Boaz Lahovitsky Named Broadridge Wealth President

Boaz Lahovitsky, President of Wealth Management at Broadridge.

Broadridge has appointed Boaz Lahovitsky as President of Wealth Management, bringing more than 20 years of experience in advisory and platform businesses to the role. Lahovitsky succeeds Mike Alexander, who will remain with the company working on strategic programs and initiatives. The move brings an experienced financial services executive to Broadridge’s wealth management business. Lahovitsky most recently served as Managing Director of Personal Advisors at J.P. Morgan.

Leadership Transition

Broadridge said Lahovitsky will lead the next phase of growth, innovation, and transformation for its wealth management business. Alexander will work closely with Lahovitsky during the leadership transition while continuing to support the company’s Wealth Management growth strategy.

Tom Carey, Global Head of Product and Technology at Broadridge, said:

“Boaz is an accomplished operating leader with a powerful track record of building and scaling wealth management businesses, advancing digital innovation, and delivering profitable growth. His experience across advice, technology, data, and client engagement makes him exceptionally well positioned to lead our Wealth Management business into its next chapter. Mike is a highly respected leader, and I look forward to partnering with him on the initiatives ahead. He has built an exceptional franchise and will work closely with Boaz to ensure a seamless leadership transition and advance our growth strategy for Wealth Management.”

Experience Across Wealth Businesses

At J.P. Morgan, Lahovitsky built the bank’s hybrid-advice business for mass-affluent clients by bringing together fiduciary investment advice, advisor platforms, and digital client engagement. His career also includes senior roles at Vanguard, Citi, Genpact, UBS, and Booz Allen Hamilton.

At Vanguard, he led the company’s high-net-worth Advisors business. His work at Genpact and Citi included leadership of wealth management platform and BPO businesses, following earlier roles in strategy, transformation, and M&A.

Building On The Wealth Platform

Broadridge’s Wealth Platform is an open-architected ecosystem designed to help wealth management firms modernize their technology stacks, increase advisor productivity, improve investor experiences, and digitize and modernize the governance, communications, and operational foundations that support growth and long-term value creation.

Boaz Lahovitsky, President of Wealth Management at Broadridge, said:

“Broadridge has an exceptional reputation for helping the wealth management industry innovate, operate, and grow more effectively while creating better outcomes for investors. I am excited to join this talented team and build on the strong foundation Mike and the Wealth leadership organization have established. Together, we have an opportunity to further strengthen our platform, help our clients navigate a rapidly changing market, and drive the next generation of growth in a time of great inflection in our industry through advancements in Artificial Intelligence and Digital Assets.”

Platform Scale And Client Support

Broadridge said it has partnered with thousands of clients for more than 50 years on wealth technologies. Its technology and operations platforms process and generate over 8 billion communications annually and underpin daily average trading of over $18 trillion in tokenized and traditional securities globally.