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Edelman Financial Services Names Chief Marketing Officer

Eliane Chavagnon Editor - Family Wealth Report May 11, 2016

Edelman Financial Services Names Chief Marketing Officer

The US financial planning and investment management firm has hired a CMO while also saying it plans to add over two dozen advisors during the year.

Edelman Financial Services, the US financial planning and investment management firm, has named James Mendelsohn as its new chief marketing officer. It is unclear who previously held the role.

“We have added 15 financial advisors to our firm so far this year, and we're looking to add 35 more,” said Ric Edelman, chairman and chief executive.

Mendelsohn was previously CMO at CAN Capital, where he led the company's rebranding, launched its digital acquisition channel and developed new products and segments.

He also spent 12 years as vice president of corporate strategy at Capital One, and advised financial services clients at McKinsey as part of the marketing and sales practice.

Edelman provides financial planning and investment management services to some 30,000 individuals and families, managing nearly $16 billion in assets.

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