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Technology > Marketing Technology

EMoney Advisor Names Fidelity Tech Exec O’Brien CEO

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EMoney Advisor has tapped Fidelity Institutional technology executive Edward O’Brien to be its new CEO.

O’Brien, who served most recently as senior vice president and head of platform technology for Fidelity Institutional, will start his new CEO role immediately and will report to Michael Durbin, who has been serving as interim CEO since September 2015. Durbin will return to his role as president of Fidelity Wealth Technologies.

O’Brien, who supported advisors in various roles at Fidelity over a 30-year career, was chosen from a pool of candidates including leaders from across the technology and financial services landscape, according to the statement announcing his appointment. He was selected for his strong credentials and experience leading significant financial technology initiatives that directly support the wealth management industry.

“The appointment of Ed as the CEO of eMoney is the right choice as the firm continues to reset the industry’s expectations for disruptive innovation,” said Durbin in a statement. “The depth of his fintech knowledge, strong industry relationships, and understanding of the unique challenges facing financial advisors and their clients are substantial. Most of all, I’m confident he will help us further establish eMoney as the strongest ally of advisors seeking to meet the growing high-tech and high-touch expectations of their end clients.”

Over the past 12 months, eMoney has been accelerating its growth and further developing its roadmap, and plans to announce more about these initiatives in the coming months.

In 2011, O’Brien was granted a patent for the technology design used to launch WealthCentral, a platform technology that supports registered investment advisors. He also launched AdvisorTech, a new business that successfully introduced a technology platform for financial advisors in Japan, South Korea and Germany. He has served as president and board member for the Providence Society of Financial Analysts.

O’Brien will lead eMoney’s executive leadership team.

“You don’t have to spend very long with the team at eMoney to grasp that this is a culture-driven, family-like environment,” O’Brien added in the statement. “Passion for helping advisors goes beyond mere talk here – it has been ingrained in eMoney’s DNA since the firm’s inception. I intend to honor that longstanding, noble tradition and am incredibly proud to have been selected to lead this dedicated group of people.”


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