Leadership in Financial Planning | Edelman Financial Engines

Our Executive Team

Our team is made up of some of the brightest minds in the business. From our founders to our leadership team to our employees, everyone here wants to help make your retirement better.

Lawrence Raffone

President and Chief Executive Officer Member, Board of Directors

Lawrence Raffone

Lawrence has propelled Edelman Financial Engines from a small venture-backed Silicon Valley start-up to the largest independent registered investment advisor in America.

Lee Antone

Executive Vice President and General Counsel

Lee Antone

Under Lee’s leadership and extensive experience, we remain dedicated to meeting our fiduciary duty every day.

Hamesh Chawla

Executive Vice President, Chief Product and Chief Technology Officer

Hamesh Chawla

Under Hamesh's guidance, we are devoted to continuing to provide high-quality investment advice on our leading proprietary technology platform.

Christopher Jones

Executive Vice President of Investment Management & Chief Investment Officer

Christopher Jones

Christopher has championed a personalized, rigorous approach to investment management and a strong commitment to a fiduciary standard of care.

Joe Nedder

Executive Vice President, Chief Operations Officer and Chief Human Resources Officer

Joe Nedder

Joe knows that our people are our best and most important asset, which is why he is responsible for managing the employee experience.

Kelly O'Donnell

Executive Vice President and Head of Workplace

Kelly O'Donnell

Kelly plays a critical role in leading our workplace strategy and strengthening the client experience for more than 10 million plan participants within our unique offering.

Mario Ramos

Executive Vice President, Chief Financial Officer and Chief Risk Officer

Mario Ramos

Mario has spent his career helping companies optimize financial performance while growing and scaling their businesses.

Jason Van de Loo

Executive Vice President and Head of Retail & Marketing

Jason Van de Loo

Jason's product and marketing team has transformed our client experience allowing us to better serve more than 1.2 million clients.

With over 30 years of experience in the financial services/technology industry, including 17 years at Financial Engines, Larry propelled Financial Engines from a small venture-backed Silicon Valley start-up to the largest independent registered investment advisor in America with over $200 billion in assets under management and over 1.1 million clients. Early in Larry’s tenure at Financial Engines, he was responsible for building our key relationships with the largest employers and recordkeepers in America that ultimately fueled the company’s rapid growth. Larry has led Financial Engines through some of the most transformational moments in the company’s history, including the acquisition of The Mutual Fund Store (2016) and the merger with Edelman Financial Services (2018).

Decades ago, Larry recognized that the financial services industry was underserving the typical American family and joined Financial Engines in 2001 to build a new breed of investment advisor that provides high-quality financial planning and investment advice, free from product conflict, and delivered by the best planners in the country. Larry is proud to lead a mission-driven company that puts the client’s best interest first and continues to raise the bar as Financial Engines strives to bring much needed financial help to more people.

Prior to joining Financial Engines, Larry was Executive Vice President of Fidelity Investments Institutional Brokerage Group (IBG), a division of Fidelity Investments where he managed the correspondent services business and the RIA channel.

Larry earned a B.A. in Marketing from Bryant University and an M.B.A from Babson College.

With nearly 20 years of finance and operations experience, Mario has spent his career helping companies optimize financial performance while growing and scaling their businesses. Mario joined Edelman Financial Engines from CVS Caremark, where he served most recently as Senior Vice President and Chief Financial Officer. Before becoming CFO, Mario was head of CVS's M&A and Corporate Development group where he led CVS's acquisition and integration of Aetna. He’s also served as Chief Operating Officer of CVS International and spent over 17 years in investment banking at JP Morgan, Lehman Brothers and a subsidiary of The Blackstone Group. During that time Mr. Ramos participated in over $100 billion of M&A transactions including some of the largest M&A transactions ever completed in the United States.

Mario earned an MBA from The Mason School of Business at The College of William & Mary and a bachelor's degree from The University of Richmond.

Lee has more than 25 years of experience deeply rooted in the financial services industry as In-house counsel at a number of notable firms and on the regulatory side with both the SEC and FINRA. At Financial Engines, Lee is responsible for our company wide legal, compliance, regulatory and corporate governance functions.

Having worked in regulatory oversight early in his career, Lee has a keen appreciation for a strong standard of care to protect investors, and Financial Engines was one of the few firms that built their business model around independence. Since our founding, Financial Engines has always acted in the best interests of our clients, and under Lee's leadership and extensive experience, we remain dedicated to meeting our fiduciary duty every day.

Prior to joining us, Lee held senior leadership roles at Columbia Management Group, LPL Financial Services, ING, and worked as an attorney with both the U.S. Securities and Exchange Commission and the Financial Industry Regulatory Authority (FINRA).

Lee earned his B.A. and J.D. from The Catholic University of America and an L.L.M. from the Georgetown University Law Center.

From Financial Engines' inception in 1996, Chris has championed a personalized, rigorous approach to investment management and a strong commitment to a fiduciary standard of care. Working closely with Nobel laureate and Financial Engines founder William F. Sharpe, Chris built and led a team of experts in finance, economics, and mathematics who developed the groundbreaking financial methodology that underlies the Financial Engines' Online Advice and Professional Management services. These innovations have greatly expanded the access to high quality, objective advice to help millions of Americans achieve their financial goals. Today Chris' team is responsible for investment analysis, financial research and development, portfolio management, data science and engineering for the millions of people who use our services.

