TIFIN, a leading AI and innovation platform for wealth, announced the appointment of Rob Pettman as its Chief Revenue Officer and President. In this new role, Pettman will report directly to TIFIN’s Founder and CEO, Dr. Vinay Nair.
With a solid track record of leadership and success in the financial services sector, Pettman offers TIFIN a wealth of experience and expertise. He joined the company from LPL Financial, where he was Executive Vice President of Wealth Management Solutions. In this role, he managed LPL’s wealth management platform, overseeing investment product distribution, advisory platforms, research, retirement plan business, and relationships with product and technology companies. Throughout his 19 years at LPL, Pettman worked in various product and wealth management strategy roles.
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 will add to TIFIN’s market presence and position as a leader in AI-powered financial technology in the wealth management industry.
KEY QUOTES:
“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. 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.”
- Dr. Vinay Nair, Founder and CEO of TIFIN
“I am thrilled to join TIFIN at such an exciting time in the company’s journey. 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.”
- Rob Pettman
