Boaz Lahovitsky Joins Broadridge as President of Wealth Management
Broadridge has appointed Boaz Lahovitsky as President of Wealth Management. He succeeds Mike Alexander, who will continue with the company and work on programs and initiatives. Lahovitsky will lead the next growth phase, innovation, and transformation for Broadridge’s wealth management business.
Who is Boaz Lahovitsky?
Lahovitsky brings over 20 years of experience in wealth management, advisory, and platform businesses. Before joining Broadridge, he served as Managing Director and Head of J.P. Morgan Personal Advisors. There, he built the business from the ground up. He led its remote advice channel, combining fiduciary advice, financial planning, managed accounts, and open-architecture investment solutions. He also serves on the Board of Directors of Chase Insurance Agency.
Earlier, Lahovitsky led Vanguard’s Flagship Advice and Personal Advisor Services for the high-net-worth segment. At Genpact, he headed the global Wealth and Brokerage service line, a fintech and operations business serving banks, insurance companies, wealth managers, and asset managers. His earlier roles include senior positions at Citi and UBS. There, he worked on wealth management platforms, strategy, transformation, advisory operations, and business expansion. He also began his career in corporate law, specializing in M&A, public offerings, and commercial counsel for technology companies.
What Lahovitsky Says
Lahovitsky said he sees an opportunity to build on the foundation established by Alexander and the current Wealth leadership team. He also pointed to the changing wealth management market and the role of artificial intelligence and digital assets in determining the industry’s next phase.
What Executives Say
Tom Carey, Broadridge’s Global Head of Product and Technology, stressed Lahovitsky’s experience in building and scaling wealth management businesses, pushing digital innovation, and furnishing growth. Carey also said that Mike Alexander’s experience will be valuable as he keep working on strategic initiatives and supports the leadership shift.
About Broadridge
Broadridge Financial Solutions, Inc. (NYSE: BR) provides technology and communication solutions for the financial services industry. It contributes to investor communication, proxy voting, and post-trade processing. Also, the company supports banks, brokers, and asset managers with tools that power capital markets and wealth management processes.
Wrapping Up
Broadridge is bringing in an executive with extensive experience in advisory businesses, wealth platforms, technology, operations, and transformation. Now, he will lead the company’s wealth management business as the industry grows.
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