LPL Financial is a leader in the retail financial advice market and the nation’s largest independent broker/dealer. LPL serves independent financial advisors and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. 

Finance

LPL Financial

LPL Financial's headquarters in Boston, MA, United States

Rich Steinmeier

Matthew Audette

Christa Carone

Marc Cohen

Adam Davidson

Matthew Morningstar

Greg Gates

Roger Sims

Megan Demonte

Gray Nelson

Aaron Steinberg

Katie Zollinger

Nick Agostinacchio

Matthew K. Enyedi

Emily Field

Aneri Jambusaria

James S. Putnam

Somesh Khanna

William F. Glavin

Anne M. Mulcahy

Edward C. Bernard

Paulett Eberhart

Richard P. Schifter

Allison H. Mnookin

Corey E. Thomas

Albert J. Ko

The Leadership Team at LPL Financial is responsible for guiding the strategic direction and overall operations of the company. Comprising senior executives from various functional areas, the team collaborates on critical decision-making processes, fosters innovation, ensures compliance, and drives the execution of growth initiatives tailored to enhance the client and advisor experience in the retail financial advice market. Their leadership is crucial in maintaining LPL's position as a market leader and facilitating the development of cutting-edge solutions for financial advisors.

Leadership Team

The Software Development and Engineering team at LPL Financial is responsible for designing, building, and maintaining innovative technology solutions that support independent financial advisors and institutions. This team, which includes software engineers, DevOps specialists, and UX designers, focuses on creating reliable, user-friendly applications that enhance client services and operational efficiency, while ensuring robust testing and compliance within the fast-paced financial industry.

Software Development and Engineering

The Technology Operations and Support team at LPL Financial ensures the reliable functioning of technological services and infrastructure crucial for supporting the firm's independent financial advisors and institutions. This team focuses on integrating quality assurance processes, managing software development support, and overseeing digital operations through automation and resiliency strategies. By leveraging cloud architecture and network security expertise, they aim to enhance operational efficiency and provide seamless technology solutions for all stakeholders.

Technology Operations and Support

The Data Science and Analytics team at LPL Financial leverages advanced analytical techniques and data-driven insights to enhance decision-making, optimize operations, and improve client services. This multidisciplinary team, consisting of data scientists, analysts, and technology experts, collaborates across departments to develop predictive models and analytical tools that drive strategic initiatives, foster innovation, and support independent financial advisors in growing their practices.

Data Science and Analytics

The Human Resources and Talent Management team at LPL Financial plays a critical role in attracting, developing, and retaining top talent to support the company's growth in the retail financial advice market. This team oversees recruitment strategies, employee onboarding, and learning and development initiatives, while also fostering a positive workplace culture. Their efforts ensure that financial advisors and institutions have access to the skilled professionals necessary for success in a dynamic industry.

Human Resources and Talent Management

The Marketing and Communications team at LPL Financial is responsible for developing and executing strategic marketing initiatives that enhance brand visibility and support the growth of independent financial advisors. This includes overseeing email marketing campaigns, leveraging intelligent automation, managing public relations, and providing marketing consulting services. The team collaborates closely to ensure cohesive communication across all channels, driving engagement and reinforcing LPL's position as a leader in the financial advice market.

Marketing and Communications

LPL Financial

Org chart

Board & advisors

Teams

Leadership Team

Software Development and Engineering

Technology Operations and Support

Data Science and Analytics

Human Resources and Talent Management

Marketing and Communications

Offices

LPL Financial

Org chart

Board & advisors

Teams

Leadership Team

Software Development and Engineering

Technology Operations and Support

Data Science and Analytics

Human Resources and Talent Management

Marketing and Communications

Offices

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