Facet Wealth provides full financial life management, delivered by a dedicated team led by a CFP ® Professional, to mass affluent households. 

Finance

Facet Wealth

Facet Wealth's headquarters in Baltimore, MD, United States

Anders Jones

Jenna Sorrentino

Shruti Joshi

Jen O'Brien

Marcus Hadley

JoDee Fields

Chris Hufman

Harry Kirkpatrick

The Marketing and Growth Analytics team at Facet Wealth focuses on driving customer acquisition and engagement through data-driven strategies. They analyze market trends and customer behavior to optimize marketing campaigns, enhance customer experiences, and leverage partnerships. Their expertise in SEO, CRM, and content strategy ensures effective outreach and fosters growth within the mass affluent demographic.

Marketing and Growth Analytics

The Operational Support and Administration team at Facet Wealth ensures seamless internal operations and optimized client services. This team manages processes related to human resources, billing, and CRM systems, while also providing essential administrative support. Their efforts enhance efficiency and enable the financial planners to focus on delivering personalized wealth management to clients.

Operational Support and Administration

The Engineering and Development team at Facet Wealth is responsible for designing, building, and maintaining the technology that underpins the company's financial management services. This cross-functional group of product designers, software engineers, and data engineers collaborates to create intuitive user experiences, implement robust back-end systems, and ensure seamless integration of financial tools, ultimately enhancing the service delivery to mass affluent households. Their efforts are crucial in driving innovation and efficiency within the organization's tech-driven approach to personal finance management.

Engineering and Development

The Finance and Investment Operations team at Facet Wealth is responsible for managing and streamlining investment processes, financial analysis, and overall operational efficiency. This team ensures that investment strategies align with clients' financial goals, oversees reporting and compliance, and supports the financial planning functions to deliver optimal solutions for mass affluent households.

Finance and Investment Operations

The Leadership Team at Facet Wealth is responsible for setting the strategic direction and vision of the company while ensuring effective execution of its mission to provide comprehensive financial life management. Each member brings specialized expertise in technology, investment, customer relations, operations, growth analytics, and financial oversight, fostering collaboration to enhance client experiences and drive sustainable business growth.

Leadership Team

The Compliance and Risk Management team at Facet Wealth ensures adherence to regulatory requirements and industry standards, safeguarding the firm and its clients. They conduct thorough risk assessments, oversee compliance processes, and manage estate planning documentation, all while supporting the organization in delivering exceptional financial management services to mass affluent households.

Facet Wealth

Org chart

Teams

Marketing and Growth Analytics

Operational Support and Administration

Engineering and Development

Finance and Investment Operations

Leadership Team

Compliance and Risk Management

Offices

Facet Wealth

Org chart

Teams

Marketing and Growth Analytics

Operational Support and Administration

Engineering and Development

Finance and Investment Operations

Leadership Team

Compliance and Risk Management

Offices

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