Fundz

Cetera Appoints Ed O'Brien as Chief Operating Officer

PRIVATEMar 24, 2026

Position

Chief Operating Officer

Company

Cetera

Ed O'Brien
BuffaloFinancial ServicesFinanceLendingConsulting

Description

Cetera has announced the appointment of Ed O'Brien as Chief Operating Officer, effective May 2026. O'Brien will focus on driving advisor growth and enhancing Cetera's competitive advantage.

Quick answer

Cetera Appoints Ed O'Brien as Chief Operating Officer (March 24, 2026). Cetera is based in Buffalo, New York, United States.

Who is the new Chief Operating Officer at Cetera?
Cetera named Ed O'Brien Chief Operating Officer, announced March 24, 2026.
What did Cetera announce on March 24, 2026?
Cetera has announced the appointment of Ed O'Brien as Chief Operating Officer, effective May 2026. O'Brien will focus on driving advisor growth and enhancing Cetera's competitive advantage.
What does Cetera do?
Cetera is a financial advisory firm that provides wealth management and advisory services to individual and institutional clients.
Where is Cetera based?
Cetera is based in Buffalo, New York, United States.
Which similar companies made leadership changes around the same time?
Andersen Corporation (April 20, 2026), Fiserv (February 23, 2026), Monarch (March 24, 2026) and Union Bankshares (March 24, 2026) also announced leadership changes within 45 days of Cetera.

Source: Fundz verified event record.

Other recent leadership changes in Financial Services and Finance

Executive moves at companies in the same sectors within 45 days, from Fundz verified event records.

Who to call at Cetera, and when

A new leader at Cetera brings new priorities and often new vendors. The first weeks are when they listen.

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Company Information

Company

Cetera

Location

Buffalo, New York, United States

About

Cetera is a financial advisory firm that provides wealth management and advisory services to individual and institutional clients. The company focuses on growth and succession planning to meet the needs of its clients.

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Cetera changed its leadership. Fundz had it the day it was filed, with the decision-maker at the company attached.

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Fundz is a real-time business intelligence platform powered by agentic AI that proactively delivers personalized daily signals, including funding rounds, executive changes, M&A activity, 13F institutional filings, SEC 8-K events, investor activity, and website modifications, based on each user's watchlist and ICP. A trusted data source at firms such as BlackRock, Oracle, Kleiner Perkins, LinkedIn, HubSpot, and Cloudflare, Fundz democratizes the institutional-grade intelligence that previously required a PitchBook or Bloomberg terminal. Features include Daily Briefing for AI-powered daily briefings, and unified cross-signal alerts across 281,000+ organizations. Developers and data teams can access these signals programmatically via the Fundz Funding Data API, with transparent published pricing.