NEW YORK Merchant has appointed Clayton Chandler as Chief Data Officer, tasking him with overseeing enterprise data strategy & AI projects. In his new role, Chandler will lead Merchant’s data strategy & improve how partner companies use data to make informed decisions. He will also enhance the company’s ability to provide actionable insights and increase operational efficiency in the expanding RIA industry. Chandler brings a wealth of knowledge in data, analytics, and technology leadership to Merchant. Before joining Merchant, he was Chief Data and Analytics Officer at Osaic, leading the company’s data strategy amid rapid growth. At Osaic, Chandler led the company’s transformation into one of the largest independent broker-dealers in the world. With assets in excess of $800 billion and 10,000 advisors.
“Merchant continues to invest in top-tier talent, reflecting both the firm’s continued growth. The opportunity ahead,” said Tim Bello, Co-Founder and Managing Partner at Merchant. “Clayton’s appointment underscores our focus on building modern capabilities that help independent firms grow. While staying true to their entrepreneurial roots. By taking a thoughtful, practical approach to data and AI. Merchant aims to simplify complexity, improve efficiency, and deliver actionable insights.”
Driving Data-Driven Growth and Insights
Prior to Osaic, Chandler has had senior leadership positions at Credit Suisse, including Chief Data Scientist & Chief Information Security Officer. At Credit Suisse, he oversaw global teams for analytics and cybersecurity. He has also had senior technical roles at the U.S. National Security Agency. Merchant is a private partnership that offers growth capital and strategic advice to independent financial services companies. The group has over 125 partner firms and RIA practices across six countries, managing over $300 billion in assets.
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Source: Businesswire
