The former LPL executive joins to lead the
adoption of TIFIN's AI-centric platforms at leading wealth
enterprise firms
BOULDER, Colo.
and NEW YORK, April 16,
2024 /PRNewswire/ -- TIFIN, a leading AI and
innovation platform for wealth, announces the appointment of
Rob Pettman as its Chief
Revenue Officer and President. In his new role, Pettman will report
directly to TIFIN's Founder and CEO, Dr. Vinay Nair.
With a proven track record of leadership and
success in the financial services sector, Pettman brings a wealth
of experience and expertise to TIFIN. He joins the company from LPL
Financial, where he was Executive Vice President of Wealth
Management Solutions. In this role, he was responsible for managing
LPL's wealth management platform, including overseeing investment
product distribution, advisory platforms, research, retirement plan
business, and relationships with product and technology companies.
Throughout his 19 years at LPL, Mr. Pettman worked in various roles
across product management and wealth management strategy.
"Rob's extensive experience and deep
understanding of the financial advisory landscape make him the
perfect fit to help TIFIN's growth as we enter a phase of scaling
and deployment," said Dr. Vinay
Nair, Founder and CEO of TIFIN. "At the same time, his
familiarity with advisor, asset manager, and insurance provider
frustrations will help us with relevant ongoing innovation. I am
delighted to welcome him and look forward to working closely with
Rob."
In his role as Chief Revenue Officer and
President, Pettman will oversee revenue generation strategies,
forge strategic partnerships, and drive the company's growth
initiatives across TIFIN's companies. His leadership adds to
TIFIN's market presence and its position as a leader in AI-powered
financial technology in the wealth management industry.
"I am thrilled to join TIFIN at such an exciting
time in the company's journey," said Rob
Pettman. "TIFIN is on the leading edge of applying AI
technology to empower financial advisors with better intelligence
and to enhance client outcomes. I am looking forward to
collaborating with Vinay and his teams across the TIFIN portfolio
to drive continued success and innovation."
For more information about TIFIN and its
AI-powered fintech platform, please visit www.tifin.com.
About TIFIN
TIFIN is an AI and innovation platform for
better wealth outcomes. Founded by Dr. Vinay Nair, TIFIN creates and operates new
companies that apply data science, AI, and technology to address
frictions in wealth and asset management. TIFIN's companies have
included 55ip (sold to JP Morgan), Paralel and currently include
Magnifi, TIFIN Wealth, TIFIN Give, TIFIN AG, TIFIN AMP, Sage,
Helix, and TIFIN @Work. TIFIN has been backed by JP Morgan,
Morningstar, Hamilton Lane, Franklin
Templeton, SEI, Motive Partners, and Broadridge among
others.
Media Contacts
Michael Walsh
michael@therudingroup.com
AJ Boury
aj@tifin.com
The information contained herein should in no way
be construed or interpreted as a solicitation to sell or offer to
sell advisory services. All content is for informational purposes
only.
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SOURCE TIFIN