Operations professionals in Wealth management
These ten professionals have held operations leadership roles at wealth management firms and in the wealth management divisions of larger financial firms. A reader can learn how wealth operations teams handle onboarding, money movement and client service, and where handoffs and exceptions slow the work down.
Professionals to explore
Anne Byrd
LinkedInExperience: Director of Private Wealth Operations · Brockenbrough
Director of Private Wealth Operations at Brockenbrough since 2023. The summary describes leadership in treasury operations and banking services, including building processes and controls and working with auditors. Other listed roles include Vice President, RIA Custody at Goldman Sachs (2020–2023), Vice President, Client Operations at Folio Investing (2015–2020), Director, Brokerage Operations at Folio Investing (2010–2014) and Senior Brokerage Operations Specialist at Folio Investing (2004–2010).
Is this you? Claim your profile and get paid for calls.
Carly Yezek
LinkedInExperience: Director of Operations · The Hamilton Group Wealth Management
Director of Operations at The Hamilton Group Wealth Management since 2024. The summary describes over a decade in wealth management operations and client servicing, with responsibility for money movement and servicing and client onboarding. Other listed roles include Client Services Coordinator at Fortis Bank (2023–2024), Sales Support Associate at Bank of America (2021–2023) and Senior Operations Representative at Merrill Lynch (2015–2021).
Is this you? Claim your profile and get paid for calls.
Celeste Millio
LinkedInExperience: Wealth Management Operations Director · Morgan Stanley
Wealth Management Operations Director at Morgan Stanley since 2020. The summary describes a focus on client service and developing customer relationships. Other listed roles include Customer Relationship Manager at JRP (James River Petroleum) (2018–2020), Regional Sales Manager at Diesel Direct (2016–2018), Channel Manager at Verizon (2011–2015) and Outside Sales Representative at Verizon (2009–2011).
Is this you? Claim your profile and get paid for calls.
Cindy Steiner
LinkedInExperience: Director of Operations · Owl Creek Wealth Partners
Director of Operations at Owl Creek Wealth Partners since 2024. The highlights describe helping launch and grow an RIA firm catering to High Net Worth clients. Other listed roles include Office Manager Bookkeeper at Englewood Camera (2022–2024), Client Services Associate at Envestnet | Tamarac (2021–2022), Operations Manager at Rosel Wealth Management (2018–2019) and Operations Analyst at Ensign Wealth Advisors (2018–2019).
Is this you? Claim your profile and get paid for calls.
Craig Pope
LinkedInExperience: Executive Director - Wealth Management Operations · JPMorganChase
Executive Director - Wealth Management Operations at JPMorganChase since 1998. The highlights list the role under JPMorganChase, in the Finance & Accounting department at Director level. Other listed roles include Aviation Anti-submarine Warfare Operator 2nd Class Petty Officer at US Navy (1992–1997).
Is this you? Claim your profile and get paid for calls.
Jon Seiler
LinkedInExperience: Director of Operations · United Capital Financial Advisors, LLC
Director of Operations at United Capital Financial Advisors, LLC since 2023. The summary describes 15+ years in wealth management and RIA operations and overseeing firmwide operations at United Capital Financial Advisors. Other listed roles include Senior Vice President at Goldman Sachs (2022–2023), Vice President, Product Project Manager PWM Operations Performance at Goldman Sachs (2019–2022), Executive Director PWM European Management at Goldman Sachs (2018–2019) and Vice President Team Manager PWM Operations Products, Pricing & Performance at Goldman Sachs (2008–2018).
Is this you? Claim your profile and get paid for calls.
Kevin B. McGann
LinkedInExperience: Vice President, Chief Operations Officer · MG&A Wealth
Vice President, Chief Operations Officer at MG&A Wealth since 1999. The summary describes thirty-nine years of financial operations experience, with expertise in customer service, system implementation, compliance and process reengineering. Other listed roles include Director of Operations at MG&A Florida (1999–2009), Assistant Vice President at Pershing, DLJ (1996–1999), Administrator Technical Business Owner at AETNA Connecticut (1994–1996) and Owner Manager at Cafe Daytona (1993–1994).
Is this you? Claim your profile and get paid for calls.
Michele Cleary
LinkedInExperience: Former Director of Operations · Lazard Wealth Management LLC
Former Director of Operations at Lazard Wealth Management LLC (2009–2013). Also Director of Operations and Administration at Cannell & Spears since 2013. For that role, the highlights describe leading strategic initiatives to improve the firm's operations and restructuring the back and middle office. Other listed roles include Client Service Officer- Project Manager at The Bank of New York Mellon (2009) and Director of Client Administration at Ark Asset Management (1989–2009).
Is this you? Claim your profile and get paid for calls.
Renee Bowen
LinkedInExperience: Director of Operations & Compliance · Girard, a Univest Wealth Division
Director of Operations & Compliance at Girard, a Univest Wealth Division since 2017. The summary describes enabling operational scale and growth within the investment industry and developing and managing operational infrastructures. Other listed roles include Director of Operations & Client Services at Andres Capital Management LLC (2016–2017), Vice President at State Street (2012–2016), Vice President, Financial Operations - SMA Outsourcing at BNY Pershing (1999–2011) and Sr. Director and Sr. Vice President at PNC (2005–2010).
Is this you? Claim your profile and get paid for calls.
Susan Weingaertner
LinkedInExperience: Director of Operations · Johndrow Wealth Management
Director of Operations at Johndrow Wealth Management since 2026. The summary describes overseeing day-to-day operations at Johndrow Wealth Management across client service, advisory, marketing, trading and compliance. Other listed roles include Office and Operations Manager at Johndrow Wealth Management (2022–2025), Sr. Client Relationship Manager at Johndrow Wealth Management (2018–2021), Client Relationship Manager at Farmington River Financial Group (2017–2018) and Administrative Assistant at Farmington River Financial Group (2015–2018).
Is this you? Claim your profile and get paid for calls.
Choose the right perspective
Match the person's operating setting to your decision, since an independent advisory practice, a regional wealth firm and a large bank's wealth division run operations very differently. Check whether their relevant role is current or past and which parts of operations it covered.
Questions to take into the conversation
- 01Which client-facing process, such as onboarding or money movement, caused the most rework for your team, and what did you change?
- 02How did you decide when to add operations staff or new systems as client counts grew?
- 03Which operating measures did you review every week, and why those?
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.