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Boaz Lahovitsky Tapped as President of Wealth Management at Broadridge

Boaz Lahovitsky, a veteran financial executive with two decades of experience, has been appointed President of Wealth Management at Broadridge Financial Solutions. He takes the helm from Mike Alexander, who is transitioning to a strategic role within the firm to oversee long-term initiatives and ensure a smooth leadership handoff.

Boaz Lahovitsky Tapped as President of Wealth Management at Broadridge

Lahovitsky arrives from J.P. Morgan, where he served as Managing Director of Personal Advisors and spearheaded the bank's hybrid-advice business for the mass-affluent segment. His resume spans leadership stints at major institutions including Vanguard, Citi, and UBS, with a specific focus on scaling advisory platforms and digital client engagement. Tom Carey, Broadridge’s Global Head of Product and Technology, cited Lahovitsky’s history in data-driven innovation as the primary driver for the hire.

In his new capacity, Lahovitsky plans to lean into emerging technologies to accelerate the company’s growth. He noted that the industry stands at an inflection point, specifically regarding the integration of artificial intelligence and digital assets. Broadridge, an S&P 500 company, currently processes trillions in daily trading volume and aims to use its open-architected wealth platform to help firms modernize their technology stacks and improve advisor productivity.

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