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

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

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

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

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

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

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

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

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

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

Rob Pettman

Executive Chairman

Alvi Abuaf

Alvi Abuaf

Industry Partner,
Motive Partners

Sharon French

Sharon French

President, Asset
Management, TIFIN

Funded by

TIFIN
Motive Partners

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