Pricing

Lincoln Investment Planning

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Full-service broker-dealer and registered investment advisor, serving over 235,000 investors, representing over $23 billion in assets.

Industries

Finance

Headquarters

Wyncote, United States

Employees

501-1,000

Links

Org chart

Ed Forst

CEO & President

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Kathy Leckey

EVP & COO

Diane M. Mccarthy

CFO & EVP

Maureen Mattson

Chief Compliance Officer

Kevin O’leary

EVP & Chief Growth Officer

Steven Flax

SVP, Human Resources

Steve Mayhew

Senior Vice President Investment Management & Research

Joanne McKelvey

Vice President, Product And Platform Management

Mike Harm

Vice President, Head Of Digital Workplace

Kerrie Whelan

Vp, Technology

Rushi Patel

Chief Architect

Raymond Spinelli

Regional Vice President

Teams

+14

Operations and Support

18 people · 0 jobs

+10

Leadership Team

14 people · 0 jobs

+12

Sales and Marketing

16 people · 0 jobs

Technology and Development

13 people · 0 jobs

Human Resources and Recruitment

9 people · 0 jobs

Investment and Trading

6 people · 0 jobs

Offices

HQ
54 people · 0 jobs
CM
+50

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