Data and analytics professionals in Wealth management
Each analytics title here belongs to a wealth business: Morgan Stanley, UBS (three of the ten), Fidelity Investments, LPL Financial, Schroders, BMO Wealth Management - Canada, DBS Bank and KKR. Titles run from a Chief Data and Analytics Officer and a Head of Data & AI to reporting automation, risk reporting and sales and marketing analytics, useful for decisions on client data, reporting or where AI fits in a wealth business.
Professionals to explore
Adam Jupp
LinkedInExperience: Head of Data & AI, Wealth Management · Schroders
Schroders Wealth Management's data and AI work has been led by Adam Jupp as Head of Data & AI, Wealth Management at Schroders since 2026. At Coutts, Jupp held Head of Data & Analytics, Wealth (2016–2025), Head of Analytics (2011–2024, and again in 2025) and Head of Sales Management (2011–2016), which suits questions on building data and AI capability for a wealth management business.
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Adheesh Sharma, CFA
LinkedInExperience: Head of Analytics and Insights, Fidelity Institutional and Institutional Wealth Management Services · Fidelity Investments
Sales and marketing analytics, BI, data science, AI/ML and data strategy are the areas Adheesh Sharma, CFA names as Head of Analytics and Insights, Fidelity Institutional and Institutional Wealth Management Services at Fidelity Investments since 2024. Sharma held Senior Vice President, Platform and Analytics Group, Quant Research and Investing (2022–2024) and digital product and quant Vice President roles at Fidelity Investments from 2013 to 2022.
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Amgad Nassif
LinkedInExperience: Director, Wealth Management Data Management and Analytics · UBS
Amgad Nassif has been Director, Wealth Management Data Management and Analytics at UBS since 2020 and describes steering the division through data governance and data strategy. Nassif was VP, Risk Data Management and Innovation at Deutsche Bank (2019–2020) and held Team Lead, Data Management Quantitative Analysis (2016–2018) and Project Manager, Data Governance (2015–2016) roles at BNY, a fit for wealth data governance questions.
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Cameron Cummings
LinkedInExperience: Senior Vice President Wealth Management Insights & Analytics · LPL Financial
Cameron Cummings has been Senior Vice President Wealth Management Insights & Analytics at LPL Financial since 2020 and held Vice President - Business Management (2010–2020), AVP Business Analysis - Insurance Associates (2010–2014) and Analyst - Finance (2006–2010) roles there. Cummings describes 19+ years in financial services using advanced data analytics, predictive modeling and BI, a fit for questions on predictive analytics in wealth management.
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Claire Yankell
LinkedInExperience: Director, Global Head of Business Analytics, Global Wealth Solutions · KKR
Director, Global Head of Business Analytics, Global Wealth Solutions at KKR since 2023, Claire Yankell spent 2014 to 2022 at Blackstone as Associate (2014–2017), Director (2018–2020) and Vice President (2021–2022). Yankell was an Associate at Morgan Rio Capital Management, LLC (2013–2014), which suits questions on business analytics for a global wealth solutions group.
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Georges Gamma
LinkedInExperience: Head of Data Analytics & Reporting, Business Risk Services, Global Wealth Management · UBS
Georges Gamma has been Head of Data Analytics & Reporting, Business Risk Services, Global Wealth Management at UBS since 2018 and a Data Specialist at UBS since 2017, with Audit Expert roles there from 2014 to 2017. Gamma describes combining finance and risk management experience with data analytics skills, a fit for questions on risk data and reporting in a wealth management business.
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Joe Cordeira
LinkedInExperience: Chief Data and Analytics Officer - UBS Wealth Management Americas · UBS
Using AI, data and analytics to transform the wealth management business is Joe Cordeira's responsibility as Chief Data and Analytics Officer - UBS Wealth Management Americas since 2023. Cordeira was Managing Director, Head of Sales and Analytics Platforms, UBS Wealth Management (2021–2023), held UBS Evidence Lab Innovations roles (2014–2021) and was Vice President, Research Technology Management at Morgan Stanley (2008–2013).
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Kern Teoh
LinkedInExperience: Regional Data Chapter & Wealth Analytics Lead · DBS Bank
Democratizing and industrializing analytics, AI and ML is the responsibility Kern Teoh describes as Regional Data Chapter & Wealth Analytics Lead at DBS Bank since 2022. Teoh was Director - Team Head, Business Analytics Client Franchise & Offering at BNP Paribas Wealth Management (2020–2022), a business manager at BNP Paribas and Julius Baer (2013–2020) and a Vice President in Bank of America Merrill Lynch business intelligence services (2006–2013).
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Suresh Marrey
LinkedInExperience: Executive Director, Wealth Management Analytics · Morgan Stanley
Client and CRM data and predictive analytics are the core skills Suresh Marrey cites. Marrey's Morgan Stanley roles are Executive Director, Wealth Management Analytics since 2021, Senior Director, Marketing and Product Analytics (E TRADE) (2019–2021), Director Marketing Analytics (E TRADE) (2016–2019) and Senior Manager Analytics (E TRADE) (2014–2016), and Marrey was Decision Science Team Leader at Barclays (2011–2014).
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Thushara Mariamma Mathew
LinkedInExperience: Director Wealth Reporting Analytics & Automation and Visualization & Business Insights · BMO Wealth Management - Canada
Reporting automation and analytics recur across Thushara Mariamma Mathew's titles at BMO Wealth Management - Canada: Director Wealth Reporting Analytics & Automation and Visualization & Business Insights since 2025, Director Wealth Reporting Analytics & Automation (2025), Director Private Wealth Data and Analytics (2024–2025) and manager-level Private Wealth Data and Analytics roles (2021–2024). Mathew can speak to automating wealth reporting.
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Choose the right perspective
Joe Cordeira and Adam Jupp hold the top data titles here and suit questions on data and AI strategy; Amgad Nassif and Georges Gamma cover data governance and risk reporting at UBS. For client, marketing and sales analytics, try Suresh Marrey, Adheesh Sharma, CFA, Cameron Cummings or Claire Yankell; for reporting automation, Thushara Mariamma Mathew; Kern Teoh adds a Singapore-based view from DBS Bank, BNP Paribas Wealth Management and Julius Baer.
Questions to take into the conversation
- 01Which client and advisor data actually predicts asset growth or attrition in a wealth business, and which commonly tracked metrics don't?
- 02How do you govern client data across advisors, CRM and portfolio systems well enough to trust it for AI use cases?
- 03What does it take to automate client and management reporting at a wealth manager without losing the judgment that went into the manual version?
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.