Rob Pettman

Rob Pettman

Chief Revenue Officer and President

Prior to joining TIFIN, Rob held the position of Executive Vice President of Wealth Management Solutions at LPL Financial. In this role, he was responsible for managing LPL’s wealth management capabilities, which included overseeing the company’s investment product distribution, retirement plan business, advisory platforms and support teams; its relationships with product and technology companies; and a large research organization with over $70B AUM. He held various other roles across investment product management and wealth management during his 19 years at LPL, allowing him to materially participate in the rapid growth of the organization that culminated in $1.4T in assets and over 22k financial advisors at the time of his departure.

Earlier in his career, Rob also amassed experience working as a financial advisor serving trial attorneys in the areas of settlement planning, trusts, and structured settlements. He credits this experience as one of the most impactful of his career, as it enabled him to connect with investors and understand the importance of the financial advisor role.

Rob has held several industry board positions with organizations such as IRI and MMI, and a mutual fund board position at Macquarie for the Optimum Funds. Additionally, he has participated in an advisory board capacity for several private equity and financial technology firms.

Rob received a Bachelor of Arts degree from Eckerd College and his Masters of Business Administration from the University of Southern California Marshall School of Business.