Keeping You at the Forefront of the Financial Service Industry

For nearly two decades, we've worked side-by-side with financial professionals to deliver wealth management solutions that meet the evolving needs of your organization, advisors and clients and help you deliver exceptional service.

The eMoney Mission and Vision

MISSION

To transform the way financial professionals deliver advice at scale and build collaborative relationships with their clients.

VISION

Be the change.
Drive innovation in FinTech by creating and delivering technology solutions that help advisors and firms of all sizes achieve greater efficiency, scale, competitive edge, and growth in their businesses.

Meet Our Leadership Team

Edward O’Brien
CEO
Frank Tropiano
Head of Client Services
Jason Reiser
Head of Legal and Risk
Jess Liberi
Head of Product
Matt Schulte
Head of Financial Planning
Megan Murray
Head of Finance
Nicholas J. Dilisi, Jr.
Head of Technology
Stephen R. Langlois
Head of Business Development
Susan McKenna
Head of Marketing
Tessa Raum
Head of People Experience
Edward O’Brien
CEO
Frank Tropiano
Head of Client Services
Jason Reiser
Head of Legal and Risk
Jess Liberi
Head of Product
Matt Schulte
Head of Financial Planning
Megan Murray
Head of Finance
Nicholas J. Dilisi, Jr.
Head of Technology
Stephen R. Langlois
Head of Business Development
Susan McKenna
Head of Marketing
Tessa Raum
Head of People Experience
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Edward O’Brien
CEO

Ed O’Brien sets the tone for eMoney Advisor’s success. With over 30 years in finance focusing on advisor technology, eMoney has more than doubled in size since under his leadership, which began in March 2016 when he was named CEO.

Ed previously served as Senior Vice President and Head of Platform Technology for Fidelity Institutional where he managed the development and operations of platform technologies supporting RIA broker-dealers and family office clients of Fidelity’s clearing and custody businesses. Ed led his team to be granted two patents for the innovative technology design used to launch WealthCentral®, Fidelity’s platform technology.

Ed’s previous experience includes an array of areas. Outside of his Fidelity career, Ed launched AdvisorTech, a business that successfully introduced a technology platform for financial advisors in Japan, South Korea, and Germany. In addition, he has served as president and board member for the Providence Society of Financial Analysts.

Ed received a bachelor’s degree from Stonehill College in 1986 and an MBA from Bentley College in 1991.

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Frank Tropiano
Head of Client Services

Currently serving as Head of Client Services, Frank leads more than 150 employees dedicated to customer service, implementation, training, coaching, and client support. His previous experience as Head of Product for eMoney combined with eMoney’s award-winning customer service ensures that Frank and team can help eMoney’s 50,000 users maximize their experience and understanding of the eMoney platform to drive business growth. He also serves on eMoney’s core leadership team.

Frank joined the company in 2002 and has spent his 30-year career focused on the development of financial applications, including online brokerage trading and e-commerce systems. He previously served as Regional Operating Officer and Director of eSolutions for Breakaway Solutions, Inc., an internet consulting company and application service provider. Prior to joining Breakaway, Frank held various leadership roles at Reality Online, a Reuters’ company, including Vice President of Reuters Web Development, Vice President of Development, Director of Content Services, Director of Data Center Operations, and Director of Macintosh Products.

Frank earned his bachelor’s degree in computer science from Drexel University in 1988.

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Jason Reiser
Head of Legal and Risk

As Head of Legal and Risk at eMoney Advisor, Jason oversees and implements the legal and risk management strategy of the company. Some of his duties include structuring and negotiating of eMoney’s transactions, coordinating the protection of the company’s intellectual property, managing litigation matters, ensuring eMoney’s commitments to its data privacy obligations and providing practical legal advice across all business functions. Jason also chairs the company’s risk committee and serves as eMoney’s privacy officer.

Prior to joining eMoney in 2013, he was an attorney at Pepper Hamilton LLP, specializing in intellectual property commercialization, venture capital financing, and technology development.

