Wilshire, a leading investment solutions and analytics platform with over $1.5 trillion in assets under advisement and $125 billion in assets under management, announced the appointment of Todd Cassler as Chief Revenue Officer (CRO).
In this newly created role, Cassler will lead Wilshire’s global growth and distribution strategy across its wealth, retirement, alternatives, and data & analytics businesses. He will be responsible for unifying the firm’s enterprise and product-led sales motions, expanding partnerships across intermediaries and institutions, and driving revenue acceleration globally. Cassler reports directly to Jason Schwarz, Chief Executive Officer.
“Wilshire sits at the intersection of several powerful industry megatrends – the convergence of institutional and retail investing, the democratization of alternatives, and the growing demand for data transparency and fiduciary solutions,” said Jason Schwarz, CEO of Wilshire. “We already have an incredibly strong foundation: a trusted brand, luminary client relationships, and deep embeddedness across wealth, retirement, and institutional channels. Todd’s experience scaling complex distribution organizations and leading cross-channel growth makes him the ideal leader to convert this positioning into accelerated, durable growth.”
Cassler joins Wilshire with more than 20 years of experience in financial services, building and leading businesses across wealth management, asset management, and institutional advisory.
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Before joining Wilshire, Todd 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, he 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.
“Wilshire’s platform is uniquely positioned institutional in its depth, but accessible and scalable across wealth, retirement, and alternatives,” said Cassler. “Few firms are as well aligned to where the industry is heading bridging institutional expertise with retail reach. I’m excited to help accelerate this growth and deepen the partnerships that make Wilshire such a trusted and distinctive brand.”
Cassler’s appointment underscores Wilshire’s continued investment in scaling its commercial capabilities to meet rising demand from advisors, asset managers, and institutions seeking integrated, cross-channel investment solutions. The firm remains uniquely positioned as a leader in the convergence of institutional and retail investing — combining deep fiduciary expertise, embedded distribution, and proprietary analytics to deliver better outcomes for investors.
Source: BusinessWire
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