Osaic Expands Technology Leadership with Appointment of Stacie Nabedrick

New role supports continued platform innovation and scalable growth across advisor network

SCOTTSDALE, Ariz.--(BUSINESS WIRE)--Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth management strategies, today announced the appointment of Stacie Nabedrick as senior vice president, advisor and client technology solutions. Her hiring reinforces the firm’s continued investment in advancing its digital capabilities and delivering a more streamlined, efficient experience for financial professionals, their teams and their clients.

In this role, Nabedrick will lead the strategy and ongoing development of Osaic’s advisor- and end-client-facing technology solutions. She will define and execute on the firm’s digital product vision and oversee its multi-year roadmap, with a focus on enhancing advisor productivity, deepening client engagement and supporting long-term growth. Nabedrick will also guide the continued evolution of Osaic’s digital ecosystem, including advancement of its eQuipt platform, which supports advisor onboarding, client engagement and financial planning workflows.

“As advisors increasingly expect connected, intuitive digital experiences, we are focused on delivering integrated solutions that reduce complexity and elevate how they serve their clients,” said Matt Schlueter, executive vice president, operations and technology solutions at Osaic. “Stacie brings a strong track record of leading enterprise transformation and translating strategy into scalable, high-impact solutions. Her leadership will be instrumental as we continue to evolve our platform and invest in the future of advisor technology.”

Nabedrick brings more than a decade of experience leading large-scale digital transformation initiatives across wealth management and enterprise organizations. Most recently, she served as director of customer success at Microsoft, where she led teams responsible for driving cloud adoption and long-term value realization across a portfolio of strategic clients. She focused on strengthening engagement, improving retention and delivering measurable business outcomes.

Previously, Nabedrick held senior leadership roles at RBC Wealth Management, where she led enterprise portfolio management and delivery for the U.S. business. She directed large, cross-functional teams supporting advisor productivity, client experience and regulatory alignment, while helping define and execute the firm’s digital transformation strategy.

“Osaic is focused on building a more connected and efficient experience for advisors and their clients,” said Nabedrick. “I’m excited to help accelerate that work by delivering solutions that are intuitive, scalable and aligned with how advisors serve clients today.”

To learn more about Osaic, please visit Osaic.com.

About Osaic

Osaic, Inc. (“Osaic”), a portfolio company of Reverence Capital Partners, is one of the nation’s largest providers of wealth management strategies, supporting over 10,000 financial professionals. Osaic’s mission is to empower entrepreneurial advisors to create leading wealth management solutions that enhance lives and legacies. Visit www.osaic.com to learn more.

Securities and investment advisory services are offered through the firms: Osaic Wealth, Inc. and Osaic Institutions, Inc., broker-dealers, registered investment advisers, and members of FINRA and SIPC. Securities are offered through Osaic Services, Inc. and Ladenburg Thalmann & Co., broker-dealers and members of FINRA and SIPC. Advisory services are offered through Ladenburg Thalmann Asset Management, Inc., Osaic Advisory Services, LLC, and CW Advisors, LLC, registered investment advisers. Advisory programs offered by Osaic Wealth, Inc. are sponsored by VISION2020 Wealth Management Corp., an affiliated registered investment adviser.