Larry Raffone
Larry Raffone is Chairman of the Board at Edelman Financial Engines, one of the top independent wealth planning and workplace investment advisory firms. Raffone has over 30 years of experience in the financial services and financial technology industry. During his tenure at EFE, he was instrumental in driving the company's growth from a small Silicon Valley start up to the largest registered investment advisor in America. He was also responsible for building key relationships with the largest employers and recordkeepers in America that ultimately fueled the company’s rapid growth. Prior to joining EFE, Raffone was Executive Vice President of Fidelity Investments Institutional Brokerage Group (IBG), a division of Fidelity Investments where he managed the correspondent services business and the RIA channel.
Larry Raffone Professional Experience / Academic History
Professional Experience
-
Chairman of the Board
-
President and Chief Executive Officer
-
Executive Vice President
Academic History
-
Master of Business Administration (MBA)
-
BA in Marketing
CURRENT AFFILIATIONS
Chairman of the Board, Edelman Financial Engines
Executive and Board Advisor, Vise
Raffone spent over two decades with Edelman Financial Engines.
He served as President since 2012 and Chief Executive and Board Member since 2015.
He led legacy Financial Engines through some of the most transformational moments in the company’s history.
He led Financial Engines through the build-out of the Financial Engines retail capability, and the merger with Edelman Financial Services in 2018, which resulted in what is now Edelman Financial Engines.
MEDIA & APPEARANCES