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Executive Team

Our experienced leadership team oversees a financial planning organization that extends far beyond the traditional advisory model – delivering personalized financial guidance to individuals and their families while also supporting large-scale workplace retirement programs nationwide. Together, they lead with a collaborative approach grounded in innovation, scale, and a commitment to putting clients first.

  • Ralph Haberli

    CEO & President

    As Chief Executive Officer and President, Ralph is shaping Edelman Financial Engines’ long-term vision and growth strategy, with a commitment to making financial advice more accessible, personal, and impactful for individuals at every stage of their financial journey.

  • Lee Antone

    Chief Legal and Risk Officer

    As General Counsel and Chief Legal and Risk Officer, Lee oversees a team of legal, compliance, and security professionals at Edelman Financial Engines. Together they are responsible for all matters related to regulatory compliance, corporate governance, information security, legal obligations, and the identification, mitigation, and effective management of risk.

  • Megan Hanley

    Chief Marketing Officer

    Megan Hanley is Chief Marketing Officer at Edelman Financial Engines, where she leads the company’s efforts to build a more accessible, human-centered approach to financial advice. She is responsible for driving brand, growth, and client engagement — connecting more individuals to the guidance they need to make confident financial decisions at every stage of life.

  • Michael Liersch

    Chief Planning Officer

    With deep expertise in behavioral finance and wealth planning, Michael Liersch serves as Chief Planning Officer at Edelman Financial Engines. He leads the firm’s strategic agenda around financial planning, advice, and solutions.

  • Valerie Pimenta

    Chief People Officer

    Valerie Bolch Pimenta is Chief People Officer at Edelman Financial Engines. She oversees all human resources functions including talent, learning and development, and culture, as well as corporate citizenship and philanthropy efforts across the firm.

  • Greg Why

    Chief Transformation Officer

    As Chief Transformation Officer, Greg Why brings more than 30 years of experience helping organizations scale, accelerate growth, and unlock enterprise value through strategic transformation, M&A integration, operational excellence, and business modernization.

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