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Lincoln Investment Planning

2 followers

‌

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

Industries

Headquarters

Wyncote, United States

Employees

Links

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CEO & President

Ed Forst

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EVP & COO

Diane M. Mccarthy

CFO & EVP

EVP & Chief Information Officer

Maureen Mattson

Chief Compliance Officer

Kevin O’leary

EVP & Chief Growth Officer

SVP, Human Resources

Svp, Sales Management

Senior Vice President Investment Management & Research

Joanne McKelvey

Vice President, Product And Platform Management

Vice President, Chief Of Staff

Teams

Operations and Support

19 members

Leadership Team

15 members

Sales and Marketing

16 members

Technology and Development

13 members

Human Resources and Recruitment

9 members

Investment and Trading

7 members

Offices

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