Kabir Sethi

Kabir Sethi is managing director and Chief Product Officer for LPL Financial. He is responsible for LPL’s technology platforms and wealth management offerings, ensuring the delivery of innovative products to advisors and clients.

In this role, he provides strategic leadership and direction to the Wealth Management Solutions, Investment Research, Investor Product Experience, Advisor Technology Products, and Data and Analytics teams, who are focused on delivering world-class wealth solutions and digital capabilities for our advisors, to enable them to continue driving growth and productivity in all areas of their businesses.

Prior to joining LPL, Mr. Sethi spent 18 years at Merrill Lynch, at which he held several leadership positions, including managing director in Bank of America’s Global Wealth & Investment Management division. He also served as head of Digital for Merrill Lynch Wealth Management, and was responsible for Merrill’s digital platforms, including the financial advisor experience, wealth planning, and social media.

He has extensive experience with digital strategy and innovation, as well as client-facing online and mobile platforms, financial advisor workstations, CRM platform, social media capabilities and client-advisor collaboration. Mr. Sethi earned a Bachelor of Economics from St. Stephen’s College at Delhi University, a Master of Business Administration from Indian Institute of Management Ahmedabad, and a Master of International Business from Columbia University.