Well known in financial circles, Chris is frequently featured in articles from The New York Times, The Wall Street Journal, Bloomberg, BusinessWeek, Newsweek, Fortune, Forbes, and other national and regional publications. Additionally, Chris is a well-respected and strong advocate for investor rights with policymakers and regulators in Washington, DC. He is also the author of the book The Intelligent Portfolio: Practical Wisdom on Personal Investing from Financial Engines.

Prior to joining Financial Engines as the firm's third employee, Chris spent six years as a consultant for Cornerstone Research, an economic and financial consulting firm specializing in corporate litigation.

Chris received master's degrees in Business Technology and Engineering-Economic Systems, and a bachelor's degree in Quantitative Economics, all from Stanford University.

With over 20 years in the financial services industry, Kelly has played a critical role in leading our strategy and developing our institutional relationships with important employers, plan providers and consultants in order to provide high-quality advisory services to millions of Americans.  As the EVP and Head of Workplace, Kelly leads the marketing, product and strategy initiatives that deliver our unique offering and client experience to more than 10 million plan participants.  In her prior role as Chief Administrative Officer and Chief Risk Officer for Edelman Financial Engines, Kelly was responsible for setting our long-term vision and helping the company execute on our strategy through leadership of our Corporate Strategy and Development, Corporate Communications, Legal & Compliance, Human Resources, and Risk Management functions. Kelly joined Financial Engines in 2003 and, during her long tenure, has held several additional leadership roles, including Business Operations, Corporate Marketing, and Institutional Marketing.

Kelly is the founder and executive sponsor of the Edelman Financial Engines Women in Leadership program which helps develop women into leaders in the organization and the financial services industry.  In addition, Kelly is an influential voice through her testimony on financial issues on Capitol Hill, an expert on the future of innovation at financial technology conferences, and as a media resource on the topic of women & investing.

Prior to joining Financial Engines, Kelly was Director of Consulting and an analyst for Cerulli Associates and a manager and associate at PriceWaterhouseCoopers.

Kelly received a bachelor's degree in Accountancy from the University of Missouri and was selected as a participant for Harvard Business School's Women in Leadership Executive Program.

Since joining Edelman Financial Engines, and throughout his career, Jason Van de Loo has transformed the client experience. After joining the firm in 2014 and serving as our Chief Marketing Officer, Jason reinvented our strategy and led a team that amplified our clients’ voices to help us better serve the needs of 1.2 million clients. As our Head of Retail & Marketing, Jason is focused on building our brand, driving new client acquisition and delivering the industry’s premier client experience. He leads a diverse, nationwide team of planners, client service staff, marketers, designers and communicators.

Jason brings nearly 20 years of experience driving customer-centric innovation and growth. He served as the head of marketing for Capella University, overseeing product strategy, brand development and customer acquisition during a period that saw Capella grow to 40,000 online students. Jason leveraged that experience as a founding executive and CMO of Everspring, an EdTech startup partnering with leading universities to build online degree programs. In addition to his work with Edelman Financial Engines, Jason has served on the Board of Directors of CaringBridge, a global non-profit that creates private social networks to help families navigate health journeys, and TreeHouse, an organization transforming the lives of at-risk teens in the Twin Cities.

Jason holds a master’s in business administration and a bachelor of science in business, both with high distinction, from the Carlson School of Management at the University of Minnesota.

As the Chief Operations Officer and Chief Human Resources Officer, Joe has the important role of overseeing our end-to-end operations functions and the employee experience for a diverse and passionate team of professionals who represent our competitive advantage in the industry and the heart of our company. Prior to his current role, Joe spent 13 years at Fidelity Investments. During his time at Fidelity, Joe served as the chief operating officer for the asset management division with responsibility for the core operational elements of the business including: investment operations, compliance, fiduciary oversight and human resources. Prior to that role, Joe served in a number of other operational and human resources roles within Fidelity including: the head of human resources for asset management; the chief operating officer for Pyramis Global Advisors, a Fidelity Investments company focused on servicing the needs of the institutional marketplace; the head of talent management for asset management; and as an in-house performance consultant, supporting multiple business units within Fidelity. Before joining Fidelity, Joe served as the chief executive officer for SofCheck; the president and chief operating officer for Availant; and a director and practice leader at Cambridge Technology Partners. Joe began his career as a member of the Edison Management program at General Electric.

Joe is a graduate of Dartmouth College. He is also a lecturer at Babson College and remains active with the boards of several local charitable and educational institutions, including serving as a board member for City Year Boston.

With nearly 20 years of product, engineering, and mobile technology experience, Hamesh is accomplished in building award-winning scalable enterprises and consumer products. As a pioneer of the emerging FinTech sector, Financial Engines is rooted in Silicon Valley and has been a leader of technological innovation to truly change how people invest. Hamesh was drawn to the opportunity to build upon our leading proprietary technology platform that delivers high-quality investment advice to millions of Americans. Prior to joining Financial Engines, Hamesh was Chief Product Officer at Zephyr, a leading provider of test management solutions. Before Zephyr, he held product and engineering executive roles at leading companies in Silicon Valley, including Asurion, InnoPath Software, Sonus Networks, and Cisco Systems.

Hamesh earned a M.S. degree in Computer Science from Texas A&M University.

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