Boaz Lahovitsky Joins Broadridge as President of Wealth Management
Broadridge brings in veteran wealth leader Boaz Lahovitsky to drive the next growth stage of its technology-focused wealth management franchise.
Rhea-AI Summary
Broadridge (BR) appointed Boaz Lahovitsky as President of Wealth Management, succeeding Mike Alexander, to lead the next phase of growth and innovation for its wealth business.
Lahovitsky brings over 20 years of experience building advisory and platform businesses, most recently as Managing Director of Personal Advisors at J.P. Morgan, and has held senior roles at Vanguard, Citi, Genpact, UBS, and Booz Allen Hamilton. He is expected to help strengthen the Broadridge Wealth Platform and support clients as they modernize technology, enhance digital engagement, and adapt to changes such as Artificial Intelligence and Digital Assets. Broadridge’s platforms process over 8 billion communications annually and support daily average trading of over $18 trillion in tokenized and traditional securities globally.
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Key Terms
fiduciary financial
m&a financial
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Senior wealth management executive to lead the next phase of growth, innovation, and transformation for Broadridge's award-winning wealth business
"Boaz is an accomplished operating leader with a powerful track record of building and scaling wealth management businesses, advancing digital innovation, and delivering profitable growth," said Tom Carey, Broadridge's Global Head of Product and Technology. "His experience across advice, technology, data, and client engagement makes him exceptionally well positioned to lead our Wealth Management business into its next chapter. Mike is a highly respected leader, and I look forward to partnering with him on the initiatives ahead. He has built an exceptional franchise and will work closely with Boaz to ensure a seamless leadership transition and advance our growth strategy for Wealth Management."
Lahovitsky brings over 20 years of experience building and scaling advisory and platform businesses at leading financial institutions. Most recently, he served as Managing Director of Personal Advisors at J.P. Morgan, where he built the bank's hybrid-advice business for mass-affluent clients by bringing together fiduciary investment advice, advisor platforms, and digital client engagement. His background also includes senior roles at Vanguard, Citi, Genpact, UBS, and Booz Allen Hamilton. At Vanguard, Lahovitsky led the company's high-net-worth Advisors driving significant growth in assets under management. At Genpact and Citi, he led wealth management platform and BPO businesses, after holding strategy, transformation, and M&A roles earlier in his career.
"Broadridge has an exceptional reputation for helping the wealth management industry innovate, operate, and grow more effectively while creating better outcomes for investors," said Lahovitsky. "I am excited to join this talented team and build on the strong foundation Mike and the Wealth leadership organization have established. Together, we have an opportunity to further strengthen our platform, help our clients navigate a rapidly changing market, and drive the next generation of growth in a time of great inflection in our industry through advancements in Artificial Intelligence and Digital Assets."
Broadridge is shaping the next generation of wealth management by empowering wealth management firms to better navigate a constantly changing industry. The Broadridge Wealth Platform, an open-architected ecosystem of solutions, helps clients modernize their tech stacks to drive business growth, increase advisor productivity, improve investor experiences, and digitize and modernize the governance, communications, and operational foundation that support growth and long-term value creation. With over 50 years of partnering with thousands of clients to reinvent wealth technologies, Broadridge has the proven track record to help clients push the boundaries of what's next.
About Broadridge
Broadridge (NYSE: BR) is a global technology leader with trusted expertise and transformative technology, helping clients and the financial services industry operate, innovate, and grow. We power investing, governance, and communications for our clients – driving operational resiliency, elevating business performance, and transforming investor experiences.
Our technology and operations platforms process and generate over 8 billion communications annually and underpin the daily average trading of over
For more information about us, please visit www.broadridge.com.
Broadridge Contacts:
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Gregg.Rosenberg@broadridge.com
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SOURCE Broadridge Financial Solutions, Inc.
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What role will Mike Alexander have after the leadership change at Broadridge Wealth Management?
Mike Alexander will remain with Broadridge, working on strategic programs and initiatives and collaborating with Boaz Lahovitsky to ensure a seamless leadership transition and advance the company’s growth strategy for Wealth Management.
What recent experience does Boaz Lahovitsky bring to Broadridge?
Most recently, Boaz Lahovitsky served as Managing Director of Personal Advisors at J.P. Morgan, where he built the bank’s hybrid-advice business for mass-affluent clients by combining fiduciary investment advice, advisor platforms, and digital client engagement.
How does Broadridge describe the focus of its Wealth Platform?
The Broadridge Wealth Platform is described as an open-architected ecosystem of solutions that helps wealth management clients modernize their technology stacks, drive business growth, increase advisor productivity, improve investor experiences, and digitize and modernize governance, communications, and operations that support growth and long-term value creation.