Financial Engines

Management team


Biography PhotoJeffrey N. Maggioncalda
Chief Executive Officer

Jeffrey N. Maggioncalda has served as our Chief Executive Officer since November 2012, as our President and Chief Executive Officer since August 1996 and as a director since March 1997. From June 1995 to September 1995, he served as a summer associate at McKinsey & Company. From June 1991 to August 1994, he served as an associate at Cornerstone Research, an economic and financial consulting firm. Mr. Maggioncalda is a member of the board of directors of SVB Financial Group and Silicon Valley Bank. Mr. Maggioncalda received an MBA from the Stanford Graduate School of Business and a bachelor’s degree in economics and English from Stanford University.

Biography PhotoGarry W. Hallee
Executive Vice President of Technology and Service Delivery

Garry W. Hallee has served as our Executive Vice President of Technology and Service Delivery since December 2009 and served as our Executive Vice President, Technology from June 1999 to December 2009. He also served as acting Executive Vice President, Service Delivery, from December 2007 to May 2008. Prior to joining us, Mr. Hallee served as the Executive Vice President of Research and Development for Vantive Corp., a customer relationship management software company, from October 1996 to August 1998. From May 1984 to September 1996, Mr. Hallee co-founded and served as the Chief Technology Officer of Aion Corp., a computer software company. Mr. Hallee received master’s and bachelor's degrees in electrical engineering/computer systems from Stanford University.
Biography PhotoChristopher L. Jones
Executive Vice President of Investment Management and Chief Investment Officer

Christopher L. Jones has served as our Executive Vice President, Investment Management and Chief Investment Officer since January 2006; our Executive Vice President, Investment Management from May 2001 until January 2006; our Vice President, Financial Research & Strategy, from January 1998 until May 2001; and our Director of Financial Research from December 1996 to January 1998. Prior to joining us, Mr. Jones served as a consultant at Cornerstone Research, an economic and financial consulting firm. Mr. Jones received a master’s degree in business technology and engineering-economic systems as well as a bachelor's degree in economics from Stanford University.
Biography PhotoKelly S. O'Donnell
Executive Vice President of Marketing

Kelly S. O’Donnell has served as our Executive Vice President of Marketing since January 2013 and Vice President of Marketing from July 2007 to January 2013. From October 2006 to June 2007, she served as Senior Director of Channel Marketing and Director of Customer Acquisition and Retention from June 2003 to September 2006. Prior to joining Financial Engines, she was Director of Consulting and analyst for Cerulli Associates from June 1998 to June 2003. Ms. O’Donnell was also a litigation assistant at A. G. Edwards & Sons from May 1996 to July 1997 and a manager and associate at Coopers & Lybrand from August 1989 to May 1996. Ms. O’Donnell holds a B.S. in Accountancy from the University of Missouri.
Biography PhotoLawrence M. Raffone
President

Lawrence M. Raffone has served as our President since November 2012 and served as our Executive Vice President, Distribution and Institutional Services from January 2001 until November 2012. Prior to joining us, Mr. Raffone served as the Executive Vice President of Fidelity Investments Institutional Brokerage Group, a division of Fidelity Investments, from January 1988 to January 2001. Mr. Raffone received a master’s in business administration from Babson College and a bachelor’s degree in marketing from Bryant University.
Biography PhotoMary Lee Sharp
Executive Vice President of Human Resources

Mary Lee Sharp has served as our Executive Vice President of Human Resources since January 2012. Prior to joining us, Ms. Sharp served as Vice President, Human Resources at Omnicell Inc., a healthcare systems and software solutions provider, from December 2007 to December 2011; and as Senior Director of Human Resources at Sybase Inc., a global enterprise software company, from June 2007 to October 2007. From November 2003 to June 2007, she served as Vice President of Human Resources for Panalpina Inc., a global transportation and logistics corporation. Ms. Sharp received a juris doctorate from Santa Clara University School of Law and a bachelor’s degree in political science and public affairs from the University of Denver.
Biography PhotoRaymond J. Sims
Executive Vice President and Chief Financial Officer

Raymond J. Sims has served as our Executive Vice President and Chief Financial Officer since August 1999. Before joining us, Mr. Sims served at Raychem Corp., a technology company, as Senior Vice President, CFO and Treasurer from 1993 to 1999; as Vice President and Treasurer from 1985 to 1993; and as Director, Internal Audit from 1982 to 1984. Mr. Sims received a master’s in business administration from the Harvard Business School and a bachelor's degree in business and economics from Lehigh University.
Biography PhotoAnne S. Tuttle
Executive Vice President and General Counsel

Anne S. Tuttle has served as our Executive Vice President, General Counsel and Secretary since March 2009. Ms. Tuttle joined us in November 2003 as Director and Associate General Counsel. She served as our Director, Acting General Counsel and Secretary from August 2005 to March 2006 and as our Vice President, General Counsel and Secretary from March 2006 to March 2009. Prior to joining us, she served as Vice President and Assistant General Counsel at Loomis Sayles & Co. L.P., a federally registered investment advisor, overseeing a 12-person compliance team, from April 2000 to October 2003. Ms. Tuttle received a juris doctorate from Boston University School of Law and a bachelor's degree in economics from Yale University.

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