About Us | TIFIN AG

Our Mission

Empower wealth managers with innovative AI-driven growth.

Our Vision

Our vision is to create a world where financial advice is universally accessible, helping individuals grow their wealth and build stronger financial futures.

TIFIN AG Leadership Team

TIFIN AG is shaped by an experienced and entrepreneurial Leadership Team

Jeannette Kuda

President and Chief Operating Officer

Finance executive with over two decades of strategic leadership and operational expertise in wealth management. Most recently, Jeannette served as Chief Operating Officer for Wealth Management Solutions at LPL Financial.

Brad Lawler

Chief Product Officer

Innovation leader with 20+ years of experience in wealth management, data analytics, and financial technology. He began his career as a financial advisor at Morgan Stanley before leading AI-driven product innovations that help wealth management firms and financial institutions enhance client relationships and drive growth.

Josh Peter

Vice President of Client Success

Experienced branding and marketing professional with a background in studio operations, project management, and client engagement. Specializes in strategic partnerships, helping wealth management firms integrate AI to drive growth and deepen advisor-client relationships.

Todd Cooper

Chief Revenue Officer

Business development leader with over 20 years of experience in driving growth and expanding market reach in wealth platform institutional sales. Prior to joining TIFIN AG, Todd held key leadership roles at LPL Financial, Envestnet, and Prudential Wealth Management Solutions.

Samantha Davison

Chief Marketing Officer

Experienced marketing and communications executive specializing in client-centered communications. Previously responsible for corporate communications at Atria Wealth Solutions, and content strategy and brand marketing for LPL Financial.

Paul Drabinski

Vice President of Data Science

Experienced data scientist specializing in business analytics and machine learning. Previously a key contributor to Google Shopping’s forecast model and led NLP-driven trend monitoring at a major telecom firm. Experience building proprietary AI models and data infrastructure to help wealth management firms leverage predictive insights.

Shrutika Troup

Senior Data Scientist

Experienced data scientist specializing in machine learning, predictive analytics, and in developing automated tools and solutions. Former technology analyst at Goldman Sachs, with wide-ranging startup experience in real estate and marketing analytics at Rook Capital and Path2Response.

Miles Cree

Client Success Manager

Client experience and data science implementation specialist with expertise across finance and wealth management. Previously responsible for financial content and advisor marketing across other TIFIN subsidiaries.

TIFIN AG Board Members

Rob Pettman

Chief Revenue Officer and President, TIFIN

A seasoned financial services executive. Formerly EVP of Wealth Management Solutions at LPL Financial. Deep experience in building businesses, investment product distribution, advisory platforms, data, research, and emerging ﬁntech applications.

Andy Brown

CEO Sand Hill East

Works with startup founders from idea stage all the way through IPO. With over 10 years of board member experience, Andy leverages a diverse background spanning leadership roles in both established enterprises and emerging startups to help leaders think out approaches, strategies, execution plans, and decisions. Currently serves as CEO for Sand Hill East.

Rajini Kodialam

Formerly, Co-Founder Emeritus,
Focus Financial Partners

Accomplished Entrepreneur, Co-Founder, Chief Operating Officer, and Board Director with over 25 years of domestic and global experience driving sustainable business growth in financial services. Former American Express Senior Exec and Consultant at McKinsey & Company.

Brian Carlin

Former, CEO, J.P. Morgan Wealth Management & J.P. Morgan Private Capital

Over 20 years of experience in the financial industry, with expertise spanning investments, alternative investments, investment banking, wealth management, and asset management. Previously served as the CEO of J.P. Morgan Wealth Management Solutions.