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CFOs in Wealth Management

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See all CFOs in Wealth Management

Wealth Management CFOs

Rishi Kapur

Chief Financial Officer, Global Wealth and Asset Management

Toronto, ON, CA
Manulife
@manulife.com
+1  more
240-568-XXXX
+2
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James Bradley

Chief Financial Officer

New York, NY, US
Merrill Lynch
@airforce.com
508-479-XXXX
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Allison Heilborn

Chief Financial Officer

New York, NY, US
Bessemer Trust
@gmail.com
+1  more
212-388-XXXX
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Michael Holt

Chief Strategy Officer and President of Research and Investments

Chicago, IL, US
Morningstar
@gmail.com
+3  more
336-835-XXXX
+4
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Jason Dubinsky

Chief Financial Officer

Chicago, IL, US
Morningstar
@morningstar.com
+1  more
312-720-XXXX
+1
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Noel Bigman

CFO and Business Manager Private Executive Services (PES)

New York, NY, US
Bank of America Merrill Lynch
@ml.com
+1  more
212-236-XXXX
+2
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Kristen Britt

Chief Financial Officer

Scottsdale, AZ, US
Osaic
@yahoo.com
415-350-XXXX
+1
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Robert Sorge

Founder, Personal CFO, MBA, CRPC®, AIF®, CDFA, CPFA

Florham Park, NJ, US
ClearView Investment Partners, LLC NJ
@mswealth.com
+1  more
772-340-XXXX
+3
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Naveen Agarwal

Managing Director, CFO - Merrill Wealth Management

New York, NY, US
Merrill Lynch
@gmail.com
911-243-XXXX
+2
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Josh Warren

Chief Financial Officer

United States
Envestnet, Inc
@nyu.edu
+3  more
917-683-XXXX
+2
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Terry Maxwell

Chief Financial Officer

Chicago, IL, US
Robert W. Baird & Co.
@iret.com
+2  more
414-464-XXXX
+3
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John Hofmann

EVP and Chief Financial Officer

Dallas, TX, US
athenahealth
@gmail.com
+2  more
402-836-XXXX
+3
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Jeff Poe

Chief Financial Officer

Kansas City, MO, US
Mariner Wealth Advisors
@yahoo.com
+3  more
620-231-XXXX
+2
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@pacifico.com.pe
+3  more
305-539-XXXX
+5
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@hotmail.com
+1  more
573-155-XXXX
+2
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Jeroen Kroes

CFO

Amersfoort, UT, NL
Van Lanschot Kempen
@vanlanschotkempen.com
+1  more
312-034-XXXX
+1
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Keith Krueger

COO and CFO

Little Rock, AR, US
Legacy Capital Wealth Partners
@yahoo.com
+1  more
813-221-XXXX
+4
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William Schager

Chief Financial Officer

New York, NY, US
DBRS
@hotmail.com
+2  more
609-213-XXXX
+5
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Rich Lunsford

President and Chief Financial Officer

Conshohocken, PA, US
Mill Creek Capital Advisors, LLC
@yahoo.com
+1  more
610-941-XXXX
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John Millet

COO and CFO

Troy, NY, US
Bouchey Financial Group, Ltd.
@frontiernet.net
+1  more
518-720-XXXX
+4
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