In the business world, CEOs typically receive more attention as they serve as the public face of the company. But as the wealth management industry continues to consolidate, chief financial officers are playing increasingly important roles in positioning their firms for future success.

Companies across the spectrum have been pursuing everything from mergers and acquisitions and strategic investments to aggressive recruiting and unique partnerships.

All of this requires capital, and CFOs are heavily involved in raising it.

Beyond that, wealth management CFOs confront ever-increasing needs to invest in technology, client needs and other services when the pace of change means those investments must be closely monitored for success and, often, replacement after new innovations.

Today’s honorees have contributed to their industry’s development, demonstrated excellence and hold sway as recognized leaders in their field.

Kristy Britt, Chief Financial Officer, Osaic

Kristy Britt has been CFO of Osaic since 2024. In this role, she manages the firm’s financial operations, setting vision and strategy for the finance department, as well as heading long-term financial planning and cost management.

As CFO, Britt has helped oversee Osaic’s purchase of CW Advisors, a $13.5 billion RIA that has been expanding to serve ultra-high net worth clients. Osaic last year also purchased a majority stake in Innovative Wealth Team, which focuses on advisor succession and continuity.

Earlier this year, Osaic raised another $700 million by refinancing its debt, according to Moody’s Investors Service.

Britt previously held multiple financial leadership and strategic planning roles at Thomson Reuters, most recently as Head of Finance for the Operations and Technology organization.

She said that women seeking leadership roles in wealth management should not be afraid to take on challenges.

“I encourage seeking opportunities that broaden perspective, strengthen strategic thinking, and drive meaningful business transformation,” Britt said. “Taking on complex challenges helps build resilience, an essential quality in this industry. Equally important is surrounding yourself with mentors who support your growth, challenge you to stretch and help amplify your impact.”

View the Top 5 on Wealth Solutions Report.

Top Wealth Management CFOs issued by Wealth Solutions Report on 4/8/26 was awarded to wealth management CFOs. Winners were selected on track record, dedication to the industry and influence and recognition in the industry. The curated list highlights the 5 individuals selected for this honor. Winners do not apply and are not nominated for the award. It is independently compiled by Wealth Solutions Report.

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