Wealth management
Finance professionals in Wealth management
Explore how wealth management finance teams actually set budgets, choose between competing spending needs, and adjust plans when markets shift. Learn which cost decisions stick and which get reversed, and how leaders weigh client service against operational efficiency.
Professionals to explore
01—10Faina Schwartz
LinkedInExperience: Director of HR and Finance Controller · RWA Wealth Partners
Experience overseeing financial reporting, budgeting, and accounting functions as a finance controller at a wealth management firm.
Hazel Rebello CPA
LinkedInExperience: Director of Finance · Worldsource Wealth Management Inc.
Experience directing finance functions, including financial analysis, budgeting, and forecasting, at a wealth management firm.
Jen Donnelly
LinkedInExperience: Director of Finance, Personal Investing · Fidelity Investments
Experience leading finance for a retail wealth management business, including FP&A, project management, and executive scorecard development.
Kathleen Thompson
LinkedInExperience: Chief Fiancial Officer · Clearstead Advisors, LLc
Experience serving as chief financial officer at an institutional and private wealth management firm handling financial solutions for clients.
Lauren Wetrich
LinkedInExperience: Director, Finance · Charles Schwab
Experience in corporate finance and FP&A supporting wealth management operations, including budgeting and forecasting for advice and digital services teams.
Mandi Nance
LinkedInExperience: Director Personal CFO Services · Pathstone
Experience directing personal CFO services at a wealth management firm serving multigenerational families, single family offices, foundations, and endowments.
Rodrigo Rojas
LinkedInExperience: Global Wealth Management Controller, Managing Director · JPMorganChase
Experience serving as controller for a global wealth management business at a major financial services firm.
Roshen Perera
LinkedInExperience: Senior Director - Global Wealth Management Controller · RBC Wealth Management
Experience serving as a financial controller for a global wealth management business, overseeing financial control and reporting functions within a wealth management platform.
Stan Bryan
LinkedInExperience: Finance Manager - Advice & Wealth Management · Vanguard
Experience serving as finance manager for an advice and wealth management business, contributing to financial planning and analysis within a large investment services firm.
Winnie Lim
LinkedInExperience: Director, APAC Wealth Management Financial Controller Lead · UBS
Experience leading financial control across wealth management products, including balance sheet substantiation, P&L analysis, and management reporting for a wealth management business.
Choose the right perspective
Look for candidates who have owned budget decisions—not just executed them. Ask about times they pushed back on spending requests, chose to cut costs in one area to fund another, or had to reforecast mid-year. Candidates should describe the actual trade-offs they made, not just the process.
Questions to take into the conversation
- 01Walk me through a budget decision where you had to choose between two things you couldn't fund equally. What made you pick one over the other?
- 02When a forecast went wrong, what did you change in your next budget cycle, and what did you keep the same?
- 03Tell me about a cost you wanted to cut but couldn't, or a cost you cut that created a real problem later.
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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