FMG Strengthens Leadership Team to Propel Growth and Innovation in Marketing Automation for Financial Advisors

FMG Strengthens Leadership Team to Propel Growth and Innovation

In a significant development within the financial technology landscape, FMG, a prominent provider of marketing automation solutions tailored for financial advisors, has announced a series of strategic executive leadership appointments. This restructuring is designed to drive innovation and enhance growth, cementing FMG's position as a leading partner for advisors and advisory firms across the wealth management spectrum.

On January 14, 2026, FMG co-founder Dave Christensen was appointed as the new Chief Executive Officer (CEO), a role in which he will spearhead the company's efforts to advance its platform capabilities. Christensen's extensive background in product management and strategy uniquely positions him to navigate the rapidly evolving landscape of financial services technology. His tenure as the leader of FMG's product and strategy has been marked by a commitment to delivering cutting-edge solutions that meet the needs of both clients and advisors.

Joining Christensen is Michelle Feinstein, who takes on the role of Chief Product and Strategy Officer. Feinstein's previous experience at Salesforce, where she managed global financial services strategies, brings invaluable expertise to FMG. Her leadership will enable the company to further refine its product offerings, ensuring that they are scalable and compliant, allowing advisors to drive organic growth effectively.

Furthermore, FMG has welcomed Mo Ayadi as the new Chief Information Officer (CIO). Ayadi’s track record in developing enterprise business systems, particularly during his time at LPL Financial, underscores his capability to integrate technology and data strategically. His focus will include enhancing operational efficiencies and ensuring that FMG's technology infrastructure supports the company’s ambitious growth targets.

Scott White, who has served as the CEO for nearly a decade, will transition into a role on FMG's Board of Directors. This shift allows White to continue contributing to the company's strategic direction while leveraging his extensive industry knowledge and experience gained during his leadership period. His insights will be vital as FMG aims to foster robust relationships with financial advisors and services.

Mark Casady, the Executive Chairman of FMG, expressed confidence in the new leadership team, stating, "Our clients count on us to help them grow, whether they are individual advisors or large enterprises. This restructured leadership reflects our commitment to maintaining FMG's trusted platform status, pushing forward with product innovation that’s intricately linked to the needs of the market."

The formation of this new leadership triad, comprising Christensen, Feinstein, and Ayadi, is strategically designed to bolster FMG's focus on harnessing the power of Artificial Intelligence (AI) and enhancing its marketing automation platform. With AI’s rapid evolution, FMG is positioned to offer personalized and client-responsive solutions that resonate with today's financial landscape, meeting the expectations of a wider audience of advisors and their clients.

FMG's marketing platform, designed specifically for financial advisors, is acclaimed for its ability to deliver compliant, client-centered marketing that drives organic growth. The platform is trusted by over 80,000 advisors who collectively engage with more than 45 million investors. With this leadership transition, FMG aims to reinforce its reputation as the premier provider of digital marketing solutions in the wealth management sector.

Industry insiders anticipate that the appointments will not only accelerate FMG's growth trajectory but also enhance its development of AI-driven tools, further empowering clients to achieve marketing efficiencies and streamline compliance processes. This forward-thinking approach is indicative of FMG’s commitment to maintaining its leading position in the fluctuating wealth management landscape.

As FMG prepares to embark on this new chapter, its emphasis on innovation and strategic leadership will undoubtedly play a crucial role in shaping the future of marketing automation for financial advisors, ensuring that they remain equipped to handle the complexities of today’s financial environment. With a robust new leadership team in place, FMG is set to redefine the standards of marketing automation in the sector.