People Moves Related to "LPL shares surge on earnings beat; Commonwealth deal, 'tracking towards 90% retention' keeps firm on path to be 'best in wealth management'"
Headline
Publish date
LPL Financial names Rich Steinmeier CEO, effective immediately -- after shares shot up under his stint as interim CEO
Oct 21, 2024Wall 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
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
Jul 7, 2023Holly had bolted LPL for SageView with fanfare but he retained a fanbase back in San Diego which dreamed up a dream job for him