Ralph Haberli serves as Chief Executive Officer and President of Edelman Financial Engines. He joined the company as President in July 2025 and became CEO in November 2025. Edelman Financial Engines Press Release, July 2025). Edelman Financial Engines is one of the largest independent financial planning and investment advisory firms in the United States, according to the company (Edelman Financial Engines, Company Overview).
Ralph Haberli holds an MBA from Northwestern University’s Kellogg School of Management and a Bachelor of Arts in History from Yale University.
Professional Background
Ralph Haberli started his career at Boston Consulting Group, where he advised financial institutions. He later joined BlackRock and held several senior leadership roles. According to Edelman Financial Engines’ official biography and press materials, these roles included:
- Head of U.S. Defined Contribution Distribution
- Chief Operating Officer of the Global Client Group
- Leading strategy for the firm’s iShares business, including work related to the Asia-Pacific region (Edelman Financial Engines Press Release, July 2025).
These roles positioned him within BlackRock’s retirement and client group leadership, according to the company announcement.
Capital Group Leadership
Before joining Edelman Financial Engines, Ralph Haberli was President of the Institutional & Retirement Client Group at Capital Group.
In that role, he led the firm’s institutional and retirement business segments, according to Edelman Financial Engines’ official biography.
Edelman Financial Engines
In July 2025, Edelman Financial Engines announced that Ralph Haberli would join the firm as President.
In October 2025, the company announced senior leadership changes, naming him Acting Chief Executive Officer after the previous CEO left. He was officially appointed Chief Executive Officer in November 2025 while continuing as President.
In his leadership role, he focuses on operational strength and strategic growth. Edelman Financial Engines serves both workplace retirement plans and personal advisory clients. Managing this scale means aligning technology, advisory teams, and client services.
Public company communications highlight his role in expanding advisor skills, growing the firm’s presence, and strengthening its service model. His leadership focuses on building strong systems instead of rapid, unstructured growth.
According to company communications, as President, he managed the firm’s Workplace, Employee Planning, and Wealth Planning businesses.
Based on publicly available company biographies and press releases, Ralph Haberli has held leadership roles at Boston Consulting Group, BlackRock, Capital Group, and most recently, Edelman Financial Engines. The firm confirmed his current role as Chief Executive Officer and President in November 2025.
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