Joseph Lo

VP Wealth Innovation, Broadridge

Joseph has spent his entire career in Wealth Management, with a passion for automating and digitizing the investing experience from the front office to operations and beyond. Currently, he leads Broadridge’s Wealth Management innovation initiatives in AI, Blockchain, Cloud, and Digital to help digitize the advisor-investor experience to maximize personalization. His personal conviction is that next-gen tools will enable advisors to help more of their clients attain their financial (and therefore, personal) goals. A resident of Port Moody, BC, when not working, fathering (and telling bad dad jokes), he is often in the mountains biking. Joseph spearheaded the development of Broadridge’s client onboarding solution that was recognized by the industry as the Wealth Professional Digital Innovator of the Year.