FAIRFAX, Va., May 10, 2016 /PRNewswire-USNewswire/ -- Edelman Financial Services, one of the nation's largest independent financial planning and investment management firms,1 has named James Mendelsohn as its new Chief Marketing Officer. With 20-plus years of experience, Mendelsohn will oversee the company's marketing initiatives as it continues to expand and grow its client base and its presence in each market it serves. The firm currently offers financial planning and investment management services to more than 30,000 individuals and families managing nearly $16 billion in assets.2
"We are thrilled that James is joining our team," said Ric Edelman, Chairman and Chief Executive Officer of Edelman Financial Services. "We have added 15 financial advisors to our firm so far this year, and we're looking to add 35 more. What makes us unique is our focus on providing our advisors all the clients they want, and James will be key in that regard."
Edelman added that consumers like the firm's emphasis on financial education and advice. "We want to reach as many people as we can, to help them build and maintain a secure financial future for themselves and their loved ones," he said.
As a 20-year executive with deep experience in financial and consumer marketing, Mendelsohn has established himself as a sought-after leader in the space. Most recently, he served as CMO of CAN Capital, where he led the company's rebranding, launched its digital acquisition channel and developed new products and segments to fuel its expansion. During his 12 years as Vice President of Corporate Strategy at Capital One, he led efforts in marketing, digital and customer experience strategy across the credit card, banking and financial services lines of business. There, he also helped launch many signature marketing initiatives, including the award-winning "What's In Your Wallet" campaign and the Capital One Bowl. Mendelson also was a leader in McKinsey's marketing and sales practice, where he advised global clients in the financial services sector on marketing analytics and intelligence, digital strategy and customer experience.
At the start of his career, Mendelsohn worked in packaged goods and retail marketing. He received his MBA in marketing from the University of Maryland and graduated with a Bachelor of Science from The Wharton School at The University of Pennsylvania, where he was an NSF Fellow.
About Edelman Financial Services
Edelman Financial Services provides financial planning and investment management services to more than 30,000 individuals and families and nearly $16 billion in assets. The firm also provides 401(k) plans and institutional investment management for businesses. EFS has won more than 100 financial, business, community and philanthropic awards.3 For investment advice and other financial planning services, or to speak with an advisor, call 888-PLAN-RIC (888-752-6742) or visit www.RicEdelman.com.
Ric Edelman, Chairman and CEO of Edelman Financial Services, LLC, a Registered Investment Advisor, is an Investment Advisor Representative who offers advisory services through EFS and is a Registered Representative and Registered Principal of, and offers securities through, EF Legacy Securities, LLC, an affiliated broker/dealer, member FINRA/SIPC.
1WealthManagement.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.
2As of 3/31/16
3Throughout the firm's 30 year history, EFS and Ric Edelman have been presented with more than 100 business, advisory, communication and community service awards. A complete list of awards won can be requested by contacting the firm at (888)-PLAN-RIC.
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SOURCE Edelman Financial