10 CMOs in Wealth Management

Experience: Managing Director, Chief Marketing Officer · Simon Quick Advisors, LLC

Managing Director, Chief Marketing Officer at Simon Quick Advisors, LLC since 2023, where she says she leads the firm's brand, marketing and growth strategy. Her Simon Quick roles also include Director, Chief Marketing Officer (2020–2023) and Director of Marketing & Communications (2015–2020), and her profile headline places her in wealth management.

Experience: Chief Marketing Officer · Motilal Oswal Private Wealth

Chief Marketing Officer at Motilal Oswal Private Wealth since 2026; the profile describes Motilal Oswal Private Wealth Management as a financial services company. She was also Head - Client Engagement & Experience at 360 ONE (2025–2026), Chief Marketing Officer at Mswipe Technologies Pvt. Ltd. (2022–2025) and National Head Marketing - Loans & Credit Cards at Kotak Mahindra Bank (2019–2022).

Experience: Chief Marketing Officer · TFO Wealth Partners

Chief Marketing Officer at TFO Wealth Partners since 2024; the profile says this role leads the strategy, creative direction and brand growth of a national wealth management and family office firm. Other roles listed are Director, Marketing at TFO Marketing Partners (2010–2023) and Director, Member Services at Exclusive Marketing Organization (2009–2010).

Experience: Senior Vice President, Chief Marketing Officer · Sequoia Financial Group

Senior Vice President, Chief Marketing Officer at Sequoia Financial Group since 2025; the profile says Sequoia provides family office services. Other roles listed are Chief Marketing & Communications Officer and Management Team Member at Carlson Capital Management (2022–2025) and Director of Marketing & Communications and Management Team Member there (2018–2022).

Experience: Chief Marketing Officer · Sanctuary Wealth

Chief Marketing Officer at Sanctuary Wealth since 2026; the profile describes Sanctuary Wealth as an independent wealth management company. She was also Chief Marketing and Communications Officer at Choreo (2022–2025), Chief Strategy and Marketing Officer at Mass General Brigham Health Plan (2020–2022) and Head of Corporate and Brand Marketing at Cetera Financial Group (2013–2018).

Experience: Chief Marketing Officer · Composition Wealth

Chief Marketing Officer at Composition Wealth since 2026, and former Chief Marketing Officer at Hightower Advisors (2022–2024). At Hightower she was also Managing Director, Head of Marketing (2021–2022) and Executive Director, Marketing OCMO (2019–2021), and she was Chief Marketing Officer at Ficomm Partners (2018–2019).

Experience: Chief Marketing Officer · Verdence Capital Advisors

Chief Marketing Officer at Verdence Capital Advisors since 2022, which she describes as a $5B boutique wealth advisory firm serving ultra-high-net-worth individuals and families; as a member of the C-suite she oversees the Verdence brand and leads marketing. She was Marketing Director at Verdence Capital Advisors from 2018 to 2022.

Experience: Chief Marketing Officer · Cadeau Family Wealth

Chief Marketing Officer at Cadeau Family Wealth since 2024, where she says her role is to make sure everything the firm communicates, visually, verbally and experientially, is aligned with who it is and who it serves, from brand architecture to campaign strategy. She was also Creative Integrator at Molly Kruse Design (2010–2024).

Experience: Chief Marketing Officer · Rock Steady Wealth, Inc.

Chief Marketing Officer at Rock Steady Wealth, Inc. since 2015; the profile describes the firm as a fiduciary investment advisor that provides advice to professionals, retirees and business owners and helps clients manage their portfolios. She was Marketing Director at Deckert Financial Management from 2008 to 2015.

Experience: Global Chief Marketing Officer, Asset & Wealth Management · J.P. Morgan

Global Chief Marketing Officer, Asset & Wealth Management at J.P. Morgan since 2024, and Global Chief Marketing Officer and Head of Business Intelligence at J.P. Morgan Private Bank from 2018 to 2024. Her profile describes her as a member of the private bank's Global Operating Committee who leads marketing strategy and execution, branding and value proposition.