Simplicity Continues Expansion of Securities Division with the Appointment of Albert Cohen and Nandha Srinivasan as Simplicity Partners and EVPs of Securities Technology

SUMMIT, N.J., Nov. 2, 2026 /PRNewswire/ -- Simplicity Group ("Simplicity"), a holistic financial planning firm combining the best of accumulation and protection strategies and solutions, today announced the appointment of Albert Cohen and Nandha Srinivasan as Simplicity Partners and EVPs of Securities Technology. In their leadership roles, Cohen and Srinivasan will lead Simplicity Securities' technology growth, driving platform scale and elevating the advisor experience.

"Albert and Nandha bring exceptional expertise and complementary strengths to our technology leadership team," said Bruce Donaldson, Partner and CEO, Simplicity. "Dividing our mandate between platform architecture and advisor experience allows us to scale our infrastructure while keeping our advisors and their clients at the center of everything we build. Their experience, skill, and leadership ensures Simplicity speaks with one clear, strategic voice in technology."

Albert Cohen brings over 25 years of experience in enterprise architecture, digital transformation, and product engineering across wealth management, brokerage, and banking. Before joining Simplicity, he held senior technology leadership roles at AssetMark, Cetera Financial Group, and Citibank, aligning technology investments with business objectives to deliver high-impact global applications. Throughout his career, he has built and scaled end-to-end platforms — including advisor and client portals, Investment Management products (such as tax-efficient optimization and direct indexing solutions), portfolio construction, and has integrated financial planning tools — spanning the entire financial services workflow. Mr. Cohen holds a BS in Computer Science and Mathematics from University of Massachusetts Amherst.

"I am thrilled to partner with Nandha as we build out the next generation of advisors and client experience products at Simplicity," said Albert Cohen. "Our focus is on delivering intuitive, seamless tools that streamline business development, onboarding, and wealth management operations for our advisors."

Nandha Srinivasan is a veteran technology leader with over 25 years of wealth management engineering experience across RIA, TAMP, broker-dealer, institutional, and retail sectors. Prior to joining Simplicity, he held senior leadership roles at AssetMark, Cetera Financial Group, BNY Mellon, and E*TRADE Financial, where he spearheaded platform modernization, integrated advisor/client portals, and drove business process automation. He specializes in setting strategy for global engineering organizations, building vendor-agnostic data and integration architectures across custodians and clearing firms, and leveraging AI to accelerate product delivery and operational efficiency. Mr. Srinivasan holds a Master of Computer Applications from the University of Madras and a BS in Mathematics.

"Building a resilient, scalable, and fully integrated enterprise platform is critical to supporting Simplicity's strategy to unite insurance, brokerage, and advisory together on a single platform," added Nandha Srinivasan. "Albert and I look forward to delivering modern, data-backed platform capabilities that streamline back-office capabilities that grow with our advisors and make Simplicity the natural partner for firms looking to scale."

About Simplicity Group
Simplicity is the leading partner for advisors, financial institutions, and consumers by delivering the best combination of wealth accumulation and financial protection products that meet the needs of a consumer-oriented holistic financial plan. As one of the fastest growing partnerships in the financial services industry, Simplicity offers an unrivalled array of tools and technologies to grow and protect wealth, which can be accessed through affiliation, outsourcing, or joining the partnership. In an ever-changing environment, Simplicity's commitment to working in our clients' best interest is unwavering and has always been anchored to our commitment to Education, Value, and Partnership. For more information, please visit: www.simplicitygroup.com and follow the Company on LinkedIn.

MEDIA CONTACT
Denielle Webb, P: 347-204-7181 / E: [email protected]

SOURCE Simplicity Group Holdings