eMoney’s Susan McKenna moves from interim CEO to permanent

Susan McKenna will strengthen her oversight of eMoney Advisor as CEO and shed the “interim” tag that has been part of her title since she took over the role earlier this year.

Susan McKenna, CEO of eMoney

The financial planning software developer, part of Fidelity Investments, announced that McKenna’s upgrade from interim CEO to permanent was effective this week. McKenna, who first joined the eMoney team in 2018, succeeds Ed O’Brien, who served as CEO of eMoney for six years. In March, the company announced that O’Brien was stepping down and move to Fidelity as Chief Technology Officer for Fidelity Institutional. He remains a member of eMoney’s board of directors.

“Her passion for our business, her many years of experience in the SaaS (Software as a Service) industry, her vision and strong leadership qualities make her a perfect steward for eMoney as it continues to grow. and evolve,” Michael Wilens, president of business services at Fidelity Investments, said in a statement. “I am delighted to see eMoney thriving under Susan’s leadership.”

McKenna joined eMoney as Head of Marketing and led the company’s customer acquisition, engagement and retention efforts. In early 2020, his role was expanded to lead eMoney’s combined marketing and business development teams.

During McKenna’s tenure, eMoney grew to serve 100,000 financial professionals and over 5 million households.

“I am honored to lead eMoney in this next chapter,” McKenna said in a statement. “We have experienced explosive growth over the past few years and we continue to deliver on our vision of financial peace of mind for all. I’m excited to see what we’ll accomplish next in our journey and evolution.”

Scroll down to catch up on other recent fintech news you may have missed in our Wealthtech Weekly roundup. And see the previous edition here.

Margie D. Carlisle