eMoney Advisor Appoints Fred Pattin as Head of Finance

Experienced financial leader to oversee key functions critical to company’s growth and join core leadership team 

Radnor, PA – Sept. 9, 2025 – eMoney Advisor (eMoney), a leading provider of technology solutions and services that help people talk about money, today announced the appointment of Fred Pattin to head of finance. Joining the firm’s core leadership team, Pattin will report directly to CEO Susan McKenna. As head of finance, Pattin will lead eMoney’s financial planning and analysis, strategy, accounting, billing, facilities management, legal, and enterprise project management functions while maintaining operational excellence and financial discipline to increase growth and scalability. 

Prior to joining eMoney, Pattin held senior finance leadership roles at global organizations including Trimble, Hasbro, Time Warner Telecom, and First Data. He also served as chief financial officer (CFO) for several private equity–owned companies, where he focused on scaling technology and SaaS businesses for sustainable growth. Earlier in his career, Pattin worked at a Big Four accounting firm. 

“We’re thrilled to welcome Fred to the eMoney team. His financial leadership and proven expertise in helping technology and SaaS companies grow and scale will be invaluable in allowing us to continue to build on our strong financial foundation,” said McKenna. “I look forward to the important contributions he will make as eMoney continues to grow, gain market share and serve more advisors.” 

Pattin received a Bachelor of Science in Accounting from Bob Jones University and is a certified public accountant. 

For the full list of eMoney’s leadership team, please visit emoneyadvisor.com/about/leadership/.   

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About eMoney Advisor, LLC  
eMoney Advisor, LLC (“eMoney”) provides technology solutions and services that help people talk about money. Rooted in holistic financial planning, eMoney solutions strengthen client relationships, streamline business operations, enhance business development, and drive overall growth. More than 109,000 financial professionals across firms of all sizes use the eMoney platform to serve more than 6 million households throughout the U.S. For more information, please visit: emoneyadvisor.com.   

Media Contacts:  
Joanna Armandi  
eMoney Advisor  
(215) 990-1469  
jarmandi@emoneyadvisor.com   

Nicholas Koulermos  
5W Public Relations  
(646) 843-1812  
nkoulermos@5wpr.com