Wealth management
10 CISOs in Wealth Management
These ten executives hold or have held the chief information security officer title at wealth management firms, private banks and wealth platforms. A reader can learn how security leaders in wealth management protect client data, meet regulatory expectations and organize their security programs.
Professionals to explore
01—10Albert Lu
LinkedInExperience: Director of Technology Chief Information Security Officer (CISO) · Aurora Private Wealth, Inc.
Director of Technology Chief Information Security Officer (CISO) at Aurora Private Wealth, Inc. since January 2016; the profile describes Aurora as a wealth management firm providing advisors the ability to enhance their practices. He has also been Director of Technology at Comprehensive Asset Management and Servicing, Inc since May 2002.
Brendan Welter
LinkedInExperience: Managing Director, Chief Information Security Officer & Chief Data Officer · Rockefeller Capital Management
Managing Director, Chief Information Security Officer & Chief Data Officer at Rockefeller Capital Management since February 2022; the profile describes Rockefeller as a wealth management company that serves families and individuals. He was Executive Managing Director - Chief Technology Officer & Chief Security Officer (2018–2022) and SVP - Chief Information Security Officer (2017–2018) at Sterling National Bank.
Geoffray Garzac
LinkedInExperience: Chief Information Security Officer · CBH Compagnie Bancaire Helvétique SA.
Chief Information Security Officer at CBH Compagnie Bancaire Helvétique SA. since January 2016; the profile says he leads the information security strategy for a Swiss private bank. At CBH he was also Head of Security, Network and Infrastructure (2010–2016) and Network & Security Administrator (2008–2010).
Guillaume Bentag
LinkedInExperience: Chief Information Security Officer (France) · Edmond de Rothschild
Chief Information Security Officer (France) at Edmond de Rothschild since April 2019; the profile describes Edmond de Rothschild as offering private banking services and wealth planning. He was Senior manager - Information security & Personal data protection at Deloitte (2016–2019) and IT security Senior consultant at EY (2014–2016).
Matthew Whale
LinkedInExperience: Chief Information Security Officer · FNZ
Chief Information Security Officer at FNZ since October 2025, and Head of Information Security there (2023–2025); the profile describes FNZ as a global, end-to-end wealth management platform. He was Global Head of Information Security at Computershare (2019–2023) and Senior Information Security Manager at AXA Health (2017–2019).
Praveen Kumar
LinkedInExperience: Chief Information Security Officer (CISO) - APAC Global Head of Security Operations & CSIRT · BNP Paribas Wealth Management
Chief Information Security Officer (CISO) - APAC Global Head of Security Operations & CSIRT at BNP Paribas Wealth Management since June 2024; the profile describes the business as a private bank. At BNP Paribas he was Vice President, Inspection General - IT (APAC) (2017–2019), Head of APAC Production Security Services (ISPL) (2013–2017) and Information Security Officer - APAC IT Security Operations (2011–2013).
Sanjay Jaiswal
LinkedInExperience: Chief Information Security Officer · Nuvama Wealth Investment Limited
Chief Information Security Officer at Nuvama Wealth Investment Limited since January 2022. He was Information and Cybersecurity Expert at Intellect Design Arena Ltd (2021–2022), Senior Information Security Consultant at Capgemini (2017–2021) and Senior Information Security Senior Analyst at Accenture (2011–2017).
Thomas Bellinghaus
LinkedInExperience: CISO DE & CH · Merck Finck | A Quintet Private Bank
CISO DE & CH at Merck Finck | A Quintet Private Bank since July 2019. He was Senior Information Security Consultant at Mercedes-Benz AG (2010–2019) and Business Process Analyst at Volksbank Hellweg eG (2004–2010). The profile describes Quintet Privatbank as a financial management company offering services to private individuals and businesses.
Thomas Chiché
LinkedInExperience: Group Chief Information Security Officer · Quintet Private Bank
Group Chief Information Security Officer at Quintet Private Bank since January 2023, after serving there as Director - Senior Information Security Manager - Head of 3rd Party Cyber Security Management (2021–2023). The profile describes being in charge of the 3rd Party Information Security Management pillar of the Group Cyber Security Strategy. He was Cybersecurity Practice Operations Manager at Sogeti (2016–2021).
Vishal Verma
LinkedInExperience: Head-Information Security (CISO) and IT Governance · Edelweiss Wealth Management
Head-Information Security (CISO) and IT Governance at Edelweiss Wealth Management since July 2021; the profile lists enforcing infosec compliance among the role's duties. He was Senior Vice President-Digital Payments at YES BANK (2020–2021) and Asst Vice President-Project Management at Edelweiss Financial Services Limited (2017–2020).
Choose the right perspective
Match the firm type to yours, since a global private bank, a mid-sized advisory firm and a wealth technology platform face different regulators, client expectations and threats. Consider whether the person came up through security operations, consulting or infrastructure, and pick the background closest to your problem.
Questions to take into the conversation
- 01How do you protect high-net-worth clients from social engineering and wire fraud targeting their accounts?
- 02How do you manage security risk from custodians, platforms and other third parties that hold client data?
- 03How do you prepare for regulatory examinations of your cybersecurity program?
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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