Wealth management
Engineering professionals in Wealth management
Engineering leaders in wealth management have built systems that handle money movement, client data, and trading operations. Talk with them about the real tradeoffs they made between system speed, uptime, and cost—and which constraints forced their hand most often.
Professionals to explore
01—10Ajay Madhavan
LinkedInExperience: Principal Director - Wealth Management Engineering · Charles Schwab
Has experience leading wealth management engineering initiatives at a financial services firm, with a background designing and implementing trading and clearing systems for financial services.
Anand Reddy
LinkedInExperience: Head of Engineering, Personal Investors Technology · Vanguard
Experience leading engineering teams building technology for personal investors and retail financial advisory services at an investment management firm.
Chirayu Mehta
LinkedInExperience: Director, Engineering Manager · Fidelity Investments Wealth Advisory
Experience leading engineering teams building enterprise data platforms supporting portfolio construction and model management for wealth advisors.
Leonid Liahovetsky
LinkedInExperience: CTO of Self Directed & Automated Investments, J.P. Morgan Wealth Management · JPMorganChase
Experience as CTO overseeing technology for self-directed and automated investment products within wealth management.
Manuel Rodriguez
LinkedInExperience: Director Software Engineering, Wealth Management Technology · Morgan Stanley
Experience in a director-level software engineering role within wealth management technology at a large financial services firm.
Melissa Merkley
LinkedInExperience: Managing Director - Wealth Asset Management Engineering - Head of Operations and Sales Technology · Charles Schwab
Experience leading engineering and technology operations supporting front office asset management and sales functions in wealth management.
Prosenjit Nandi
LinkedInExperience: Technology Director Head of Core Engineering · Wells Fargo
Experience directing core engineering for wealth and investment management technology, including platform, API ecosystem, and modernization strategy.
Rodrigo Toller
LinkedInExperience: Executive Director - Wealth Management Technology · Morgan Stanley
Experience as an executive director leading wealth management technology at a large financial services firm.
Sean Brandow
LinkedInExperience: VP - Engineering Manager, North America Wealth Management · Broadridge
Experience managing engineering teams delivering wealth platforms for broker/dealers and banks, including migrating legacy wealth engines onto integrated platforms.
Vivek Mago
LinkedInExperience: Head of Technology JP Morgan Wealth Management · JPMorganChase
Experience leading technology for a wealth management business, including digital client solutions, within a large financial services organization.
Choose the right perspective
Look for candidates who ran infrastructure, managed platform teams, or owned a service that clients depended on. Ask what broke, what they fixed, and what they'd do differently. Avoid those who only describe what they planned to do.
Questions to take into the conversation
- 01When you had to choose between faster delivery and lower operating cost, what actually determined your decision?
- 02What technical limit forced you to change how you built or ran the system?
- 03Tell me about a time your reliability target conflicted with your budget—how did you resolve it?
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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