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Edelman Financial Services Names Rene Chaze Chief Development Officer, Appoints Jon Isaacson as Chief Financial Officer
FAIRFAX, Va., Dec. 4, 2017 /PRNewswire/ -- Edelman Financial Services, one of the nation's largest independent financial planning and investment management firms,1 announced today that it has named Rene Chaze to a newly created role of chief development officer, charged with driving an expansion strategy via acquisitions for the 30-year-old company, and named Jon Isaacson as its new chief financial officer, overseeing accounting and finance operations for the company. Edelman Financial Services offers personalized financial planning and investment management services to more than 34,000 individuals and families, and manages more than $20.6 billion in assets.2
"Rene will leverage his deep understanding of all aspects of our firm, along with his strong relationships across the financial services industry, to further expand the avenues by which Edelman Financial Services can serve the needs of clients through our unique combination of education, advice, investments and service," said Ryan Parker, chief executive officer of Edelman Financial Services.
Chaze has led several vital transactions for the firm and has been twice recognized as CFO of the Year, by Washington Business Journal and by Virginia Business magazine. Before joining Edelman in 2011, Chaze was a partner at Ernst & Young.
Following Chaze's appointment to chief development officer, the firm appointed Jon Isaacson to assume the role of chief financial officer, leading accounting, finance, budgeting, forecasting, treasury, tax and financial analysis areas.
"We are excited for Jon to join the team," said Parker. "His extensive experience in helping companies achieve sustainable growth at every stage further strengthens our finance team and adds another strategic thought-leader with valuable new perspectives to the firm's leadership team."
Most recently, Isaacson served as the managing director of buyouts for American Capital, Ltd., a publicly traded private equity and global asset-management firm that merged with Ares Capital Corporation earlier this year. Prior to American Capital, Ltd., he was with private equity firms Thayer Capital Partners and GTCR Golder Rauner, LLC. He began his career with stints as a financial analyst for Morgan Stanley & Co. and a management consultant for McKinsey & Co.
Isaacson received his Master of Business Administration from Stanford University Graduate School of Business and a Bachelor of Arts in political science from The Johns Hopkins University.
About Edelman Financial Services
Founded by Ric and Jean Edelman in 1987, Edelman Financial Services is one of the nation's largest independent financial planning firms3 with 163 financial planners and 43 offices coast-to-coast, provides financial planning and investment management services to more than 34,000 individuals and families, and manages more than $20.6 billion in assets.4 The firm also provides 401(k) plans and institutional investment management for businesses. Edelman Financial Services has won more than 100 financial, business, community and philanthropic awards,5 and offers an investment philosophy that puts clients first and delivers value through in-depth financial education, personalized financial plans and unfettered access to planners.6
1 WealthManagement.com's "Top 100 RIAs of 2015" ranking was assembled using data from Meridian-IQ. Advisory firms are ranked by total assets under management. To land on the list, firms had to have a focus on financial and retirement planning for individual and high-net-worth clients. And institutional clients do not make up a substantial portion of their businesses. Finally, none of these firms are owned by a bank, broker/dealer or investment company. Investor experience/returns were not considered as part of this ranking. Edelman Financial Services ranked 3rd.
2 As of Sept. 30, 2017.
3 WealthManagement.com's "Top 100 RIAs of 2015" ranking was assembled using data from Meridian-IQ. Advisory firms are ranked by total assets under management. To land on the list, firms had to have a focus on financial and retirement planning for individual and high-net-worth clients. And institutional clients do not make up a substantial portion of their businesses. Finally, none of these firms are owned by a bank, broker/dealer or investment company. Investor experience/returns were not considered as part of this ranking. Edelman Financial Services ranked 3rd.
4 As of Sept. 30, 2017.
5 Throughout the firm's 30-year history, EFS and Ric Edelman have been presented with numerous business, advisory, communication and community service awards. More information on these awards can be found at EdelmanFinancial.com/awards.
6 Investing strategies, such as asset allocation, diversification, or rebalancing do not assure or guarantee better performance and cannot eliminate the risk of investment losses. There are no guarantees that a portfolio employing these or any other strategy will outperform a portfolio that does not engage in such strategies. Funds and ETFs are subject to risk, including loss of principal. All investments have inherent risks. There can be no assurance that the investment strategy proposed will obtain its goal. Past performance does not guarantee future results.
SOURCE Edelman Financial Services
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