Rob Pettman
Rob Pettman is President at TIFIN, where he oversees growth and revenue strategy across the company’s portfolio of AI-driven wealth tech businesses. With more than 20 years of leadership experience in financial services, Rob brings deep expertise across wealth management, investment platforms, and financial technology. Prior to joining TIFIN, he served as Executive Vice President of Wealth Management Solutions at LPL Financial, where over a 19-year tenure he helped scale assets to $1.4 trillion, supported a network of more than 22,000 advisors, and led a research organization overseeing $70 billion in AUM. Rob began his career as a financial advisor focused on settlement planning and structured trusts, shaping his appreciation for the advisor-client relationship. At TIFIN, he has driven strategic partnerships, including a key collaboration with SEI to accelerate AI-driven innovation in wealth management and enhance advisor solutions.
Charlotte, NC
Contact
www.linkedin.com/in/rob-pettman
(858) 757-3091