President and Chief Executive Officer
Member, Board of Directors
With over 30 years of experience in the financial services/technology industry, including 21 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 nearly $300 billion in assets under management and over 1.3 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.