Edelman hires Goldman exec as CFO

Edelman hires Goldman exec as CFO
Suzanne van Staveren will work on Edelman Financial Engines’ long-term growth strategy and financial objectives.
APR 27, 2022

Edelman Financial Engines has hired Suzanne van Staveren, formerly chief financial officer for Goldman Sachs’ personal financial management group, to be its executive vice president and chief financial officer.

Van Staveren will work on Edelman’s long-term growth strategy and financial objectives and oversee a team of more than 90 professionals at the firm working on finance, strategy and small retirement plans, the company said in a release.

At Goldman, van Staveren helped integrate Ayco, the firm’s workplace financial planning business, and United Capital. Previously, she was chief operating officer of the Americas institutional business within Goldman Sachs Asset Management. Earlier in her career, she worked at Fidelity Investments and AXA in a variety of finance and strategic functions.

Latest News

Advisor moves: Atlas tops $1B as Wells Fargo, UBS add bank veterans
Advisor moves: Atlas tops $1B as Wells Fargo, UBS add bank veterans

Wells Fargo adds two bank-channel recruits, UBS lands a JPMorgan Chase veteran, and a multi-family office lifts Atlas past $1B

Advisor mom’s son used her password to log into clients’ accounts, sell deal with conflicts, according to Washington state
Advisor mom’s son used her password to log into clients’ accounts, sell deal with conflicts, according to Washington state

“The state comes down on you in years when you make 40% returns for clients,” said Bill Swayne, the advisor and son of Candace Swayne.

Osaic in talks with Anthropic as AI reshapes advisor workforce
Osaic in talks with Anthropic as AI reshapes advisor workforce

The Independent broker-dealer giant has had “active conversations” with the Claude maker, which is days away from its expected IPO

The retirement milestone advisors aren't tracking
The retirement milestone advisors aren't tracking

For Gen X clients entering life after work, answering the financial question isn't enough to solve the entire retirement equation.

Wealthtech firms target stock pay, pensions and heirs for advisors
Wealthtech firms target stock pay, pensions and heirs for advisors

Tools from Grantd, Income Lab and Healthspan Wealth aim to keep RIAs involved in clients’ biggest money decisions

SPONSORED Best Practices for Engaging Women Around Alternatives

Growing wealth, evolving priorities, and untapped opportunities are reshaping how women approach long-term investing.

SPONSORED Built on insurance experience to deliver on long-term promises

Knighthead Life entered the market with a competitive MYGA. A strong launch earned advisor confidence and paved the way for FIAs.