Former BlackRock executive joins to accelerate adoption of investment-related conversational AI capabilities within wealth enterprise firms
Boulder, Colorado. and new york, March 14, 2024 /PRNewswire/ — TIFIN, the leading AI and innovation platform for high-net-worth individuals, brook juniper As CEO of Sage, an AI-driven investment platform, you will serve as a personalized CIO, supporting advisors through rapid ideation and execution for each client and prospect portfolio.
With an extensive background in finance and technology, brook juniper He brings a wealth of experience and expertise to his new role at Sage. Prior to joining Sage, Brooke spent 16 years at BlackRock, most recently as Head of Digital Engagement, where she served more than 100,000 wealth advisors in the U.S. She served BlackRock’s Digital An ecosystem and portfolio toolkit, she set the vision, commercial strategy and roadmap for the Advisor Center. She also co-founded and led BlackRock’s U.S. Wealth Portfolio Solutions Group, bringing Aladdin analysis to the wealth market and helping drive an industry-wide shift to more portfolio-centric engagement. Did.
“We will be happy to welcome you. brook juniper Serving the TIFIN family as CEO of Sage. ” said the doctor. Vinay NehruFounder and CEO of TIFIN. “Brooke’s deep understanding of advisor needs, investments and technology makes her the ideal leader to lead Sage.”
“I am honored to join TIFIN and lead Sage in its mission to redefine wealth management through the power of artificial intelligence.” Said brook juniperCEO of Sage. “I am very excited about the opportunity to work with the talented team at TIFIN to drive innovation and deliver cutting-edge solutions that change the way people invest and manage their wealth.”
Sage is an advanced AI-powered investment platform that provides financial advisors with intelligent portfolio insights and personalized, actionable recommendations. For more information about Sage, visit https://tifinsage.ai/ or follow the company on LinkedIn.
About TIFIN
TIFIN is an AI and innovation platform that delivers better wealth outcomes. Founded by Dr. Vinay Nehru, TIFIN is building and operating a new company that applies data science, AI, and technology to address friction in asset management. TIFIN companies include 55ip (sold to JP Morgan), Parallel, and currently Magnifi, TIFIN Wealth, TIFIN Give, Tiffin AG, TIFIN AMP, Sage, Helix, TIFIN @Work. TIFIN is JP Morgan, Morningstar, Hamilton Lane, franklin templeton,Surname, motivated partnerBroadridge et al.
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