John Rajes Appointed Chief Technology Officer at Merit Financial Advisors
Merit Financial Advisors has appointed John Rajes as its new chief technology officer (CTO), expanding the firm's leadership team. In this role, Rajes will lead the company’s technology strategy across architecture, systems integration, data and AI initiatives aimed at creating a more consistent digital environment for advisors and staff. Rajes brings extensive experience from senior roles at LPL Financial, UBS, Barclays, and Goldman Sachs. Most recently, he ran an independent consulting practice. At Merit, one of his initial tasks will be to develop a technology roadmap focused on improving integration across the firm’s systems so that advisors can work more efficiently. The appointment follows recent leadership changes at Merit, including new roles for Doug Moore as CFO and Sarah Mouser in financial planning. The move also comes after Merit acquired Bridgeway Group with $900 million in assets.
Topics: executive leadership financial services technology strategy