Todd Cassler

Chief Revenue Officer at Wilshire

Panelist

Todd Cassler is Wilshire’s Chief Revenue Officer and a member of the Executive Committee. As CRO, he leads the firm’s global growth, distribution, and strategy. He has more than 20 years of experience in financial services, building and leading businesses across wealth management, asset management, and institutional advisory.

Before joining Wilshire, Mr. Cassler served as Chief Growth Officer and Partner at Cerity Partners, where he was a member of the firm’s Leadership Team responsible for driving enterprise growth strategy, sales, and execution. Prior to that, he was Chief Strategy & Growth Officer at Mariner, overseeing firmwide expansion initiatives across all business units. Earlier in his career, Mr. Cassler held senior leadership roles at John Hancock Investments and Manulife Investment Management, including President of Financial Institutions and Advisory Solutions and Head of Institutional Distribution for the U.S. and EMEA regions.

He earned a bachelor’s degree from Western Connecticut State University, an M.B.A. from Sacred Heart University, and completed Harvard Business School’s Executive Education program in Authentic Leadership Development. He is currently pursuing a master’s degree in wealth management from Columbia University.