Osaic has appointed Dr. Sayee Bellamkonda as Chief AI & Technology Officer. He will lead the firm’s advisor- and client-facing technology, artificial intelligence and cybersecurity strategies and join Osaic’s executive committee. His mandate includes strengthening the company’s technology, data and AI infrastructure to improve advisor and employee productivity, client outcomes and enterprise scalability.
Bellamkonda joins Osaic from Vialto Partners, where he served as Executive Vice President and Chief Digital and Technology Officer and helped build the company’s global technology organization following its separation from PwC. Previously, he held executive roles at CBRE, Ameriprise Financial and American Express, leading large-scale digital, data, technology and innovation initiatives. His experience spans enterprise data, artificial intelligence, cybersecurity, cloud transformation and digital products across global organizations.
Why this matters: Creating a Chief AI & Technology Officer role places AI alongside technology and cybersecurity at the center of Osaic’s growth strategy. Bellamkonda’s experience building global technology organizations could help Osaic move beyond individual AI initiatives toward a more integrated technology platform for financial advisors, while maintaining the governance and security required in wealth management.
Join the conversation on LinkedInConnect with Sayee Bellamkonda on LinkedIn
