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[BUSINESS] · United States · 2 sources

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Osaic appoints Sayee Bellamkonda as Chief AI & Technology Officer

Osaic, Inc., a major wealth management provider, has appointed Sayee Bellamkonda as its new Chief AI & Technology Officer. Bellamkonda will join the firm’s executive committee and report directly to CEO Jamie Price.

In this role, Bellamkonda is tasked with leading the company’s advisor- and client-facing technology, artificial intelligence, and cybersecurity strategies. His focus will include strengthening the firm’s data and AI infrastructure to enhance employee productivity, improve client outcomes, and increase enterprise scalability. This move is part of Osaic’s broader strategic roadmap to build a more integrated digital platform for financial professionals.

Bellamkonda joins Osaic with extensive experience in digital and technology leadership. He previously held executive roles at Vialto Partners, where he served as Executive Vice President and Chief Digital and Technology Officer, as well as positions at CBRE, Ameriprise Financial, and American Express.

Entities

Ameriprise Financial · Jamie Price · Osaic, Inc. · Sayee Bellamkonda · Vialto Partners