Family Office
LPL Financial (LPL)
LPL Financial, founded in 1989 and based in Fort Mill, South Carolina, US, provides an integrated platform of technology, brokerage, and investment advisory services to private and institutional clients. It is owned by LPL Holdings.Marc Zabicki has been the firm’s CIO since September 2022. He joined LPL in 2020 as the …
Decision-makers
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Head of Equity Research & Strategic & Tactical Asset Allocation Committee Member
Thomas Shipp
Head of Equity Research & Strategic & Tactical Asset Allocation Committee Member
Andrew Beatty
Head of OCIO Services
Craig Brown
Head of Quant Strategy & Strategic & Tactical Asset Allocation Committee Member
Jeanna Brandt
Vice President Research Experience
Garrett Fish
Head of Model Portfolio Management & Strategic & Tactical Asset Allocation Committee Member
Jeff Buchbinder
Chief Equity Strategist & Strategic & Tactical Asset Allocation Committee Member
Lawrence Gillum
Chief Fixed Income Strategist, Strategic Asset & Allocation Committee Member & Vice President, Research
Jina Yoon
Chief Alternative Investment Strategist & Strategic & Tactical Asset Allocation Committee Member
Jeffrey Roach
Chief Economist, Strategic & Tactical Asset Allocation Committee Member & Portfolio Manager
Marc Zabicki
Chief Investment Officer, Director of Research & Strategic & Tactical Asset Allocation Committee Chair
Adam Turnquist
Chief Technical Strategist, Research Strategic & Tactical Asset Allocation Committee Member
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