Edelman Announces Senior Leadership Appointments

Edelman Financial Engines (EFE) announced today a series of senior leadership appointments across its corporate and wealth planning organizations.

Steve Gaven will join the EFE executive team as chief financial officer, effective June 1, bringing more than 25 years of leadership experience across wealth management and financial services. Throughout his career, he has helped lead organizations through periods of expansion and transformation, including senior leadership roles at both public and privately backed firms. Most recently, Gaven served as chief growth officer at SageView Advisory.

Ro Mehrotra joins the firm as senior vice president, Wealth Client, bringing more than two decades of experience leading planning organizations and serving clients directly. Mehrotra will oversee EFE’s wealth planning organization, helping to strengthen client experience while supporting the continued development of its planning teams.

EFE has also named Jason Karmelek senior vice president and head of Planner Growth, where he will focus on expanding the firm’s ability to attract, develop, and support planners and planning teams nationwide.

In addition, Amin Dabit will move into the newly created role of senior vice president, Wealth Strategy. After helping lead the firm’s wealth planning team through a period of growth and evolution, Dabit will now focus on strategic initiatives critical to EFE’s future — including planner support and growth infrastructure, planning capabilities, and the integration of technology and artificial intelligence (AI) technology.