PiiQ

Fractional Head of Marketing + Communications · 2025–Present

PiiQ is an AI-native platform helping financial advisory firms use AI securely while protecting sensitive client data. I lead positioning, go-to-market strategy, marketing, and communications, working with the founder and product team to translate complex ideas across AI, privacy, security, financial services, and regulation into clear, differentiated market messaging.

My work spans brand strategy, product positioning, business development, partnerships, executive communications, thought leadership, PR, and sales enablement. I shape the company’s value proposition and narrative across customer, investor, partner, and media audiences, develop partnership and sales materials, and help bring new product capabilities to market. The role brings together strategy, storytelling, and commercialization, with a focus on making complex technology understandable, credible, and relevant to the firms and leaders adopting it.

MEDIA + COMMUNICATIONS

“Waiting for a regulation with ‘AI’ in the title is not a strategy.” — Edward Robertson

PiiQ founder Edward Robertson was featured in ThinkAdvisor on the compliance risks emerging as financial advisory firms adopt AI, including Regulation S-P, client-data protection, and the risks created when AI capabilities are added to existing technology.