Ro Mehrotra

Senior Vice President, Wealth Client

As Senior Vice President, Wealth Client, Ro Mehrotra oversees Edelman Financial Engine’s Wealth Planning organization, helping to strengthen client experience while supporting the continued development of its planning teams.

Ro has more than two decades of leadership experience across the wealth management industry. Most recently, he served as Head of Client Experience and Senior Vice President, Wealth Planning Group at First Citizens Bank, where he led client experience strategy and wealth planning initiatives. Prior to that, Ro held senior leadership roles at Silicon Valley Bank, where he led national teams of advisors, built client service practices, and supported recruitment and development of advisory talent.

Earlier in his career, Ro spent more than a decade at J.P. Morgan Private Bank in a variety of leadership roles, including Managing Director and Regional Head, overseeing client relationships and advising high-net-worth individuals and families. He also held roles at Goldman Sachs, further strengthening his experience across private wealth and institutional financial services.

Ro holds a master’s degree in business administration from the Tuck School of Business at Dartmouth College and a bachelor’s degree in applied economics from Cornell University.