Jeff Suarez — Chief Technology Officer at Edelman Financial Engines

About Jeff Suarez

Jeff Suarez is Chief Technology Officer at Edelman Financial Engines. Location: Greater Boston, United States.

As a seasoned technology executive with over two decades of progressive leadership experience, I specialize in transforming complex business challenges into innovative, scalable technology solutions. I've consistently delivered high-impact results, architecting and deploying systems that have generated over $100M in revenue and processed hundreds of millions of records daily. My leadership philosophy centers on cultivating high-performing, agile engineering organizations. I excel at recruiting, mentoring, and empowering top-tier talent, fostering a culture of engineering excellence. I am recognized as a thought leader in AI adoption and innovation, driving strategic conversations and practical applications across the business. With nearly a decade of hands-on experience in AWS cloud environments, I possess deep expertise in designing, building, and operating resilient, high-volume distributed systems. My focus extends beyond technical architecture to encompassing full business operations and infrastructure management. Currently, as Senior Vice President, Head of Technology at Edelman Financial Engines , I lead a diverse organization of 230+ technology professionals across software engineering, architecture, infrastructure, and IT, driving the strategic vision and execution of our technology roadmap to empower customers' financial journeys. I am passionate about leveraging technology, particularly AI, to drive business growth and operational efficiency, and am always eager to connect with fellow leaders to discuss innovation, strategy, and the future of software engineering. Let's connect.

Skills

Technology Leadership
Artificial Intelligence (AI)
Cloud Computing

Additional experience

Senior Vice President, Head of Technology
Edelman Financial Engines
Started July 2022

Education

B.S., The Johns Hopkins University

Current role

Title: Chief Technology Officer
Company: Edelman Financial Engines
Location: Greater Boston, United States
Started: February 2026

About Edelman Financial Engines

For more than 35 years, Edelman Financial Engines has been helping people move their financial lives forward.Our founders set the tone for our mission – giving individual investors access to sophisticated investment modeling tools that were previously available only to institutional investors, and providing financial planning and wealth management advice with the belief that everyone should have a trusted financial advocate who is always acting in their best interests. Today, we’re one of America’s top independent wealth planning and workplace investment advisory firms, serving more than 1.3 million clients (as of Dec. 2024).Our unique combination of high-tech and high-touch services helps people wherever they are on their personal financial journey. Through our Wealth Management services, we deliver straightforward wealth planning and investment advice to help individuals and families connect the dots between key parts of their financial life so they can build, grow, protect and preserve their wealth. Through our Employer Services, we work with many of the nation’s leading employers, offering an integrated suite of personalized financial solutions to support employees across their major life events and milestones – from their first paycheck all the way through retirement.In serving clients from coast to coast, we know that when individuals have better confidence and command over their own financial journey, this can have a positive lasting impact on families, communities, and generations over time. This mission-driven purpose is deeply embedded in our values, our culture, and across all of our teams.

Industry: Financial Services
Company size: 1001-5000
Website: edelmanfinancialengines.com