Envestnet Hires CISO, Evolve Adds Morgan Stanley Alum

2026-03-10 08:40:48

Abstract generation in progress

Envestnet has appointed Rich Friedberg as its new Chief Information Security Officer (CISO) to enhance cybersecurity protocols, citing his 25 years of experience in financial services and national security. Concurrently, former Morgan Stanley Senior Vice President Brett Cohen has joined Evolve Private Wealth as a managing partner, bringing $800 million in client assets and expanding the firm’s national footprint with a new New York office. Additionally, World Investment Advisors has hired Jeffrey Sheftic as Chief Growth Officer to lead advisor recruiting and organic growth initiatives.

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