Edelman Financial Engines has appointed recent Capital Group executive Ralph Haberli as president, effective July 2. He will report directly to CEO Jay Shah.
Haberli worked at Capital Group for nearly nine years, serving as president in its institutional retirement client group for the past five until this month, according to his LinkedIn profile. He spent the previous nine years in various positions at BlackRock.
Haberli will lead Edelman's workplace, employee planning and wealth planning businesses, focusing on expanding advisor capabilities, strengthening the firm's footprint and enhancing its workplace offering.
“For nearly forty years, Edelman Financial Engines has guided millions of people with the financial advice they need to thrive,” Shah said in a statement. “Ralph is a rare talent with deep knowledge and insight of both workplace and wealth planning. As we enter our next phase of growth, his leadership will be key to delivering even greater value to our clients, partners and planners. We’re thrilled to welcome him aboard.”
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