People and talent professionals in Wealth management
Morgan Stanley's head of Wealth Management Human Resources and one of its talent acquisition directors appear with HR leads for J.P. Morgan and Merrill wealth management and HR leaders at Nuvama Wealth, Julius Baer Wealth Advisors India, Sanctum Wealth, Motilal Oswal and PL Capital Group. Jessica Cunnick adds chief people and chief talent roles at Kovitz and The Mather Group, so the group suits a wealth firm hiring advisors or building HR for a new wealth business.
Professionals to explore
Caroline Kulkarni
LinkedInExperience: Co Founder & Head - Human Resources · Sanctum Wealth
Building HR at a new wealth firm is where Caroline Kulkarni fits, as Co Founder & Head - Human Resources at Sanctum Wealth since 2016, after Vice President - Human Resources at RBS (2007-2016). Caroline also held AVP - Human Resources at ABN AMRO Bank N.V. (2007-2009), Assistant Manager - Humar Resources at American Express Services India Limited (2002-2007) and Executive - HR at Tata Finance Limited (2000-2002).
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Erin Huson Rupp
LinkedInExperience: Former Vice President, Talent Acquisition, J.P. Morgan Wealth Management · JPMorganChase
Erin Huson Rupp was Vice President, Talent Acquisition, J.P. Morgan Wealth Management at JPMorganChase (2014-2025), after Recruiter at NRG Energy (2014). Erin was also Sr. Human Resources Representative at Edison Mission Energy (2007-2014), Staffing Manager at Eastridge Administrative Staffing (2006-2007) and Recruiting Associate - Contract at PIMCO (2005-2006), the best match here for advisor recruiting at J.P. Morgan Wealth Management.
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Gayatri Puranik, PhD
LinkedInExperience: Executive Director - Head Human Resources · Julius Baer Wealth Advisors India Private Limited
Since 2018, Gayatri Puranik has been Executive Director - Head Human Resources at Julius Baer Wealth Advisors India Private Limited, after Director - Head Human Resources at JM Financial Services Pvt Ltd (erstwhile JM Morgan Stanley Financial Services) (2004-2018). Gayatri was Dy.Manager - Human Resources at Cholamandalan Group (2001-2004) and describes 25+ years in financial services HR, a fit for heading HR at Julius Baer Wealth Advisors India.
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Girishma Narang, MBA
LinkedInExperience: Director, Talent Acquisition · Morgan Stanley
Director, Talent Acquisition at Morgan Stanley since 2025, Girishma Narang describes partnering with Wealth Management leadership on hiring across client service, advisor-facing and home office functions. At Vanguard, Girishma was Hiring Specialist, Talent Strategy (2022-2025), Project Manager, Continuous Improvement (2020-2022) and Relationship Specialist, Specialized Programs (2018-2020).
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Jessica Cunnick
LinkedInExperience: Director, Wealth Management Talent · Aprio
Chief people questions at firms like Kovitz and The Mather Group fit Jessica Cunnick, Director, Wealth Management Talent at Aprio (since 2026) and Chief Talent Officer at The Mather Group, LLC (2023-2025). At Kovitz, Jessica was Vice President, Human Resources (2020-2022), Chief People Officer (2022-2023) and Principal, Chief People Officer (2023), and holds a Northwestern master's in organizational change.
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Kathy Deacon Haskell
LinkedInExperience: Managing Director, Head of Wealth Management Human Resources · Morgan Stanley
Heading HR for a wealth management division is the question for Kathy Deacon Haskell, Managing Director, Head of Wealth Management Human Resources at Morgan Stanley since 2023, after Head of HR Business Partners at AQR Capital Management (2017-2023). Kathy was also Managing Director, Global Fixed Income and Commodities HR at Morgan Stanley (2006-2017) and Assistant Vice President at Lehman Brothers (2000-2006).
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Kristelle Goulias Squire
LinkedInExperience: SVP HR Manager Merrill Wealth Management · Bank of America Merrill Lynch
Campus and early-career hiring fit Kristelle Goulias Squire, SVP HR Manager Merrill Wealth Management at Bank of America Merrill Lynch since 2023. At Bank of America, Kristelle was Campus Manager, Global Corporate & Investment Banking (2021-2023), Talent Acquisition Manager, Global Markets, Fixed Income Sales & Trading (2020-2021) and Corporate Recruiter- Global Human Resources (2018-2020).
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Natasha Patel
LinkedInExperience: Executive Vice President & Head HR - Nuvama Wealth · Nuvama Wealth
Natasha Patel holds Executive Vice President & Head HR - Nuvama Wealth (since 2023) and Senior Vice President & Head HR - Nuvama Wealth (since 2021). Natasha's Edelweiss Financial Services Limited titles include Head HR - Personal Wealth Advisory at Edelweiss Financial Services (since 2018), Vice President Human Resources (since 2018) and Deputy Vice President Human Resources (since 2017), and Natasha describes 15+ years across talent management, acquisition and engagement.
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Priyanka Karve
LinkedInExperience: Vice President HR - Wealth Management · PL Capital Group (Prabhudas Lilladher)
At PL Capital Group (Prabhudas Lilladher), Priyanka Karve has been Vice President HR - Wealth Management since 2026, after Assistant Vice President Human Resources (2024-2026) and Senior Manager - HR (2018-2024) at HDFC securities. Priyanka was also HR Manager (2016-2018) and Deputy Manager HR (2011-2016) at Mahindra Finance, a fit for HR for a wealth management unit.
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Suman Saha
LinkedInExperience: Associate Vice President & Zonal Head HR-Wealth Management · Motilal Oswal Financial Services Ltd
Suman Saha became Associate Vice President & Zonal Head HR-Wealth Management at Motilal Oswal Financial Services Ltd in 2025. At Bandhan Bank, Suman was HR Business Partner (2020-2022), Sr. HR Business Partner (2022-2025) and AVP - Lead HR Business Partner (2025), and was HR Business Partner at Vedanta Group (2019), so questions on HR partnering for a wealth management zone fit.
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Choose the right perspective
For heading HR across a wealth business, Kathy Deacon Haskell, Natasha Patel and Gayatri Puranik hold the senior titles, and Caroline Kulkarni co-founded one. Girishma Narang, Erin Huson Rupp and Kristelle Goulias Squire are the recruiting picks, Jessica Cunnick fits chief people questions, and Suman Saha or Priyanka Karve fit zone and business HR.
Questions to take into the conversation
- 01How do you recruit experienced financial advisors who bring client relationships, and how do you structure their move?
- 02What does a development program for new advisors look like, and how many make it past the first two years?
- 03How do you set up HR for a new wealth firm before it has a large team?
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.