Edelman Financial Services names chief development officer
- December 4, 2017
Fairfax-based Edelman Financial Services has named Rene Chaze to a newly created role of chief development officer.
Chaze had been chief financial officer. He will be succeeded by Jon Isaacson.
In his new role, Chaze will be charged with driving an expansion strategy for the 30-year-old company through acquisitions.
Since joining Edelman in 2011, he has led several major transactions for the firm and has been recognized as CFO of the Year by Virginia Business and the Washington Business Journal.
He previously was a partner at Ernst & Young.
As CFO, Isaacson will lead the firm’s accounting, finance, budgeting, forecasting, treasury, tax and financial analysis areas.
He was managing director of buyouts for American Capital Ltd., a publicly traded private-equity and global asset-management firm that merged with Ares Capital Corp. earlier this year.
Founded by Ric and Jean Edelman in 1987, Edelman Financial Services is one of the nation's largest independent financial planning firms with 163 financial planners and 43 offices.
It provides financial planning and investment management services to more than 34,000 individuals and families, and manages more than $20.6 billion in assets..