Ralph Haberli has been named the new president of Edelman Financial Engines (EFE). He will start his role on July 2 and report directly to EFE CEO Jay Shah. Haberli has a strong background in building partnerships across the wealth management industry.
He also has a “unique understanding” of how registered investment advisors (RIAs) operate and grow their businesses. “Ralph is a rare talent with deep knowledge and insight in 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 position, Haberli will lead EFE’s workplace, employee planning, and wealth planning businesses. He will also work on enhancing the firm’s advisor capabilities. Haberli has a lot of experience in strategizing workplace retirement plans.
This includes working with recordkeepers, plan sponsors, advisors, and consultants. Most recently, Haberli was president of the Institutional & Retirement Client Group at Capital Group.
Ralph Haberli joins Edelman team
There, he helped expand the firm’s clientele. Before that, he was head of U.S. Defined Contribution Distribution and COO of the Global Client Group at BlackRock. He also led strategy for Asia-Pacific iShares.
Haberli started his career at Boston Consulting Group. Haberli has a master’s degree in business administration from Northwestern University’s Kellogg School of Management. He also has a bachelor’s degree in history from Yale University.
EFE is an investment advisory firm with over 1.3 million clients. It manages more than $287 billion in client assets. The firm works with over 600 large employers and serves 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.”