Leadership
Made up of some of the brightest and most experienced minds at the intersection of innovation and distribution.
Executive Chairman
Rob Pettman
Rob Pettman is the Executive Chairman for TIFIN AMP and brings over two decades of leadership in wealth management and financial services. Before joining TIFIN, he served as Executive Vice President of Wealth Management Solutions at LPL Financial.
COO
Jeannette Kuda
Jeannette Kuda, who joined TIFIN in 2024, is the Chief Operating Officer at TIFIN AMP, bringing over 20 years of expertise in strategic leadership and operational excellence across wealth management and financial services.
CRO & President
Charlie Shaffer
Charlie Shaffer brings 30+ years of experience in global distribution across investment management, advisory and implementation solutions. Charlie began his career at Morgan Stanley in 1993 where he helped build and lead Morgan Stanley’s pioneering effort in providing risk management and implementation solutions to asset managers and owners.
Head of Wealth Partnerships
Jeff Mehi
Jeff Mehi is the Head of Wealth Partnerships at TIFIN AMP. Jeff has 17 years of asset management experience helping wealth managers and platforms unlock the value of advisor data for the asset manager community.
Chief Product and Technology Officer
Mike Lewis
Mike Lewis is a machine learning and technology leader. Expertise in machine learning engineering, software architecture, data-driven decision making, optimization, and conversational AI.
Chief Marketing Officer
Samantha Davison
Samantha Davison, Chief Marketing Officer at TIFIN AMP, combines her expertise in strategic marketing and executive communications with a background as a former news anchor to deliver impactful, client-focused messaging that drives business outcomes.
Director of Client Success
Josh Peter
Josh Peter has extensive expertise in branding and marketing with creative agencies and is skilled in project management, client onboarding, and reporting, with a focus on addressing key client challenges and connecting them to innovative solutions.
Director of Client Success
Campbell Johnson
Campbell Johnson brings extensive experience as an Advisor and Strategic Project Manager to help AMP deliver innovative solutions aligned with Asset and Wealth Management firms’ goals and objectives.
Director of Data Science
Paul Drabinski
Paul Drabinski, Director of Data Science at TIFIN AMP, combines expertise in machine learning, business analytics, and AI with a passion for innovation, driving transformative solutions for the wealth management industry.
TIFIN AMP Board
Rob Pettman
Executive Chairman
Alvi Abuaf
Industry Partner,
Motive Partners
Sharon French
President, Asset
Management, TIFIN