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People Moves Related to "As era ends, Bill Morrissey steps down to make way for younger exec who leaves job as UBS's digital guru"


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LPL Financial names Rich Steinmeier CEO, effective immediately -- after shares shot up under his stint as interim CEO

Wall Street analysts publicly endorsed the 50 year-old executive; LPL chief financial officer Matt Audette passed over for CEO, but he rises to president while maintaining his CFO title

October 21, 2024 at 9:15 PM

Rich Steinmeier power poaches Jeremy Holly, who returns to LPL as EVP to head Dan Arnold-directed 'liquidity' project to buy -- but not hold -- LPL firms

Holly had bolted LPL for SageView with fanfare but he retained a fanbase back in San Diego which dreamed up a dream job for him

July 7, 2023 at 9:36 PM

Bill Morrissey lands as president of Park Avenue Securities signalling parent Guardian Life Insurance may roll the dice on expansion and evolution

The LPL recruiting and development legend may get a mandate to charge up the insurer's middlebrow broker-dealer

May 22, 2020 at 1:13 AM

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