Jeff Suarez
Chief Technology Officer, Edelman Financial Engines
Jeff Suarez is the Chief Technology Officer of Edelman Financial Engines, one of the largest independent registered investment advisors in the United States. Jeff is responsible for overseeing all aspects of software engineering and technology operations. In this role, he leads teams which architect, develop, deploy and manage the enterprise systems that power the EFE business. Before joining EFE in 2021, he was Chief Technology Officer of a startup within the Fidelity Labs incubator, where he led the development of a pioneering hybrid advice solution for the retirement industry. He earlier co-founded Financial Diligence Networks, a platform that securely connected alternative investment funds with investors and streamlined the due diligence process, acquired by Novus in 2014. Jeff holds a bachelor's degree in computer science from Johns Hopkins University.
Events Jeff Suarez has spoken at
- Schwab IMPACT 2026 27 October 2026 – 29 October 2026