Jason earned a bachelor’s degree in economics from Bucknell University and received his Juris Doctor from Rutgers University School of Law. He is also designated as a Certified Information Privacy Professional (CIPP/US) and a Certified Information Privacy Manager (CIPM) by the International Association of Privacy Professionals.

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Jess Liberi
Head of Product

As Head of Product, Jess Liberi brings to life eMoney Advisor’s product vision, and strategy. In this role, she focuses on the evolution and development of eMoney’s robust portfolio of products. Working closely with financial advisors and advisory firms, Jess immerses herself in their world to fully understand them and their clients’ needs. Jess has routed eMoney to focus on the growth and evolution of the financial services industry, its advisors, and the clients they serve to deliver a comprehensive and competitive solution.

Bringing 15 years of diversified experience in financial services, including product and relationship management and development sales, Jess joined eMoney in 2014. Spearheading the product organization and development sector of eMoney’s interactive planning tools and reporting suite, she has succeeded and set the precedent.

She graduated from the University of Virginia with a Bachelor of Science in economics and finance.

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Matt Schulte
Head of Financial Planning

As eMoney’s Head of Financial Planning, Matt focuses on helping clients fully utilize eMoney’s dynamic financial planning tools. Matt and his team of certified financial planners and analysts help clients implement practice management strategies on an in-depth level to collaborate and achieve business results. As one of the founding employees of eMoney Advisor, he has worn a number of hats, juggling various responsibilities and making significant contributions toward the feature-set definition of the platform. Matt has also been heavily involved in the implementation of the platform with enterprise clients, truly giving him a well-rounded expertise of the technology.

Matt has more than 20 years of experience in the financial services industry. Prior to joining eMoney, he was an Advanced Marketing Consultant with Prudential Securities, responsible for marketing efforts in the Northeast.

Matt earned his bachelor’s degree in business from the University of Minnesota and holds a Master of Business Administration with a concentration in financial services from St. Thomas University. He holds the CLU, ChFC and CFP® professional designations.

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Megan Murray
Head of Finance

Megan currently serves as eMoney Advisor’s Head of Finance. Since 2015, she has guided financial planning and analysis, strategy, pricing, accounting, billing and facility management functions. Megan and her team ensure that eMoney can both maintain its fast innovation and thrive financially through its growth.

Prior to joining eMoney, Megan spent 14 years at Fidelity. She thrived in multiple financial roles across the organization with responsibilities that included rebuilding the financial architecture platform for both the workplace and retail organizations and enabling each to view multidimensional economic analytics.

Megan earned a bachelor’s degree in accounting from Villanova University and an MBA from Boston College. A Philadelphia-area native, Megan and her husband are showing the ropes to their four children, Philly cheesesteaks and all.

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Nicholas J. Dilisi, Jr.
Head of Technology

Nick currently serves as Head of Technology at eMoney Advisor, overseeing software development and IT operations for the company. As one of the pioneering employees who co-founded eMoney in 2000, he also served as Chief Information Officer. You can say Nick contributions to eMoney’s core products give them the “X” factor not found in other financial platforms.

Prior to his career at eMoney, Nick was Vice President of Development at VerticalNet, Inc. where he was responsible for building the firm’s technology group, as well as the migration and implementation of the technology used to power nearly five dozen B2B communities. He also served as the Vice President of Presentation Systems at Reality Online, a Reuters company. In that role, he oversaw the technical development of internet and client/server applications and was responsible for Reality’s core technology and the suite of applications under the award-winning Reuters Money Network product line.

Nick earned a bachelor’s degree in computer science from Drexel University in 1988.

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Stephen R. Langlois
Head of Business Development

As Head of Business Development, Stephen directs his efforts to overseeing eMoney’s revenue-generating departments. Since 2017, Stephen has guided his team in managing advisor and firm sales, enterprise sales, relationship management and strategic partnerships. Together, they work with financial advisors and firms to help them better understand how eMoney can help drive business growth.

Stephen previously served as SVP of Strategic Business Development at Fidelity Wealth Technologies and worked with the eMoney team for nearly two years to build new relationships and support business development with large enterprises. Prior to his work at Fidelity, Stephen was EVP of Strategic Development for LPL Financial, playing a critical role in LPL’s adoption of eMoney.

