Summit, N.J. – November 02, 2026 -- Simplicity Group has appointed Albert Cohen and Nandha Srinivasan as Partners and EVPs of Securities Technology, splitting technology leadership at Simplicity Securities between platform architecture and advisor experience.
The two executives will lead Simplicity Securities' technology growth, driving platform scale and elevating the advisor experience. Partner and CEO Bruce Donaldson said the split allows the firm to scale its infrastructure while keeping advisors and their clients central to what it builds.
Cohen brings 25 years of architecture experience from AssetMark, Cetera and Citibank
Cohen has more than 25 years in enterprise architecture, digital transformation and product engineering across wealth management, brokerage and banking. He held senior technology roles at AssetMark, Cetera Financial Group and Citibank.
His build record includes advisor and client portals, investment management products such as tax-efficient optimization and direct indexing solutions, portfolio construction, and integrated financial planning tools. He holds a BS in Computer Science and Mathematics from the University of Massachusetts Amherst.
Cohen said his focus is on tools that streamline business development, onboarding and wealth management operations for advisors.
Srinivasan brings AI and integration expertise from BNY Mellon and E*TRADE
Srinivasan has more than 25 years of wealth management engineering experience across RIA, TAMP, broker-dealer, institutional and retail sectors. He held senior roles at AssetMark, Cetera Financial Group, BNY Mellon and E*TRADE Financial, where he led platform modernization, integrated advisor and client portals, and drove business process automation.
He builds vendor-agnostic data and integration architectures across custodians and clearing firms, and uses AI to accelerate product delivery and operational efficiency. He holds a Master of Computer Applications from the University of Madras and a BS in Mathematics.
Srinivasan ties the hires to a single platform for insurance, brokerage and advisory
Srinivasan said a resilient, scalable and fully integrated enterprise platform is critical to Simplicity's strategy of uniting insurance, brokerage and advisory on one platform. He said he and Cohen will deliver data-backed capabilities that streamline back-office operations as advisors grow.