Simplicity Group, a financial services organization focused on wealth accumulation, financial protection, and advisor technology, has appointed Albert Cohen and Nandha Srinivasan as Simplicity Partners and Executive Vice Presidents of Securities Technology.
The appointments strengthen the technology leadership team supporting Simplicity Securities, the company’s securities and wealth management business.
Cohen and Srinivasan will oversee technology expansion, platform development, and improvements to the advisor and client experience.
The company intends to divide technology responsibilities between platform architecture and advisor-facing capabilities, allowing each executive to concentrate on complementary aspects of the business.
Cohen brings more than 25 years of experience in enterprise architecture, digital transformation, and software engineering across wealth management, brokerage, and banking.
Before joining Simplicity, he held senior technology positions at AssetMark, Cetera Financial Group, and Citibank.
His experience includes developing advisor and client portals, portfolio construction systems, tax-efficient investment tools, direct indexing platforms, and integrated financial planning applications.
Srinivasan also brings more than 25 years of wealth management technology experience.
He previously held senior positions at AssetMark, Cetera Financial Group, BNY Mellon, and E*TRADE Financial.
His expertise includes enterprise platform modernization, business process automation, data architecture, and integrations across custodians, clearing firms, and financial services providers.
Srinivasan has also worked on applying artificial intelligence to software development and operational efficiency.
Simplicity plans to use their combined experience to create a more integrated technology infrastructure connecting insurance, brokerage, and advisory services.
The company’s broader strategy involves providing financial advisors with tools that simplify client onboarding, business development, investment management, and back-office operations.
The appointments support Simplicity’s efforts to expand its securities division while maintaining a consistent technology experience across its financial services offerings.
KEY QUOTES:
“Albert and Nandha bring exceptional expertise and complementary strengths to our technology leadership team. Dividing our mandate between platform architecture and advisor experience allows us to scale our infrastructure while keeping our advisors and their clients at the center of everything we build. Their experience, skill, and leadership ensures Simplicity speaks with one clear, strategic voice in technology.”
Bruce Donaldson, Partner And CEO Of Simplicity
“I am thrilled to partner with Nandha as we build out the next generation of advisors and client experience products at Simplicity. Our focus is on delivering intuitive, seamless tools that streamline business development, onboarding, and wealth management operations for our advisors.”
Albert Cohen, Partner And Executive Vice President Of Securities Technology At Simplicity
“Building a resilient, scalable, and fully integrated enterprise platform is critical to supporting Simplicity’s strategy to unite insurance, brokerage, and advisory together on a single platform. Albert and I look forward to delivering modern, data-backed platform capabilities that streamline back-office capabilities that grow with our advisors and make Simplicity the natural partner for firms looking to scale.”
Nandha Srinivasan, Partner And Executive Vice President Of Securities Technology At Simplicity
