eMoney Advisor CEO Ed O’Brien is accepting a new position as chief technology officer at Fidelity Institutional and will step down as CEO by the end of March, according to a social media post confirmed by a spokesperson of Fidelity. O’Brien ran eMoney Advisor for nearly six years, taking over the financial planning software development company after Fidelity bought it in 2015. Susan McKenna, eMoney’s head of marketing and business development, will fill the role. as interim CEO and O’Brien will remain on eMoney’s board.
As chief technology officer at Fidelity Institutional, O’Brien will return to somewhat familiar territory. He led advisor technology at Fidelity for more than a decade before taking on the role of CEO at eMoney, where he guided the company through an ongoing transition from screenscraping to API-based account aggregation. , new predictive technologies and eMoney’s first mobile application, called Incentive. . Fidelity Institutional serves advisors, wealth management professionals and institutions.
O’Brien called his tenure “an incredible period of evolution and growth.”
“Working alongside such a talented and committed team at eMoney has been a real highlight,” he said. “We have innovated, strengthened and evolved our products, our business and our company. I couldn’t be more proud of the incredible progress we’ve made,” he wrote.
O’Brien will be in familiar company at Fidelity Institutional. Jess Liberi, a former product manager at eMoney Advisor, joined Fidelity Institutional last month, where she is the platform’s technology manager.
McKenna joined the company in 2017 as chief marketing officer, bringing three decades of experience in SaaS marketing, according to a press release detailing the new hire.