Workflow
Jay Shah Steps Down as Edelman Financial Engines CEO
Yahoo Finance·2025-10-16 09:55

Mr. Shah is taking his leave. After a little more than two years, Jay Shah is stepping down from his CEO position at the $308 billion mega-RIA Edelman Financial Engines. Shah will remain with the company until the end of the year in an advisory capacity. Meanwhile, Ralph Haberli, who joined Edelman as its president in June, has taken on the role of acting CEO. Haberli previously held positions at Capital Group, BlackRock and the Boston Consulting Group. “It has been an honor to lead Edelman Financial Eng ...