Tifin, a fintech specializing in artificial intelligence for wealth management, announced Tuesday that Rob Pettman, formerly a top executive at LPL Financial, will serve as its new president and chief revenue officer.
The move represents a swift transition for Pettman, who spent 19 years at LPL and most recently served as the firm's executive vice president of wealth management solutions.
In that capacity, he managed LPL's wealth management platform, supervising investment product distribution, advisory platforms, research, and the retirement plan business. His responsibilities also extended to nurturing relationships with product and technology companies.
Pettman revealed his decision to depart LPL in a LinkedIn post last Monday.
Now, he brings his extensive background in financial services to his new role at Tifin, where he will report to Vinay Nair, the company's founder and CEO.
"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," Nair said in a statement. "At the same time, his familiarity with advisor, asset manager, and insurance provider frustrations will help us with relevant ongoing innovation.”
In his new role, Pettman will be responsible for leading revenue generation strategies, establishing strategic partnerships, and spearheading growth initiatives across Tifin's suite of companies. His leadership is expected to enhance Tifin’s market presence and affirm its status as a leader in AI-powered financial technology within the wealth management sector.
“I am thrilled to join Tifin at such an exciting time in the company's journey," Pettman said. "Tifin is on the leading edge of applying AI technology to empower financial advisors with better intelligence and to enhance client outcomes."
The news of Pettman’s appointment comes roughly a month after Tifin announced a former BlackRock executive, Brooke Juniper, would be leading one of its advisor AI platforms.
A $141M judgment and a federal asset freeze collide over one shrinking pool
The firm's CFO and EVP of Wealth Management Solutions are the latest executives to exit the broker-dealer.
Clients are saying they would consider switching advisors if another professional offered estate planning services, according to a new Trust & Will survey.
CEO Laurel Taylor says the fintech's composable AI stack helps workers optimize dollars across Trump Accounts, 529s, 401(k)s, and other employee benefits.
The bank has swiped three private banking veterans from BNY as the city climbs the ranks of America's fastest-growing wealth hubs.
Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income
Direct indexing is on pace to outgrow ETFs and mutual funds. Northern Trust's Ken Lassner explains why the advisors who get it wish they had started sooner.
