The Depository Trust & Clearing Corporation (DTCC) today announced the appointment of Talia Klein as Managing Director and Head of DTCC’s Wealth Management Services.

She will report to Brian Steele, Managing Director, President, Clearing & Securities Services at DTCC.

Klein will oversee the firm’s Wealth Management Services organization, with responsibility for DTCC’s Mutual Fund offerings, Insurance and Retirement Services and Alternative Investment Products. As a member of DTCC’s Clearing & Securities Services management team, she will play a pivotal role in driving the centralization and automation of processing and information services to mitigate risk, reduce cost and deliver greater operational efficiencies to the firm’s clients and across the industry.

For over a decade, Klein has developed innovative solutions that meet the evolving needs of wealth managers and institutional investors. Prior to DTCC, she served as BNY’s Head of Tokenization where she spearheaded the development of the firm’s digital asset product suite, including the launch of the Digital Asset Custody platform. Prior to BNY, Klein held several product management roles at JPMorgan Chase and at blockchain startup, Digital Asset Holdings, where she developed market-leading collateral management systems using blockchain technology.

“It is an honor to join DTCC and lead the Wealth Management Services organization,” said Klein. “As the wealth industry continues to evolve, I look forward to focusing on supporting our clients to address their dynamic needs. The wealth industry is changing, due to demographics, democratization, and a broadening of the asset classes requiring support. Together, we will build solutions that deliver for this expanding opportunity globally.”