Taskize Appoints David Williams as CFO to Strengthen Leadership Team

Taskize, the Euroclear-owned fintech and leading investment operations collaboration platform, has named David Williams as its new Chief Financial Officer. Williams joins with over 15 years of financial leadership experience, having held senior roles at EY, Barclays, Morgan Stanley, and most recently, Janus Henderson.

Based in London, Williams will oversee Taskize’s financial operations and deliver strategic financial insights to both internal and external stakeholders. His appointment comes amid Taskize’s ongoing global expansion, with the company now supporting over 600 financial institutions across 88 countries. This leadership addition follows the recent appointments of Helen Adair as Chief Product Officer and Alfred Escobedo as Head of Business Development for LATAM, marking another milestone in Taskize’s growth journey.

Digital Asset Appoints Jonathan Isaac as Chief Marketing Officer to Drive Canton Network Growth

Digital Asset has appointed Jonathan Isaac as Chief Marketing Officer, tasking him with leading global marketing across brand strategy, product marketing, and communications. His primary objective will be to elevate the profile and adoption of the Canton Network, the decentralised infrastructure platform tailored for financial markets.

Isaac brings more than 20 years of marketing expertise, with prior roles including CMO at CoinMarketCap and Head of Marketing at Gemini. His background spans senior positions at global agencies such as JWT, Anomaly, and Digitas, where he led campaigns for major brands like the BBC, Sony, and Coca-Cola. He has also served as a fractional CMO for various fintech and biotech firms, focusing on brand reinvention and growth strategies.

Broadridge Appoints Tina Joshi as Head of Securities Finance and Collateral Management for North America

Broadridge Financial Solutions has named Tina Joshi as Head of Securities Finance and Collateral Management (SFCM) for North America. Based in New York and reporting to Darren Crowther, Joshi will oversee client delivery, business development, and operational management across Broadridge’s full SFCM portfolio. This includes automated support for securities lending, borrowing, and repo transactions.

Bringing over 20 years of experience from firms such as Citigroup and Morgan Stanley, Joshi’s appointment supports Broadridge’s strategy to simplify trading and meet evolving market demands. The move is part of a wider effort to enhance the company’s leadership in multi-asset, multi-workflow trading and reinforce its commitment to North American clients amid regulatory and industry changes.

United Fintech Appoints Deepak Nair as Chief Operating Officer

United Fintech has named Deepak Nair as its new Chief Operating Officer, joining the Executive Leadership Team. In this role, Nair will oversee the development and execution of the firm’s global operational strategy, focusing on scalability, efficiency, and alignment across its fintech platform and partner network.

Nair brings over 20 years of experience from roles at Virgin Media O2, McKinsey & Company, UBS, JPMorgan, and Goldman Sachs. His background includes large-scale transformation initiatives, post-merger integration, and operational strategy. At Virgin Media O2, he led enterprise-wide restructuring for a 15,000-strong workforce and built a data-driven transformation office. Based in London, Nair will report directly to United Fintech’s founder and CEO, Christian Frahm.

GoldenSource Names New Managing Director

Global enterprise and master data management company GoldenSource has named former Fenergo senior manager Terry Flynn as its managing director, the company’s third leadership appointment in a year.

The New York-based technology company said Flynn will focus on building GoldenSource’s buy-side client base. Over two decades Flynn has held senior positions at SunGard, Charles River Development, SimCorp and Alpha FMC.

His appointment follows the naming of James Corrigan as chief executive in September and Marc Mallett as chief commercial officer in April.

Finbourne Appoints New Board Chair and Creates Advisory Board

Finbourne Technology has appointed a new board chair and advisory board to “enhance client focus and support continued growth”.

Toby Glaysher, the new Finbourne board chair, joins the UK investment technology firm from Northern Trust. Finbourne said his track record of scaling business growth at previous posts made him an ideal choice to advise the executive team on corporate strategy.

The company named Adel Szabo Malcolm, Andrew McCaffery, David Hudson, Lance DeLuca, Mihir Shah and Yury Dubrovsky as members of its new advisory board.

Clearwater Promotes Two Leaders to Senior Roles

Clearwater Analytics has promoted two managers to more senior roles as part of a strategy to scale the technology platform globally.

Subi Sethi has been elevated to chief operating officer after five years at the company and is charged with improving client experience through the use of artificial intelligence and driving efficiencies across the enterprise.

Cindy Blendu has been named chief administrative officer, adding human resources, corporate IT and facilities management to her responsibilities.

Allvue Boosts IT Budget and Hires New Data Leaders

Alternative investments technology provider Allvue Systems has increased investment into artificial intelligence, data and talent, starting with the appointment of industry veterans Dmitri Sedov as chief data and analytics officer, Mack Santora as head of AI and Brad Rosenfeld as chief marketing officer.

The New York-based company said it had increased its IT budget 70 per cent year-on-year in a “relentless drive to innovate”.

Chris Jackson Appointed Global Head of Equities at Liquidnet

Liquidnet has promoted Chris Jackson to the role of global head of equities, marking a new chapter in his decade-long career with the firm. Based in London, Jackson steps up from his previous dual position as global head of equity strategy and head of equities for EMEA, roles he held since August 2019.

Jackson joined Liquidnet in March 2015 as head of EQS for EMEA before transitioning into equities leadership. Before his tenure at Liquidnet, he served as head of EMEA execution sales at Citi from 2009 to 2015, and previously held director-level roles in portfolio sales, analytics, and sales trading at SBC Warburg and Merrill Lynch. In 2012, he briefly advised HM Treasury and the Government Office for Science on computer-based trading while at Citi.

Qomply Taps Veteran Sales Leader Steven Stewart to Steer US-UK Growth

RegTech firm Qomply has hired Steven Stewart as its new Strategic Commercial Director, tasking him with sharpening the company’s expansion strategy across the United States and the United Kingdom.

Stewart brings 25 years of international sales leadership, most recently as Executive Vice President at Trading Technologies, where he helped build a platform used by many of the world’s largest financial institutions. Earlier roles include senior positions at FutureSource, now part of Interactive Data.

“We are so excited to welcome Steven to our team,” said Michelle Zak, Co-founder at Qomply. “His industry experience speaks for itself, and his leadership and vision will play a pivotal role as we continue to grow and innovate in the RegTech space.”

Stewart framed the move as a chance to pair robust technology with regulatory know-how: “I’m delighted to be joining Qomply at such an exciting period of its growth trajectory. Qomply’s leading tech coupled with its deep industry and regulatory expertise present a unique opportunity to drive innovation and deliver exceptional value to clients. I look forward to working with the team to build on this momentum and help shape the future of compliance solutions.”