Ed has been leading eMoney Advisor since joining as CEO in 2016. In that time, eMoney has grown to serve over 100k financial professionals in the US, as the marketing leading financial planning technology platform. Investment Advisor magazine named Ed as one of the “25 Most Influential” people in the advisory industry in 2016.
Prior to eMoney, Ed served as head of platform technology for Fidelity Institutional. There, he led the development and operation of the platform technology supporting registered investment advisor (RIA), broker-dealer, and family office clients of Fidelity’s Clearing and Custody businesses. Ed was granted patents for the innovative technology design used to launch WealthCentral®, Fidelity’s platform technology to support RIAs and family offices.
Earlier in his career, Ed helped launch AdvisorTech, a global fintech business that successfully introduced a wealth management platform for financial advisors in Japan, South Korea, and Germany. In addition, he has served as president and board member for the Providence Society of Financial Analysts.
Ed received a bachelor’s degree from Stonehill College in 1986 and an MBA from Bentley University in 1991.
Contributions by Edward O'Brien
Collecting Financial Data: Data Aggregation Workflow, Transparency & Consent
Speaker at IAPP Global Privacy Summit 2022