Praxis Solutions, a leading AI-enabled consulting firm transforming the wealth and asset management sectors, announced the appointment of Charlie Shaffer as Managing Director and Chief Revenue Officer. Shaffer brings more than three decades of experience leading global distribution teams and driving growth in capital markets.
Shaffer joins Praxis after serving as President and CRO of TIFIN AMP, where he led the firm’s distribution strategy. His career spans senior roles at Russell Investments, Voya Investment Management, Credit Suisse Asset Management, and earlier leadership positions at Merrill Lynch, Deutsche Bank, and Morgan Stanley.
“It’s a true privilege to welcome Charlie to Praxis,” said Bill Dwyer, Executive Chairman of Praxis Solutions. “His expertise in global distribution and transformative leadership in the wealth management industry is unmatched. Charlie’s ability to blend distribution experience with innovative technology will be invaluable as we help asset managers, wealth firms, and product sponsors leverage AI for tangible results.”
Shaffer added: “I’m thrilled to join Praxis at this pivotal moment. The potential for wealth and asset managers to improve outcomes and operational efficiency has never been greater. Praxis’ integrated AI solutions empower partners to harness transformative technologies effectively, and I look forward to scaling our offerings and delivering measurable impact for clients.”
In his new role, Shaffer will oversee revenue-generating initiatives, expand distribution partnerships, enhance client engagement, and drive adoption of Praxis’ AI-powered business transformation solutions. His appointment underscores the firm’s commitment to accelerating growth and innovation in the wealth and asset management ecosystem.
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