10 CMOs in Wealth Management
J.P. Morgan's Global Chief Marketing Officer, Asset & Wealth Management sits alongside chief marketing officers in wealth management at advisory and family wealth firms such as Simon Quick Advisors and Cadeau Family Wealth, plus one at Motilal Oswal Private Wealth. All ten hold a CMO title today and seven took it in 2024 or later, so they fit a firm repositioning its brand, courting wealthy families, or deciding how much marketing help advisors get.
Professionals to explore
Darcy O'Brien
LinkedInExperience: Managing Director, Chief Marketing Officer · Simon Quick Advisors, LLC
All of Darcy O'Brien's titles are at Simon Quick Advisors, LLC: Vice President - Operations (2011–2014), Director of Marketing & Communications (2015–2020), Principal (2019–2023), Director, Chief Marketing Officer (2020–2023) and Managing Director, Chief Marketing Officer since 2023. Darcy describes leading the firm's brand, marketing and growth strategy, a fit for questions on growing marketing inside one advisory firm.
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Harita Desai Jani
LinkedInExperience: Former Chief Marketing Officer · Motilal Oswal Private Wealth
Mumbai-based Harita Desai Jani became Chief Marketing Officer at Motilal Oswal Private Wealth in 2026, right after Head - Client Engagement & Experience at 360 ONE (2025–2026). Harita was also Chief Marketing Officer (2022–2025) and Head Of Marketing (2022) at Mswipe Technologies Pvt. Ltd. and National Head Marketing - Loans & Credit Cards at Kotak Mahindra Bank (2019–2022). The pick for private wealth marketing and client experience questions in India.
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Jesse MacDonald
LinkedInExperience: Chief Marketing Officer · TFO Wealth Partners
Family office positioning and creative direction are the questions to bring to Jesse MacDonald, Chief Marketing Officer of TFO Wealth Partners since 2024, a role Jesse describes as leading the strategy, creative direction and brand growth of a national wealth management and family office firm. Jesse was Director, Marketing at TFO Marketing Partners (2010–2023) and Director, Member Services at Exclusive Marketing Organization (2009–2010).
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Kelly Irvine
LinkedInExperience: Senior Vice President, Chief Marketing Officer · Sequoia Financial Group
What changes for marketing when a CMO moves between advisory firms is a question for Kelly Irvine, Senior Vice President, Chief Marketing Officer at Sequoia Financial Group (since 2025), after a few months as Vice President, Marketing there. At Carlson Capital Management, Kelly held Director of Marketing & Communications (2006–2022), Director of Marketing & Communications and Management Team Member (2018–2022) and Chief Marketing & Communications Officer and Management Team Member (2022–2025).
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Marissa Fox-Foley
LinkedInExperience: Chief Marketing Officer · Sanctuary Wealth
Since 2026, Marissa Fox-Foley has been Chief Marketing Officer at Sanctuary Wealth. Earlier titles were Head of Corporate and Brand Marketing at Cetera Financial Group (2013–2018), Head of Marketing and Patient Experience at Intermountain Health (2018–2020), Chief Strategy and Marketing Officer at Mass General Brigham Health Plan (2020–2022) and Chief Marketing and Communications Officer at Choreo (2022–2025). A fit for questions on bringing brand and customer experience methods from other industries into a wealth firm.
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Meghan McCartan
LinkedInExperience: Chief Marketing Officer · Composition Wealth
Meghan McCartan has been Chief Marketing Officer at Composition Wealth since 2026 and held Executive Director, Marketing OCMO (2019–2021), Managing Director, Head of Marketing (2021–2022) and Chief Marketing Officer (2022–2024) at Hightower Advisors. Meghan was also Chief Marketing Officer at Ficomm Partners (2018–2019) and describes a twenty-five year career in wealth management covering both B2B and B2C marketing. A fit for questions on marketing to advisors and to clients at once.
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Michele Welsh
LinkedInExperience: Chief Marketing Officer · Verdence Capital Advisors
Michele Welsh, Chief Marketing Officer at Verdence Capital Advisors since 2022 and Marketing Director there (2018–2022), describes Verdence as a $5B boutique wealth advisory firm serving ultra-high-net-worth individuals and families, with the CMO role overseeing the strategy, growth and stewardship of its brand. Michele was also Founder & CEO of SafetyTat LLC (2007–2018) and Creative Director at Polk Audio (1995–1998). Good for questions on marketing to ultra-high-net-worth clients.
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Molly M. Kruse
LinkedInExperience: Chief Marketing Officer · Cadeau Family Wealth
Rebuilding a family wealth firm's brand identity suits Molly M. Kruse, Chief Marketing Officer at Cadeau Family Wealth since 2024, after Creative Integrator at Molly Kruse Design (2010–2024); other titles were Chief Creative Officer Lead Designer at indigo three strategies (2015–2019) and Markting & Brand Integrator at M+H Architects (2022–2024). Molly describes work from brand architecture to campaign strategy.
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Nicole Gomez
LinkedInExperience: Chief Marketing Officer · Rock Steady Wealth, Inc.
More than a decade in one CMO seat makes Nicole Gomez a fit for questions on keeping a fiduciary advisory firm's marketing consistent for professionals, retirees and business owners. Nicole has been Chief Marketing Officer at Rock Steady Wealth, Inc. since 2015, following Marketing Director at Deckert Financial Management (2008–2015), and has worked as an artist at Nicole Gomez~El Gato Loco Studio since 2003.
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Rosa Rita
LinkedInExperience: Global Chief Marketing Officer, Asset & Wealth Management · J.P. Morgan
Brand and value proposition questions at the scale of a global asset and wealth business fit Rosa Rita, Global Chief Marketing Officer, Asset & Wealth Management at J.P. Morgan since 2024, following Global Chief Marketing Officer and Head of Business Intelligence at J.P. Morgan Private Bank (2018–2024). Rosa describes membership of the Global Operating Committee and work on marketing strategy and execution, branding and value proposition.
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Choose the right perspective
Rosa Rita is the person for brand and value proposition across a global asset and wealth business, and Harita Desai Jani for private wealth marketing in India. Darcy O'Brien, Michele Welsh and Nicole Gomez have each held marketing titles at one advisory firm since 2018 or earlier and suit questions on building a single firm's brand over time, while Meghan McCartan's Hightower Advisors and Composition Wealth titles fit questions on marketing to advisors as well as clients.
Questions to take into the conversation
- 01How do you position a wealth firm's brand to ultra-high-net-worth families when competing firms promise the same trust and service?
- 02How much marketing should a wealth firm run centrally, and how much should it leave to individual advisors and their teams?
- 03Which client engagement programs lead existing wealth clients to refer new families, and how do you track that?
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.