TIFIN, the AI platform for asset, wealth and insurance announces that Brian McDonald has joined TIFIN as an executive in residence. As an executive in residence Brian will provide guidance to some of the TIFIN products and also explore new opportunities in partnership with TIFIN Studios. He will join the boards of TIFIN @Work and TIFIN Give. TIFIN @ Work is the first workplace platform that is designed to drive advisor growth and TIFIN Give is a modern philanthropy platform to power giving for wealth enterprises and their clients.
McDonald brings leadership experience from Morgan Stanley, where he served as Managing Director overseeing workplace financial solutions, equity compensation, and retirement benefits, and from Charles Schwab, where he spent over two decades in key leadership roles spanning wealth management, stock plan services, and financial technology-driven solutions.
TIFIN’s Executive in Residence program brings in industry leaders to challenge ideas, push innovation, and guide leadership. Brian will focus on the intersection of AI, workplace benefits and giving, shaping how technology drives real financial outcomes. With decades of leadership in wealth management, corporate stock plans, and large-scale financial wellness programs, Brian will work closely to advance TIFIN’s impact in these areas and explore new initiatives within TIFIN Studios.
“Brian has led large scale platforms at the intersection of financial advice and workplace needs. These areas are getting reshaped with the advent of AI and we are delighted to work alongside him to play a role in how the future looks.” said Vinay Nair, Founder and CEO of TIFIN.
“AI won’t decide who moves forward—it will decide how they move forward,” said Brian McDonald. “TIFIN is leading the charge in defining that path, and I’m here to shape that transformation alongside an incredible team.”
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