TD Bank U.S. Names Hardeep Walia to Lead U.S. Wealth Business
For best results when printing this announcement, please click on link below: TD Bank U.S. Names Hardeep Walia to Lead U.S. Wealth Business Wealth management and technology leader to drive growth, innovation and client experience TD Bank U.S. today announced that Hardeep Walia has joined the company as Head of U.S. Wealth, leading the next phase of growth and innovation across the bank's U.S.-based wealth management business. Walia joins TD with more than 25 years of leadership experience spanning wealth management and technology. He is the founder and former CEO of Motif Investing, where he spent a decade building and scaling a brokerage and investment management platform offering thematic portfolios, direct indexing and technology-enabled investing solutions. Following Charles Schwab’s acquisition of Motif, Walia built and led Schwab’s Personalized Investing Engineering organization and later led enterprise AI for the firm. “Hardeep is bringing to TD a powerful combination of wealth management expertise, entrepreneurial leadership and technology innovation,” said Leo Salom, President and CEO of TD Bank U.S. “His ability to translate innovation into trusted, scalable client soluti
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-based wealth management business. Walia joins TD with more than 25 years of leadership experience spanning wealth management and technology. He is the founder and former CEO of Motif Investing, where he spent a decade building and scaling a brokerage and investment management platform offering thematic portfolios, direct indexing and technology-enabled investing solutions. Following Charles Schwab’s acquisition of Motif, Walia built and led Schwab’s Personalized Investing Engineering organization and later led enterprise AI for the firm.
S. S. will continue to expand holistic advice and financial planning capabilities, enhance digital investing experiences, and strengthen the connection between banking and wealth services, making it easier for clients to access integrated solutions. “TD has a strong foundation, a talented team, and a deep commitment to helping clients achieve their financial goals,” said Walia.
“The opportunity ahead is to bring together trusted advice, innovative technology and the full breadth of TD's capabilities. ” Earlier in his career, Walia held senior leadership roles at Microsoft, where he led the growth and transformation of large-scale services businesses. S. Bank’s Ascent Private Capital Management.
S. from Yale University. Walia's appointment is effective October 5. He is based in New York and reports directly to Salom.
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serves more than 10 million clients and has a network of approximately 1,050 locations throughout the Northeast, Mid-Atlantic, Carolinas and Florida. We support our clients and communities with a full range of retail, small business, and commercial banking products and services. We also offer customized private banking and wealth management services, a comprehensive suite of credit card products for consumers and businesses, and automotive vehicle financing and dealer commercial services. S.
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