Vise, the AI-powered investment management platform built for the modern financial advisor, has seen rapid growth and adoption since its launch in November, 2019. As a result, the company has appointed three new senior executives to its leadership team, strengthening its foundation for continued growth and allowing the business to scale quickly.
Shah Hafizi, who joins Vise as Chief Compliance Officer, has previously served as Chief Compliance Officer of the Digital Wealth division of BlackRock, Executive Director and Counsel at UBS, and Counsel at The D.E. Shaw Group. Before joining the private sector, Hafizi was Special Counsel at the SEC, Division of Trading and Markets, where he developed standards for quant trading and derivatives.
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Niki Sri-Kumar joins Vise as Vice President of Product. Previously, she spent four years at Affirm, most recently as Director of Product, leading efforts across the core platform and new market development. Before that, Sri-Kumar was a Product Manager at analytics start-up Premise Data and prior to that she was at Cue Ball Capital and Barclays Capital.
Yoonie Kim, who joins Vise as Vice President of People & Talent, has twenty years of experience in talent recruitment at some of the world’s leading tech companies including Nintendo, Amazon, and Google. She was Head of Talent at Codecademy and Recruiting Leader at Dropbox and she will be instrumental as Vise continues to grow its team.
“Vise is helping independent financial advisors be more effective resources for their clients and as we continue to build our platform to reimagine wealth management, it’s thrilling to attract top-tier talent across the board,” said Samir Vasavada, co-founder and CEO of Vise. “Shah, Niki and Yoonie are all at the top of their fields and their deep knowledge and expertise will be critical as we bring Vise to an increasingly wider range of financial advisors.”
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