a wealth management firm?
- 03How do you bring people, culture and HR policies together after the firm acquires or merges with another advisory practice?
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.
Request a correction or removal