Wealth management
Data and analytics professionals in Wealth management
Wealth managers rely on data to decide which clients to serve, how to price services, and whether portfolios meet risk targets. You can explore which data sources actually drive these decisions, when analysts distrust their own numbers, and where missing data forces guesswork instead.
Professionals to explore
01—10Amgad Nassif
LinkedInExperience: Director, Wealth Management Data Management and Analytics · UBS
Experience directing data management and analytics for a wealth management division, crafting data strategies and data governance practices.
Atul Dalmia
LinkedInExperience: Chief Analytics Officer for Morgan Stanley Wealth Management, Managing Director · Morgan Stanley
Experience serving as chief analytics officer for a wealth management business and previously heading analytics, modeling and decision sciences for wealth management, banking, and marketing.
Caleigh Romano
LinkedInExperience: Senior Manager, Advice & Wealth Management Client Experience Analytics · Vanguard
Experience managing client experience analytics for an advice and wealth management business, supporting data strategy and analytics functions.
Claire Yankell
LinkedInExperience: Director, Global Head of Business Analytics, Global Wealth Solutions · KKR
Experience heading business analytics for a global wealth solutions business at an alternative asset investment firm.
Eddie Hsu
LinkedInExperience: Head of Wealth Management Data and Analytics · JPMorganChase
Experience leading data and analytics for a wealth management business, overseeing wealth data initiatives at a large financial services firm.
Joe Ingram
LinkedInExperience: Business Intelligence Lead · RBC Brewin Dolphin
Experience leading business intelligence functions at a wealth management firm, working on BI strategy, data analysis systems, and organisational reporting.
Kern Teoh
LinkedInExperience: Regional Data Chapter & Wealth Analytics Lead · DBS Bank
Experience leading wealth analytics, enabling analytics for clients and investments and managing data assets for a private bank's wealth clients.
Sarah Tuttle
LinkedInExperience: Managing Director Head of Wealth Management Data & Analytics · JPMorganChase
Experience leading data and analytics for a wealth management business, following prior roles as a wealth management analytics executive at a bank.
Suresh Marrey
LinkedInExperience: Executive Director, Wealth Management Analytics · Morgan Stanley
Experience leading wealth management analytics, including providing insights from client and CRM data and conducting predictive and business analytics for the wealth management business.
Victor De Oleo
LinkedInExperience: Executive Director, Wealth Management Analytics, Data & Innovation · Morgan Stanley
Experience leading wealth management analytics, data, and innovation, building on earlier roles in the same wealth management analytics function.
Choose the right perspective
Look for candidates who have built or questioned specific reports used by advisors or portfolio managers. Ask them to describe a time when data they provided changed a business decision—or when it didn't. Avoid those who only describe tools and systems without connecting to actual choices made.
Questions to take into the conversation
- 01Walk me through a report you built that advisors or managers actually used. What data went into it, and what decision did it support?
- 02When did you discover that the data you were using didn't answer the question people thought it would?
- 03What data would you need to feel confident making a decision you currently can't make?
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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