Broadridge Financial Solutions, Inc.

(New York Stock Exchange)
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Slightly Bullish +15

Broadridge Financial Solutions, Inc. Announces Management Changes

Leadership change AI-generated analysis

πŸ“’ Broadridge Financial Solutions appoints Boaz Lahovitsky as the new President of Wealth Management.

πŸ”„ Mike Alexander transitions from his presidential role to focus on strategic programs and initiatives.

πŸ’Ό Boaz Lahovitsky brings over 20 years of experience scaling advisory businesses at leading financial institutions.

🏦 His recent role at J.P. Morgan involved building hybrid-advice businesses for mass-affluent clients.

πŸ“ˆ At Vanguard, Lahovitsky led high-net-worth Advisors and drove significant growth in assets under management.

πŸ› οΈ Previous experience includes leading wealth management platform and BPO businesses at Genpact and Citi.

Bullish Signals
  • Broadridge secures Boaz Lahovitsky, a seasoned executive with over 20 years of experience scaling advisory businesses.
  • The appointment of Lahovitsky signals a strategic focus on strengthening the Wealth Management division with proven leadership.
Full Analysis
Broadridge Financial Solutions, Inc. announced a significant leadership change within its Wealth Management division, appointing Boaz Lahovitsky as the new President. This strategic move marks a transition from Mike Alexander, who will step down from his presidential role to focus on broader strategic programs and initiatives for the company. Lahovitsky brings over two decades of experience in building and scaling advisory and platform businesses within major financial institutions. His recent tenure as Managing Director of Personal Advisors at J.P. Morgan highlights his expertise in developing hybrid-advice models for mass-affluent clients, integrating fiduciary investment advice with digital engagement tools. His extensive background includes senior leadership roles at industry giants such as Vanguard, Citi, Genpact, UBS, and Booz Allen Hamilton. Notably, while at Vanguard, he led the high-net-worth Advisors division, driving significant growth in assets under management, demonstrating a proven track record of scaling wealth management operations.