Jay Shah Steps Down as Edelman Financial Engines CEO

thedailyupside.com/advisor/industry-news/jay-shah-steps-down-as-edelman-financial-engines-ceo

Mr. Shah is taking his leave.
After a little more than two years, Jay Shah is stepping down from his CEO position at the $308 billion mega-RIA Edelman Financial Engines. Shah will remain with the company until the end of the year in an advisory capacity. Meanwhile, Ralph Haberli, who…

This story appeared on thedailyupside.com, 2025-10-16 09:55:00.
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