Transforming the Future of Financial Advice

Ed O’Brien sets the tone for eMoney Advisor’s success. Since Ed was named CEO in March 2016, eMoney has more than tripled in size. He has over 30 years of experience in finance with a focus on advisor technology.

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.

As Head of Technology, Nick oversees 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’s 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.

As Head of Business Development, Stephen leads eMoney’s revenue-generating activities. Since 2017, Stephen guides his team in managing advisor sales, enterprise sales, relationship management and strategic partnerships. Together, the business development teams work with financial advisors, advisory firms, financial institutions, as well as technology and asset management firms to help them better understand how eMoney’s products, services, and teams enable 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 and held senior roles at Columbia Management, Scudder Investments, and Bain & Company.

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.

As Head of Product, Jess brings eMoney Advisor’s product vision and strategy to life. In this role, she focuses on the evolution and development of eMoney’s robust portfolio of products, creating a powerful user experience across the platform. 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 suite of solutions.

Bringing 15 years of diversified experience in financial services, including product, relationship management, and 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.

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

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, demand generation, creative content, sales development, 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.

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

As Head of Finance, Megan has guided financial planning and analysis, strategy, pricing, accounting, billing, and facility management functions since 2015. 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.

As Head of Legal and Risk, Jason oversees and implements the legal and risk management strategy of the company. Some of his duties include structuring and negotiating eMoney’s transactions, coordinating roll-out of new initiatives, managing the protection of the company’s intellectual property, overseeing 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.

As Head of Financial Planning, Matthew focuses on helping clients fully utilize eMoney’s dynamic financial planning tools. Matthew 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. Matthew has also been heavily involved in the implementation of the platform with enterprise clients, truly giving him a well-rounded expertise of the technology.

Matthew 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.

Matthew 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® certifications.

As Head of Client Services, Frank leads more than 200 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 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.