Broadridge Financial Solutions has hired Liz Pedersen as its new senior vice president of wealth managed services and Traci Mabrey as its new head of wealth solutions.
Pedersen will be tasked with managing wealth management operations strategy and managed service in her new capacity, which presently supports 24 clients including 150 introducing brokers.
Go deeper with GlobalData
Access deeper industry intelligence
Experience unmatched clarity with a single platform that combines unique data, AI, and human expertise.
Pedersen most recently served as a managing director and co-head of the securities services group at UBS, where she managed global post-trade processing.
Before her stint at UBS, she worked at Merrill Lynch, as well as served on SIFMA committees including the SIFMA Private Client Group Committee. She has 30 years of experience in brokerage operations.
In the new role, Mabrey will manage the wealth solutions strategy and product management for Broadridge’s Global Technology and Operations business, which offers front-office to back-office solutions to wealth management firms.
Mabrey most recently held the position of head of wealth management market development at Thomson Reuters.
US Tariffs are shifting - will you react or anticipate?
Don’t let policy changes catch you off guard. Stay proactive with real-time data and expert analysis.
By GlobalDataBefore joining Thomson Reuters, she served at Pershing and Piper Jaffrey as well as is actively involved in SIFMA.
She has 15 years of experience in wealth management, particularly in business and technology solutions for financial services firms.
