Tifin hires ex-BlackRock MD Brooke Juniper as CEO of its AI investment platform Sage
New York-headquartered wealthtech Tifin has named former BlackRock managing director Brooke Juniper as the new CEO of its AI-driven investment platform Sage.
Brooke Juniper named Sage CEO (Image: Tifin)
Tifin says Juniper will work to “accelerate the adoption of investment-related conversational AI capabilities within wealth enterprise firms”.
The company’s Sage platform is designed specifically for financial advisors and delivers portfolio insights and recommendations through its AI assistant function.
With an extensive background in finance and technology, Juniper assumes the post directly from asset management and investment firm BlackRock, where she has worked since 2007.
Her tenure saw her most recently serving as head of digital engagement, where Tifin says she “set the vision, commercial strategy, and roadmap” for BlackRock’s advisor centre, the company’s “digital ecosystem and portfolio toolkit serving 100,000+ wealth advisors”. Juniper is also a founding member of BlackRock’s US wealth portfolio solutions group.
Prior to joining BlackRock, she also worked for Australia’s Mercer Global Investments for seven years, and was also previously a board member of the CFA Society of Melbourne.
