Wealth management
Information technology professionals in Wealth management
Wealth management firms rely on IT systems to handle client data, trading, and reporting. Talk with IT professionals who've chosen and run these systems to understand what actually works. They can explain why certain platforms fit the business, how teams integrate new tools, and what breaks when systems don't talk to each other.
Professionals to explore
01—10Dmitry Zeleznak
LinkedInExperience: Director, Morgan Stanley Wealth Management Info Technology · Morgan Stanley
Experience directing wealth management information technology, leading development and support of investment systems including Unit Investment Trust and trading platforms.
James Rajeshvincent
LinkedInExperience: Head of Enterprise Architecture and Platforms · Rockefeller Capital Management
Experience leading enterprise architecture and technology platforms supporting private advisors at a wealth management company.
Javier Jiménez
LinkedInExperience: IT Director · UBS Wealth Management
Experience directing information technology at a wealth management firm, overseeing general management department functions.
Joe Piotrowski
LinkedInExperience: Senior Director, Global Investment Technology · MFS Investment Management
Experience delivering end to end technology solutions for global investment operations teams, leading modernization of investment platforms and business processes.
Jonathan Lewis
LinkedInExperience: Managing Director, Head of Digital & Trading Technology, Wealth Management · Wells Fargo
Experience leading digital and trading technology for a wealth management and investment management business serving financial advisors and brokerage clients.
Krushna Sahoo
LinkedInExperience: Director Of Information Technology - Wealth & Retail Distribution · JM Financial Services Ltd
Experience as director of information technology for wealth and retail distribution, working on wealth management, trading, and portfolio management systems.
Nayan Shah
LinkedInExperience: Executive Director, Enterprise Cloud Platform Owner Global Wealth Management · Morgan Stanley
Experience leading enterprise cloud platform and data strategy for global wealth management, and prior business intelligence work for wealth and asset management finance.
Phil Francisco
LinkedInExperience: Managing Director, Wealth Solutions and Platform Technology · Bank of America Merrill Lynch
Experience leading wealth management technology platforms, building financial advisor platforms and managing wealth management application development initiatives.
Raminder Chhatwal
LinkedInExperience: Executive Director, Wealth Management Technology · Morgan Stanley
Experience as executive director overseeing wealth management technology at a global financial services and wealth management firm.
Vaibhav Bhanot
LinkedInExperience: Managing Director - CIO - Chief Information Officer at Wealth Management & Planning · BMO Private Wealth
Experience leading information technology as Chief Information Officer for wealth management and planning functions at a private wealth management firm.
Choose the right perspective
Look for candidates who have directly chosen or replaced core systems—not just maintained them. Ask about decisions they made themselves, not decisions made above them. Focus on people who've dealt with both the technical side and the business impact, since that's where real trade-offs happen.
Questions to take into the conversation
- 01Walk me through a system you selected or rejected. What made you choose one over another?
- 02When a system didn't work as expected, what did you learn and what would you do differently?
- 03How do you decide whether to build something custom or buy an existing platform?
About this directory
This is a professional research starting point based on business profile data retrieved on . Titles and companies reflect that source snapshot and may describe past or present roles. Check the linked profiles for current details. Inclusion does not imply Instant Expert membership or availability.
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