Another former member of LPL’s leadership has resurfaced on the executive bench of Tifin, the AI and wealth tech provider.
TIFIN AG announced Wednesday that Jeannette Kuda has been appointed as its COO.
Kuda, a seasoned executive in wealth management, transitions from her role as senior vice president and COO of Wealth Management Solutions at LPL Financial.
At LPL, she was instrumental in managing product distribution and strategic operations across the firm's wealth management platform. She touched several departments including its product consulting team, a data analytics team in charge of mining actionable insights, and support teams behind key projects.
Her appointment comes shortly after Tifin welcomed Rob Pettman, LPL’s former EVP of wealth management solutions, as its new president and chief revenue officer.
In her new role, Kuda will oversee the operational management of TIFIN AG and spearhead the development and execution of growth strategies. Her appointment is part of TIFIN AG's broader initiative to enhance net asset growth for wealth enterprises through innovative solutions.
"Jeannette's execution skills, coupled with her deep industry knowledge, make her the ideal executive to oversee the next phase of TIFIN AG," Dr. Vinay Nair, founder and CEO of TIFIN, said in a statement.
Kuda’s experience also includes a significant tenure at TIAA, where she led key initiatives within the Trust Company and Private Asset Management divisions. Her comprehensive background will support her new responsibilities in managing TIFIN AG's daily business operations and in driving new initiatives.
"I am thrilled to join TIFIN AG and work alongside such a talented team,” Kuda said. “I am passionate about leveraging technology to drive innovation and enhance the client experience in financial services. I look forward to contributing to TIFIN AG's continued success and growth."
Kuda’s leadership as operations chief is expected to further TIFIN AG's mission of integrating cutting-edge technology with wealth management practices to deliver superior solutions for their clients.
Wealth management firm has seen an aggressive period of growth in the past year.
Survey reveals widening gap between investment ambition and workforce readiness across the sector
“It’s time for an economic reset,” wrote the California governor, in a post on X.
Masterworks was launched in 2017 but its RIA, Masterworks Advisers, is just three years old.
One 2017 form, no broker license, and a $42 million gap they say surfaced on a webinar.
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.
