Wealth management
10 CIOs in Wealth Management
These ten executives hold or have held chief information officer roles in wealth management, at wealth firms, private banks and the wealth divisions of larger financial groups. Readers can learn how wealth technology leaders set IT strategy, build advisor and client platforms, and handle data, security and compliance needs.
Professionals to explore
01—10Alexandre Wirthner
LinkedInExperience: Chief Information Officer · UBP - Union Bancaire Privée
Chief Information Officer at UBP - Union Bancaire Privée since July 2018; the profile cites more than 17 years in international wealth management and responsibility for a large technology delivery group across Europe, the UK, Singapore and India. Former Head of PB EMEA, India Technology, Global Avaloq Platform, Barclays Switzerland Services SA CEO at Barclays (2009–2018).
Cade Strieby
LinkedInExperience: Chief Information Officer · AMG National Trust
Chief Information Officer at AMG National Trust since June 2014; the profile describes the role as CIO of a $10 billion wealth-management organization and $750 million national bank, leading enterprise AI, software development and cybersecurity. Also Director of Innovative Finance there since 2023, and former Senior Corporate Financial Analyst at AMG National Trust (2007–2011).
Gabriel Schofield, CFA
LinkedInExperience: CIO, Private Bank & Wealth Management · Barclays
CIO, Private Bank & Wealth Management at Barclays since July 2025. Former Managing Director, Divisional CIO - Wealth & Asset Management (2024–2025) and Managing Director, Head of Wealth Management Technology (2022–2024) at Charles Schwab, where the profile also lists Director, Managed Accounts & Advice Technology (2020–2022).
Kevin Becknell
LinkedInExperience: Chief Information & Compliance Officer · PTM Wealth Management, LLC
Chief Information & Compliance Officer at PTM Wealth Management, LLC since March 2025, a role the profile says covers managing the SMARSH record-keeping platform, end point security for onsite and remote computers and SEC compliance. Business Intelligence Lead at Prudential Financial since April 2022, with Prudential roles listed from 2000.
Matt Neubauer
LinkedInExperience: Chief Information Officer · Morgans Financial Limited
Chief Information Officer at Morgans Financial Limited since February 2023; the profile describes Morgans as Australia's largest national full-service retail stockbroking and wealth management firm. Other Morgans roles listed are Manager - IT Operations (2017–2021), Manager - Technical Services & Market Operations (2021–2022) and Head of Strategy, Platform & Architecture (2022–2023).
Michael Urciuoli
LinkedInExperience: Chief Information Officer and Chief Data & Analytics Officer, Asset & Wealth Management · J.P. Morgan
Chief Information Officer and Chief Data & Analytics Officer, Asset & Wealth Management at J.P. Morgan since March 2014; the profile says the role leads transformative initiatives leveraging technology and AI. Former Global Head of Markets & Investor Services Technology, Corporate Investment Bank at J.P. Morgan (2009–2014) and Global Head of Capital Markets Technology at Citi (2008–2009).
Monica Khurana
LinkedInExperience: Chief Technology Officer & Chief Information Officer · Dodge & Cox
Former Chief Technology Officer & Chief Information Officer at Dodge & Cox (2017–2025), described in the profile as an American institutional and private wealth firm, and Chief Information Officer at Happen Bank since March 2026. Former Chief Technology & Information Officer at Guardian Life Insurance Limited (2013–2017).
Nitesh Ambastha
LinkedInExperience: Firmwide AI & Group CIO (Investor Experience & Data) · LPL Financial
Firmwide AI & Group CIO (Investor Experience & Data) at LPL Financial since May 2023; the profile describes LPL's vision to be the #1 wealth management firm in the world. Former CTO at Asset and Wealth Management at JPMorganChase (2022–2023) and Managing Director and CTO, Portfolio Core Technology & Chief Data Architect there (2018–2022).
Philip Barnes
LinkedInExperience: Chief Information Officer, Community Banking & Wealth Management · Old National Bank
Chief Information Officer, Community Banking & Wealth Management at Old National Bank since October 2023 and Chief Information Officer, Wealth Management there (2020–2023). Former Sr. Business Architect, Wealth Management at U.S. Bank (2015–2020) and Business Architect - Advisor Technology Solutions at Ameriprise Financial Services, LLC (2013–2015).
Vaibhav Bhanot
LinkedInExperience: EVP, Chief Information Officer Wealth Management and Advice · TIAA
EVP, Chief Information Officer Wealth Management and Advice at TIAA since January 2026. Former Managing Director - CIO - Chief Information Officer at Wealth Management & Planning at BMO Private Wealth (2020–2024) and CIO - Wealth Management Americas and Global Head - Data Strategy, Client Analytics & CRM at Deutsche Bank (2014–2020), with a CTO MassMutual Trust role at MassMutual (2024–2026).
Choose the right perspective
Match the person's setting to your question: CIOs of wealth divisions inside large banks suit questions about scale, integration and governance, while CIOs of independent or smaller wealth firms suit questions about lean teams and vendor platforms. Check each person's current title and tenure to judge how recent their wealth CIO experience is.
Questions to take into the conversation
- 01How do you decide which advisor and client technology to build in-house versus buy from wealth platform vendors?
- 02What have you learned about modernizing data and CRM systems so advisors get a single view of the client?
- 03How do you balance security and regulatory record-keeping requirements with a good advisor and client experience?
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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