Edelman Financial Engines (EFE) today appointed Ralph Haberli as president of the firm.
Haberli, who will begin his role on July 2, will report to EFE CEO Jay Shah.
EFE says Haberli boasts a robust track record in building partnerships across the wealth management industry and has a “unique understanding” in how registered investment advisors (RIAs) operate and expand their business.
“Ralph is a rare talent with deep knowledge and insight of both workplace and wealth planning,” said Shah. “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.”
In his new role, Haberli will lead EFE’s workplace, employee planning, and wealth planning businesses while boosting its advisor capabilities.
Haberli has extensive experience in strategizing with workplace retirement plans, including working with recordkeepers, plan sponsors, advisors, and consultants. He recently served as president of the Institutional & Retirement Client Group at Capital Group, where he broadened the firm’s clientele. Prior to his work at Capital Group, Haberli was the head of U.S. Defined Contribution Distribution and COO of the Global Client Group at BlackRock. He also previously led strategy for Asia-Pacific iShares and started his career at Boston Consulting Group.
Haberli holds a master’s degree in business administration from Northwestern University’s Kellogg School of Management and a bachelor’s degree in history from Yale University.
EFE, an investment advisory firm, has over 1.3 million clients and manages over $287 billion in client assets. The firm works with over 600 large employers and 10 million employees.
“Edelman Financial Engines set the bar for integrity, innovation, and impact as pioneers in financial planning,” said Haberli. “I’m excited to join this exceptional team and help shape the financial outcomes of millions of Americans.”
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