Stephen received a Bachelor of Arts with a distinction in economics from Colby College and an MBA from Dartmouth College – Amos Tuck School of Business Administration, where he was an Amos Tuck Scholar.

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Susan McKenna
Head of Marketing

As Head of Marketing, Susan provides the marketing strategy and vision that align with eMoney’s business objectives and helps identify opportunities for future growth. She leads a powerhouse team that supports the firm’s client acquisition and engagement strategies along with developing and executing robust campaigns centered on client communications, product marketing, events, creative content, thought leadership, public relations, brand, and internal communications.

Susan joined eMoney with an extensive background in leadership and aiding companies to grow and scale. She has more than 30 years of experience in marketing, specifically in software and services for both major global market leaders and smaller rapid growth businesses. Prior to joining eMoney, she held senior marketing positions at Billtrust, Revitas (sold to Model N), Princeton Softech (sold to IBM) and Deloitte Consulting.

She graduated from Drexel University with a Bachelor of Science in marketing.

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Tessa Raum
Head of People Experience

As Head of People Experience at eMoney Advisor, Tessa is responsible for leading the firm’s employee success strategy, talent management practices and all human resource functions. She and her team work to maintain and enhance eMoney’s collaborative culture, as well as define and execute the company’s talent development strategy. In addition to these responsibilities, Tessa chairs the employee engagement committee where she and her team cultivate ideas to create the ultimate company culture.

Tessa joined eMoney in 2016 with more than 15 years of experience in human resources, including change management, total rewards, organizational development, and the implementation of core technologies for employees.

Tessa earned a bachelor’s degree in psychology and a Master of Arts with a focus in industrial/organizational psychology from West Chester University. She also holds the PHR® and SHRM-CP certifications.

Product Overview

Get the lowdown on our suite of products and premium services.

Careers

We’re a friendly group of techies. Check out our culture and apply to a position.

Events

Find out where we're going this year!

Our Office Locations

Philadelphia

Our state-of-the-art headquarters connects eMoney’s 18-year history with every-day innovation. Located just 20 minutes outside Philadelphia city limits in the suburb of Radnor, you’ll feel a special energy as soon as you walk in the door.

Four Radnor Corporate Center
100 Matsonford Rd., Suite 300
Radnor, PA 19087
San Diego

Sun, surf, and eMoney support – that’s what you’ll find in our San Diego office situated in the renowned neighborhood of La Jolla. Once you see the beautiful workspace on the iconic Aventine campus, you may not want to leave.

8910 University Center Lane
Suite 500
San Diego, CA 92122
Providence

Our latest digs in the Ocean State’s capital city are in the midst of all the downtown action. Home to many of our software engineers and developers, we’re thrilled to be a part of the local tech scene and connected to the unique culture of booming Providence.

100 Westminster Street
Providence, RI 02903
Philadelphia

Our state-of-the-art headquarters connects eMoney’s 18-year history with every-day innovation. Located just 20 minutes outside Philadelphia city limits in the suburb of Radnor, you’ll feel a special energy as soon as you walk in the door.

Four Radnor Corporate Center
100 Matsonford Rd., Suite 300
Radnor, PA 19087
San Diego

Sun, surf, and eMoney support – that’s what you’ll find in our San Diego office situated in the renowned neighborhood of La Jolla. Once you see the beautiful workspace on the iconic Aventine campus, you may not want to leave.

8910 University Center Lane
Suite 500
San Diego, CA 92122
Providence

Our latest digs in the Ocean State’s capital city are in the midst of all the downtown action. Home to many of our software engineers and developers, we’re thrilled to be a part of the local tech scene and connected to the unique culture of booming Providence.

100 Westminster Street
Providence, RI 02903

Giving Back Moves Us Forward

Whether serving our advisors or serving the needs of our communities, we’re committed to improving lives and promoting real change. And that passion is contagious. Together, our teams across the country make a positive impact by supporting local and national charitable, non-profit organizations.