Press Releases

Broadridge Expands Wealth Management Business with Two New Executives

Liz Pedersen joins from UBS as SVP of wealth managed services and Traci Mabrey joins from Thomson Reuters as head of wealth solutions

LAKE SUCCESS, N.Y.; May 20, 2015Broadridge Financial Solutions, Inc. (NYSE:BR) today announced the appointments of Liz Pedersen as senior vice president of wealth managed services and Traci Mabrey as head of wealth solutions.

In her new role, Pedersen will oversee wealth management operations strategy and managed service, which currently supports 24 clients including 150 introducing brokers. Additionally, Mabrey will oversee the wealth solutions strategy and product management for Broadridge’s Global Technology and Operations business, which delivers a suite of front-office to back-office solutions to leading wealth management firms.

Pedersen joins Broadridge from UBS where she was a managing director and co-head of the securities services group, overseeing global post-trade processing. Pedersen brings 30 years’ experience in brokerage operations. Prior to UBS, she held positions at Merrill Lynch and is a recognized leader in the wealth management industry. Pedersen has served on SIFMA committees including the SIFMA Private Client Group Committee.

Mabrey joins Broadridge from Thomson Reuters where she was most recently head of wealth management market development. She brings 15 years of wealth management experience, specifically in business and technology solutions for financial services firms. Prior to Thomson Reuters, Mabrey worked at Pershing and Piper Jaffrey and is also actively involved in SIFMA.

“Wealth management is a key strategic priority for Broadridge,” said Charlie Marchesani, president, Global Technology and Operations. “These appointments add additional talent to our strong leadership team and demonstrate Broadridge’s commitment to supporting our clients in growing their wealth management business and better serving their customers.”

Broadridge offers a full suite of solutions that enables broker-dealers and their advisers to meet the increasingly diverse and individualized needs of investors through a highly flexible, future-ready operating platform. Today, Broadridge services five of the top 10 U.S. online brokers, and its platforms support approximately 80,000 financial advisers globally.

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About Broadridge

Broadridge Financial Solutions, Inc. (NYSE:BR) is the leading provider of investor communications and technology-driven solutions for broker-dealers, banks, mutual funds and other corporations. Broadridge’s investor and customer communications, securities processing and managed services solutions help clients reduce their capital investments in operations infrastructure, allowing them to increase their focus on core business activities. With over 50 years of experience, Broadridge's infrastructure underpins proxy voting services for over 90% of public companies and mutual funds in North America and processes on average $5 trillion in equity and fixed income trades per day. Broadridge employs approximately 10,000 associates in 14 countries.

For more information about Broadridge, please visit www.broadridge.com.

Media Contacts:

Erica Sunkin

Edelman

+1 212 729 2126

erica.sunkin@edelman.com

 

Linda Namias

Broadridge

+1-631-254-7711

linda.namias@broadridge.com

 

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