Edelman Financial Engines announced a series of senior leadership appointments across its corporate and wealth planning organizations as the company continues investing in growth, planner development, and technology infrastructure.
The company said the appointments are designed to strengthen its position as a destination for financial planners while expanding its ability to deliver personalized fiduciary financial advice at scale. The leadership additions also support the firm’s workplace-to-wealth ecosystem strategy as demand for financial planning services continues to increase.
As part of the changes, Steve Gaven will join the executive team as Chief Financial Officer effective June 1. Gaven brings more than 25 years of experience in wealth management and financial services leadership. Most recently, he served as Chief Growth Officer at SageView Advisory, where he worked on the intersection of workplace financial solutions and wealth management.
According to the company, Gaven will help guide the next phase of growth by strengthening the financial foundation supporting innovation across Edelman Financial Engines’ workplace-to-wealth platform.
The company also introduced a new wealth planning leadership structure.
Ro Mehrotra joined the company as Senior Vice President, Wealth Client. Mehrotra brings more than two decades of experience leading planning organizations and serving clients directly. In the role, Mehrotra will oversee the company’s wealth planning organization and focus on enhancing the client experience while supporting planner development.
Jason Karmelek was named Senior Vice President and Head of Planner Growth. In this role, Karmelek will focus on recruiting, developing, and supporting planners and planning teams nationwide. The company said the role reflects its emphasis on differentiated career pathways and practice-building opportunities for planners.
In addition, Amin Dabit transitioned into the newly created role of Senior Vice President, Wealth Strategy. Dabit will focus on strategic initiatives including planner support infrastructure, planning capabilities, and integrating technology and AI into the firm’s advisory operations while maintaining human-centered client relationships.
The company said the appointments reflect its belief that the future of financial planning will be driven by firms investing heavily in planners, innovation, and long-term alignment with clients.
Edelman Financial Engines currently serves more than one million clients and manages over $300 billion in assets as of March 31, 2026.
KEY QUOTES:
“From the beginning, Edelman Financial Engines forged a unique path in this industry: driven by entrepreneurialism, powered by innovation, and grounded in the tenets of fiduciary advice. These appointments reflect our investment in the people, leadership, and innovation that will continue to shape the future of advice, delivered by financial planners empowered to build both enduring client relationships and meaningful careers.”
Ralph Haberli, CEO And President, Edelman Financial Engines
“Our story began at an unconventional intersection of Silicon Valley innovation, Nobel Prize-winning investment rigor, and a mission-driven commitment to everyday investors. Building on our legacy and unique structure, the opportunity ahead for Edelman Financial Engines is significant – because we have demonstrated the ability to deliver deeply personal financial planning at scale, without losing the human relationships at the center of the experience.”
Ralph Haberli, CEO And President, Edelman Financial Engines
