Edelman Financial Engines (EFE), America’s top independent wealth planning and workplace investment advisory firm, yesterday 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.
“We’re thrilled to welcome Megan to Edelman Financial Engines. She’s a versatile marketing leader with a track record of driving growth and reaching financial consumers in early-stage ventures as well as established companies,” said Shah. “Megan is a perfect fit for our client-first culture, and she’ll be instrumental in attracting more investors who are in need of sound, holistic financial planning and investment advice.”
With more than 25 years of experience in financial and professional services, Hanley will oversee EFE’s marketing functions to further propel the brand’s 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’s reach within the planning and advice industry.
“Throughout 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,” noted Hanley. “EFE has established the highest standards for the financial planning industry to follow and I’m excited to build upon the firm’s legacy as a pioneer in wealth management.”
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’s degree in business administration from University of Notre Dame, and a master’s in business administration from Duke University.
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