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LPL cannibalizes executive talent and launches mass-market entity

If anyone can crack the uncrackable low-end market, it's Esther Stearns, analysts and headhunters say

Thursday, April 19, 2012 – 4:35 PM by Brooke Southall
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Mark Casady is taking his most proven talent and giving her a challenge with a potentially momentous payoff.

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Still a $2-billion cash-flow cow, the Swiss bank's 6,000-broker, US-based wirehouse is milking aging broker relationships with aging investors but needs a new kind of human presence, empathy, mindset and smarts to draw in Gen Z.

July 16, 2022 – 1:35 AM

How a white senior vice president at an LPL OSJ came to hire a former black minister as recruiter despite the latter's pledge to make it 'uncomfortable' at times

Rob Sandrew hit it off with Keith L. Frasier, willing to speak up on racial and racial justice issues, who also checks all the boxes for attracting talent and assets at a firm that recruited $2 billion last year

August 19, 2020 – 2:18 AM

His days of playing defense done, Jeff Concepcion pinches pennies then poaches a Fidelity and Schwab veteran to execute grab for next $6 billion of AUA at Stratos

Lou Camacho will pursue goal of $600 million a quarter in new assets on behalf of OSJ that wants much more inorganic growth

October 5, 2018 – 7:40 PM


Mentioned in this article:

LPL Financial
Asset Custodian
Top Executive: Dan Arnold




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