We are excited to continue to build our World Class Advisory Board with the addition of Kabir Sethi former Chief Product Officer at LPL Financial. Kabir Sethi is a recognized industry leader in Wealth Management and Financial Services. He was most recently Chief Product Officer at LPL Financial where he was responsible for evolving the advisor and client experience across digital platforms and wealth management; banking solutions. Prior to that, Kabir was head of Digital Wealth Management at Merrill Lynch where he led the transformation of their advisor and end investor platforms and evolved Digital Wealth into a core strategic capability. He has consistently delivered award-winning transformation and growth results and has been recognized by Professional Wealth Management (Financial Times) as Digital Banker of the Year.
Kabir has dedicated his career to building wealth management businesses and understanding how they can succeed in the future. He is excited to join Unifimoney Tech QOBZ LLC’s Advisory Board to help achieve their vision of broadening investor access to the next generation of investment solutions.
Prior to joining Merrill Edge, Kabir served in Merrill Lynch Global Investment Banking and Booz Allen Hamilton in New York, a leading global management consulting firm. He holds graduate degrees from Columbia University and the Indian Institute of Management (IIM), Ahmedabad, India. He currently serves on the board of the National Brain Tumor Society and is an advisor to Zeplyn.ai, a rapidly growing AI workflow automation capability in the wealth management space.