91论坛

91论坛 Engines Appoints Megan Hanley as Chief Marketing Officer

Santa Clara, CA 鈥 January 4, 2024 鈥听听(EFE), America鈥檚 top independent wealth planning1听and workplace2听investment advisory firm, today announced that Megan Hanley has joined the firm as chief marketing officer, effective January 3. Hanley will report to EFE chief executive officer Jay Shah.

鈥淲e鈥檙e thrilled to welcome听Megan to EFE. She鈥檚 a versatile marketing leader with a track record of driving growth and reaching financial consumers in early-stage ventures as well as established companies,鈥 said Shah. 鈥淢egan is a perfect fit for our client-first culture, and she鈥檒l be instrumental in attracting more investors who are in need of sound, holistic financial planning and investment advice.鈥

With more than 25 years of experience in financial and professional services, Hanley will oversee EFE鈥檚 marketing functions to further propel the brand鈥檚 growth and development. She will be responsible for established and emerging strategies that meet people how, when and where they prefer at the right stage of their financial lives, broadening the firm鈥檚 reach within the planning and advice industry.

鈥淭hroughout my career, I have been drawn to customer-centric companies that look to harness the power of people and technology to address the financial needs of consumers, and EFE was one of the first to do so by helping millions of Americans save and invest for retirement,鈥 noted Hanley. 鈥淓FE has established the highest standards for the financial planning industry to follow and I鈥檓 excited to build upon the firm鈥檚 legacy as a pioneer in wealth management.鈥

Prior to joining EFE, Hanley was chief marketing officer at Forge Global, the first publicly-traded marketplace for researching, buying, and selling private company stocks. Prior to Forge, she held CMO positions at multiple privately-held companies, including Achieve Financial, Helix, and ShopRunner. She has also held marketing leadership roles at Microsoft and Esurance. Hanley earned a bachelor鈥檚 degree in business administration from University of Notre Dame, and a master鈥檚 in business administration from Duke University.

1.听The听叠补谤谤辞苍鈥檚听2023 Top 100 RIA Firms list, an eight-year ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Ranking awarded each September based on data within a 12-month period. Investor experience and returns are not considered.

2.听According to the Cerulli Associates Top-Nine Managed Account Sponsors by DC Assets survey of Defined Contribution managed account providers, The Cerulli Edge 鈥 U.S. Retirement Edition, 3Q 2023, Issue #68, 91论坛 Engines is the largest managed account provider by DC assets and market share as of June 30, 2023.

Media Contact

91论坛 Engines PR Team


About 91论坛 Engines

Since 1986, 91论坛 Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors 鈥 not just the wealthy 鈥 deserve access to personal, comprehensive financial planning and investment advice. Today, we are America鈥檚 top independent financial planning and investment advisory firm, recognized by Barron's1听with 145+ offices2听across the country and entrusted by 1.3 million clients to manage more than $245 billion in assets.3 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client鈥檚 situation and goals are unique, and the powerful fusion of high-tech and high touch allows 91论坛 Engines to deliver the personal plan and financial confidence that everyone deserves. For more information, please visit EdelmanFinancialEngines.com.

1.听The 叠补谤谤辞苍鈥檚 2023 Top 100 RIA Firms list, a ranking of independent advisory firms in its eighth year, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Ranking awarded each September based on data within a 12-month period. Investor experience and returns are not considered.

2.听91论坛 Engines data, as of Dec. 31, 2022.

3.听91论坛 Engines data, as of September 30, 2023.


Recent News