Edward Jones Leadership

Kristin Johnson is a General Partner - Human Resources at Edward Jones, Principal Chief Human Resources Officer at Edward Jones, and General Partner - Branch Development at Edward Jones and is based in Greater St. Louis Area. She has worked as Auditor at Pricewaterhouse Coopers (PwC). Kristin attended WASHINGTON UNIVERSITY between 2002 and 2004, Webster University between 1997 and 2000, and University of Illinois Urbana Champaign between 1989 and 1993.

Tim Rea is a Principal (General Partner), Chief Marketing Officer at Edward Jones and is based in Greater St. Louis Area. He has worked as Associate Brand Manager at PROCTER & GAMBLE CO; SVP, Brand Marketing at DARDEN RESTAURANTS INC; and EVP, Chief Marketing Officer at OFFICE DEPOT INC. Tim studied at The University of Texas at El Paso between 1992 and 1998, The Wharton School between 2017 and 2019, and Harvard University between 1986 and 1990.

Alison Carnie is a Chief Administration Officer at Edward Jones and Team Leader & Sr. Wealth Strategist - Client Consultation Group at Edward Jones and is based in St. Louis, Missouri. She has worked as Associate Attorney at Law Office of Andrew Weinhaus, LLC; Client Solutions Specialist at Edward Jones; and Legal Intern at Edward Jones. Alison attended Vanderbilt University between 2001 and 2005 and SLU LAW between 2005 and 2008.

Aaron Masek, CPA® is a Director - Finance and CFO Bridge Builder Funds & Edward Jones Money Market Fund at Edward Jones and is based in Greater St. Louis Area. He has worked as Manager at Cohen & Company; VP Mutual Fund Accounting & Treasurer AQR Funds at AQR Capital Management; and Senior Vice President Fund Administration at Citi Fund Services, Inc. (formerly BISYS Fund Services, Inc. Aaron studied at Capital University.

Frank Laquinta is a Principal & CIO at Edward Jones, CIO - Wealth Management Americas at UBS, and Head of Group Technology - Americas at UBS and is based in Greater St. Louis Area. He has worked as EVP/Global Head of Product Development and Strategy at i-Deal LLC, Chief Strategy Officer at i-Deal LLC, and Managing Director - Retail Trading IT at UBS. Frank studied at Pace Communications between 1981 and 1985 and Pace Communications between 1992 and 1996.

Kevin Bastien is the chief financial officer for Edward Jones, responsible for the Finance division and Firm Planning. He is a member of the firm’s Management and Executive Committees. Bastien started his Edward Jones career in 1996 as a director in Finance and was named a principal in 1998. Initially, he was responsible for the firm’s tax function and partnership capital areas. He then assumed responsibility for coordinating overall finance support for International Operations. He was involved in establishing and leading the Sourcing Area, which negotiates all firm financial commitments. In 2009, his responsibilities were expanded, and he became the firm’s chief financial officer. In 2015, Bastien helped update the firm’s five-year strategic plan and assumed responsibility for Firm Planning in addition to leading the Finance division. Prior to joining Edward Jones, Bastien spent nearly nine years with Price Waterhouse. There he was a senior manager in the tax area, responsible for the overall Edward Jones relationship, as well as those with other large corporate clients. Bastien graduated from Southern Illinois UniversityCarbondale with bachelor’s and master’s degrees in accounting. He serves on the board of directors of SIU’s School of Accountancy and as a board member for Junior Achievement of Greater St. Louis Inc. He is also a licensed CPA in Missouri and Illinois.

Sherrie Rees is a CFO at Edward Jones Bank (In Formation) at Edward Jones and is based in Salt Lake City, Utah. She has worked as Chief Financial Officer at Soon To Be Announced, CFO at Medallion Bank, and CFO/Controller at American Bank. Sherrie studied at University of Phoenix between 2003 and 2005, Pacific Coast Banking School between 2016 and 2018, and UTAH STATE UNIVERSITY between 1985 and 1989.

Aaron Masek, CPA® is a Director - Finance and CFO Bridge Builder Funds & Edward Jones Money Market Fund at Edward Jones and is based in Greater St. Louis Area. He has worked as Manager at Cohen & Company; VP Mutual Fund Accounting & Treasurer AQR Funds at AQR Capital Management; and Senior Vice President Fund Administration at Citi Fund Services, Inc. (formerly BISYS Fund Services, Inc. Aaron studied at Capital University.

Kevin Bastien is the chief financial officer for Edward Jones, responsible for the Finance division and Firm Planning. He is a member of the firm’s Management and Executive Committees. Bastien started his Edward Jones career in 1996 as a director in Finance and was named a principal in 1998. Initially, he was responsible for the firm’s tax function and partnership capital areas. He then assumed responsibility for coordinating overall finance support for International Operations. He was involved in establishing and leading the Sourcing Area, which negotiates all firm financial commitments. In 2009, his responsibilities were expanded, and he became the firm’s chief financial officer. In 2015, Bastien helped update the firm’s five-year strategic plan and assumed responsibility for Firm Planning in addition to leading the Finance division. Prior to joining Edward Jones, Bastien spent nearly nine years with Price Waterhouse. There he was a senior manager in the tax area, responsible for the overall Edward Jones relationship, as well as those with other large corporate clients. Bastien graduated from Southern Illinois UniversityCarbondale with bachelor’s and master’s degrees in accounting. He serves on the board of directors of SIU’s School of Accountancy and as a board member for Junior Achievement of Greater St. Louis Inc. He is also a licensed CPA in Missouri and Illinois.