Chief AI Strategist WealthTech & Compliance
Listed on 2026-06-04
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Finance & Banking
Wealth Management, FinTech -
Management
Wealth Management
Location: New York
Overview
Freedom Dumlao takes on an expanded role at Vestmark, leading AI strategy to enhance portfolio management, trading and compliance processes. Vestmark, a provider of wealth management technology and services with over $2 trillion in assets on its platform and 5 million investor accounts, has named Freedom Dumlao as its chief artificial intelligence officer. His expanded role includes overseeing the integration of AI capabilities across the platform to enhance portfolio management, trading, compliance and tax-aware investment processes.
As chief AI officer, Dumlao will guide efforts to unify compliance oversight, optimization and automation into a single operating model. The company said these initiatives aim to help advisory firms scale efficiently while maintaining transparency and fiduciary standards.
- Oversee the integration of AI capabilities across Vestmark’s platform to enhance portfolio management, trading, compliance and tax-aware investment processes.
- Guide efforts to unify compliance oversight, optimization and automation into a single operating model.
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