Rob Pettman takes the helm as CRO and president at Tifin


Tifin has announced the high-profile appointment of Rob Pettman as its new Chief Revenue Officer and President.

Pettman, who formerly served as Executive Vice President of Wealth Management Solutions at LPL Financial, is set to bring a significant breadth of experience to his new role at Tifin.

Tifin stands at the forefront of financial technology, particularly within the WealthTech domain, by integrating cutting-edge AI solutions to enhance wealth management services. The company is renowned for its commitment to leveraging technology to improve financial advisory services and client outcomes through smarter, data-driven decision-making processes.

In his new position as Chief Revenue Officer and President, Rob Pettman will be instrumental in driving Tifin’s revenue strategies and expanding its market presence. Reporting directly to Tifin’s Founder and CEO, Dr. Vinay Nair, Pettman’s responsibilities will include overseeing the company’s growth initiatives, forming strategic partnerships, and enhancing the overall financial performance across Tifin’s various enterprises.

Rob Pettman comes to Tifin with nearly two decades of experience at LPL Financial, where his leadership spanned multiple key areas including investment product distribution, advisory platforms, and wealth management strategy. His extensive background in financial services and deep understanding of the advisory landscape equip him well to lead Tifin’s next growth phase.

Throughout his career, Pettman has demonstrated a keen ability to manage complex wealth management platforms and foster relationships with product and technology partners, skills that will be vital as he takes on his new challenges at Tifin.

Tifin CEO Dr. Vinay Nair expressed his enthusiasm about the new appointment, “Rob’s extensive experience and deep understanding of the financial advisory landscape make him the perfect fit to help Tifin’s growth as we enter a phase of scaling and deployment. At the same time, his familiarity with advisor, asset manager, and insurance provider frustrations will help us with relevant ongoing innovation. I am delighted to welcome him and look forward to working closely with Rob.”

Rob Pettman also shared his excitement about his new role, “I am thrilled to join Tifin at such an exciting time in the company’s journey. Tifin is on the leading edge of applying AI technology to empower financial advisors with better intelligence and to enhance client outcomes. I am looking forward to collaborating with Vinay and his teams across the Tifin portfolio to drive continued success and innovation.”