AI, Advisor Responsibility, and Client Data Safety with Lindsay Evans & Jesse Rosato (Ep. 22)
AI is changing how financial professionals work, but faster tools also raise new questions.
How can advisors use AI while keeping judgment, review, and client care at the center?
In this episode, Andrew Evans and Lindsay Evans welcome Jesse Rosato, Chief Technology Officer at Nitrogen, for a conversation about AI, advisor workflows, data protection, and human review. Jesse explains why context matters more than clever prompts, how AI differs from traditional software, and why advisors remain responsible for client-facing work, even when AI helps speed up the process.
Jesse covers:
- Why AI feels exciting for builders who want technology to solve real client and workflow problems
- How consistent software outputs still matter when advisors rely on charts, analysis, and reports
- Why generative AI can give different answers from the same prompt, even with the same context
- How human review, testing, and ground truth help make AI output more useful for advisor teams
- Why advisors remain responsible for client-facing work, even when AI supports the process
- And more!
Connect with Rossby Financial:
- (321) 209-0111
- Website: Rossby Financial
- Website: R Office
- LinkedIn: Rossby Financial
- Instagram: @rossby_wealth
Connect with Andrew Evans:
Connect with Lindsay Grace Evans:
Connect with Jesse Rosato:
About our Guest:
Jesse Rosato is the Chief Technology Officer at Nitrogen, a leading wealth-technology platform powering tens of billions in assets for financial advisors. Over the past decade, he has led Nitrogen’s evolution from a seed-stage startup into a private-equity-backed industry leader, overseeing engineering, data, and AI strategy.
As CTO, Jesse spearheads Nitrogen’s AI transformation, embedding generative intelligence across both the company’s product and its internal engineering operations. Under his leadership, Nitrogen has cut development costs by 50% while improving customer NPS 17×, built an agentic-AI productivity framework adopted across engineering, and launched AI-powered products that help advisors prepare for client meetings, analyze portfolios, and extract insights from complex financial documents.
Recognized as one of the wealth-tech sector’s most forward-thinking engineering leaders, Jesse blends deep technical expertise with organizational design and product strategy. He is a frequent speaker on topics spanning AI transformation, engineering productivity, and the future of intelligent financial systems.
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