10 CIOs in Wealth Management
The technology chiefs of J.P. Morgan Asset & Wealth Management, Barclays Private Bank & Wealth Management and TIAA's wealth and advice business are in this group of wealth management CIOs, as are the CIOs of UBP, LPL Financial, Morgans and AMG National Trust. Nine hold a wealth CIO title now. They suit a firm setting its technology budget across advisor platforms, client digital tools, data and compliance systems.
Professionals to explore
Alexandre Wirthner
LinkedInExperience: Chief Information Officer · UBP - Union Bancaire Privée
A technology delivery group across Europe, the UK, Singapore and India is in Alexandre Wirthner's charge as Chief Information Officer at UBP - Union Bancaire Privée since 2018. Alexandre held Head of PB EMEA, India Technology, Global Avaloq Platform, Barclays Switzerland Services SA CEO at Barclays (2009–2018), and Senior Program Manager (2006–2008) at JPMorganChase, a fit for questions on the Avaloq platform and on running technology delivery across several countries.
Is this you? Claim your profile and get paid for calls.
Cade Strieby
LinkedInExperience: Chief Information Officer · AMG National Trust
Since 2014, Cade Strieby has held Chief Information Officer at AMG National Trust, describing it as a $10 billion wealth-management organization and $750 million national bank, and leads enterprise AI, software development, cybersecurity and infrastructure. Cade also holds Director of Innovative Finance (since 2023) and Corporate Finance Manager (since 2011) there, and suits questions on running AI, security and infrastructure at a wealth firm that is also a bank.
Is this you? Claim your profile and get paid for calls.
Gabriel Schofield, CFA
LinkedInExperience: CIO, Private Bank & Wealth Management · Barclays
At Barclays, Gabriel Schofield, CFA has been CIO, Private Bank & Wealth Management since 2025. Charles Schwab titles were Managing Director, Divisional CIO - Wealth & Asset Management (2024–2025), Managing Director, Head of Wealth Management Technology (2022–2024), Director, Managed Accounts & Advice Technology (2020–2022) and Director, Operations Technology, Charles Schwab Investment Management (2016–2019), which make Gabriel a fit for managed accounts and advice technology questions.
Is this you? Claim your profile and get paid for calls.
Kevin Becknell
LinkedInExperience: Chief Information & Compliance Officer · PTM Wealth Management, LLC
Kevin Becknell is Chief Information & Compliance Officer at PTM Wealth Management, LLC (since 2025), managing the SMARSH platform for record-keeping and archiving, endpoint security for onsite and remote computers, and SEC compliance. Kevin is also Business Intelligence Lead at Prudential Financial (since 2022) and was Manager, Project Management there (2019–2022). Kevin is the one to ask about combining IT and compliance at a wealth firm, including communications archiving.
Is this you? Claim your profile and get paid for calls.
Matt Neubauer
LinkedInExperience: Chief Information Officer · Morgans Financial Limited
Stockbroking and wealth platforms, and stepping from IT operations to CIO, are topics for Matt Neubauer, Chief Information Officer since 2023 at Morgans Financial Limited, a full-service retail stockbroking and wealth management firm. Matt's other Morgans titles were Head of Strategy, Platform & Architecture (2022–2023), Manager - Technical Services & Market Operations (2021–2022), Manager - IT Operations (2017–2021) and Manager - Service Management (2015–2017).
Is this you? Claim your profile and get paid for calls.
Michael Urciuoli
LinkedInExperience: Chief Information Officer and Chief Data & Analytics Officer, Asset & Wealth Management · J.P. Morgan
Combining CIO and data leadership in wealth is the fit for Michael Urciuoli, Chief Information Officer and Chief Data & Analytics Officer, Asset & Wealth Management at J.P. Morgan since 2014, leading technology and AI initiatives for the business. Michael was Global Head of Markets & Investor Services Technology, Corporate Investment Bank at J.P. Morgan (2009–2014), Global Head of Capital Markets Technology at Citi (2008–2009) and Global Head of Equities Technology at Lehman Brothers (1989–2008).
Is this you? Claim your profile and get paid for calls.
Monica Khurana
LinkedInExperience: Former Chief Technology Officer & Chief Information Officer · Dodge & Cox
Monica Khurana was Chief Technology Officer & Chief Information Officer at Dodge & Cox (2017–2025), an institutional and private wealth firm, and has been Chief Information Officer at Happen Bank since 2026. Monica was Chief Technology & Information Officer at Guardian Life Insurance Limited (2013–2017) and Chief Information Officer Chief Technology Officer Chief Information Security Officer at Cornerstone Research (2012–2013). Monica fits questions on combining the CTO and CIO jobs at Dodge & Cox.
Is this you? Claim your profile and get paid for calls.
Nitesh Ambastha
LinkedInExperience: Firmwide AI & Group CIO (Investor Experience & Data) · LPL Financial
Nitesh Ambastha holds Firmwide AI & Group CIO (Investor Experience & Data) at LPL Financial (since 2023) and is described as Executive Vice President and Head of AI there. Nitesh was CTO at Asset and Wealth Management (2022–2023) and Managing Director and CTO, Portfolio Core Technology & Chief Data Architect (2018–2022) at JPMorganChase, and Global Head of Operations and Data Technology at UBS (2016–2018). Nitesh fits questions on AI and investor data platforms in wealth.
Is this you? Claim your profile and get paid for calls.
Philip Barnes
LinkedInExperience: Chief Information Officer, Community Banking & Wealth Management · Old National Bank
Modernizing wealth technology at a bank is the topic for Philip Barnes, Chief Information Officer, Community Banking & Wealth Management at Old National Bank (since 2023) and Chief Information Officer, Wealth Management there (2020–2023), leading technology for community banking and wealth. Philip was Sr. Business Architect, Wealth Management at U.S. Bank (2015–2020) and Business Architect - Advisor Technology Solutions at Ameriprise Financial Services, LLC (2013–2015).
Is this you? Claim your profile and get paid for calls.
Vaibhav Bhanot
LinkedInExperience: EVP, Chief Information Officer Wealth Management and Advice · TIAA
Wealth platform and CRM questions fit Vaibhav Bhanot, EVP, Chief Information Officer Wealth Management and Advice at TIAA since 2026, after CTO MassMutual Trust And Global Head - Wealth Management, Sales and Distribution Technology at MassMutual (2024–2026). Vaibhav was 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).
Is this you? Claim your profile and get paid for calls.
Choose the right perspective
For CIO roles inside the wealth businesses of larger financial groups, Michael Urciuoli, Gabriel Schofield, CFA, Philip Barnes and Vaibhav Bhanot are the matches; Vaibhav also has CIO and CTO titles at Deutsche Bank, BMO Private Wealth and MassMutual to compare. Alexandre Wirthner and Matt Neubauer fit a private bank or a stockbroking and wealth firm, Nitesh Ambastha fits AI and investor data, and Cade Strieby, Monica Khurana and Kevin Becknell fit CIO roles that also carry security or compliance.
Questions to take into the conversation
- 01How do you divide a wealth technology budget between the advisor desktop, client-facing digital tools and the data platform underneath both?
- 02What changes in technology priorities when a wealth business sits inside a bank rather than standing alone as a wealth firm?
- 03How do you meet SEC record-keeping and communications archiving rules without slowing down how advisors work with 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; roles marked former had ended by then. Check the linked profiles for current details. Inclusion does not imply Instant Expert membership or availability.