LPL Financial Announces Research Team Appointments

CHARLOTTE, NC, Sept. 27, 2022 (GLOBE NEWSWIRE) — LPL Financial LLC (Nasdaq: LPLA) today announced that the company’s research team has several new appointments. Research Director Marc Zabicki has assumed the role of Chief Investment Officer, responsible for leading a team of experienced analysts who provide in-depth insights, market insights and model management to help advisors run a business. thoughtful and efficient.

Zabicki spent nearly two years leading LPL Research, laying the foundation for building a synergistic team that helped put key research findings into the hands of advisors so they could better navigate the industry. for the benefit of their customers. As Chief Investment Officer, Zabicki will continue to build LPL Research into a premier thought partner for advisors.

“The last two years have been very rewarding,” Zabicki said. “I am delighted to take on the role of Chief Investment Officer while paying tribute to the other members of the team who have guided our advisors through the financial investment landscape. Together, we work to optimize their ability to respond to ever-changing market adjustments. We will continue to focus on our shared strategic priorities so that advisors can make the best decisions for their clients and their businesses.

Additional appointments to the LPL research team include:

Quincy Krosby, who is now chief global strategist and spokesperson for LPL Research on key areas such as global financial markets, with a focus on current conditions affecting the macro environment. Previously, she served as Chief Market Strategist at Prudential Financial and Global Investment Strategist at Deutsche Bank Asset Management. She has also held positions in global capital markets at Credit Suisse and Barings.

Jeff Buchbinder, who is now chief equity strategist and spokesperson for LPL Research on key areas such as corporate earnings/financial conditions and equity market strategy. Jeff is a longtime member of the LPL research team whose previous experience includes positions at Sanford Bernstein and Deutsche Bank.

Other key members of LPL Research include jeffrey roachChief Economist; Laurent GillumFixed Income Strategist; Barry Gilbertasset allocation strategist; Jason HoodieHead of Manager Research and Sustainable Investing; george smith, portfolio strategist; and Thomas Shippquantitative equity analyst.

LPL Research regularly delves into topics such as asset allocation, macroeconomic movements, investment strategies, portfolio management and sustainable investing. On a daily basis, LPL Research provides in-depth analysis containing crucial information and forecasts in areas such as the economy, inflation, stocks and bonds. Insightful commentary is provided in a relevant manner so that clients can understand how market and economic conditions may affect the performance of their investment portfolios.

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Review the latest information and commentary from LPL Research.

About LPL Financial
LPL Financial (Nasdaq: LPLA) was founded on the principle that the business should work for the advisor, not the other way around. Today, LPL is a leader in the markets we serve,* supporting nearly 21,000 financial advisors, approximately 1,100 institutional investment programs and approximately 500 independent RIA firms nationwide. We are unwavering in our commitment to the advisor-centric model and the belief that Americans deserve access to personalized advice from a financial advisor. At LPL, independence means advisors have the freedom they deserve to choose the business model, services and technology resources that allow them to run their practice perfectly. And they have the freedom to manage their relationships with their customers because they know their customers best. Simply put, we take care of our advisors, so they can take care of their clients.

* Best RIA Custodian (Cerulli Associates, 2020 US RIA Marketplace Report); #1 independent brokerage in the United States (based on total revenue, Financial Planning magazine 1996-2022); among third-party providers of brokerage services to banks and credit unions, #1 in growth of financial institutions’ assets under management; No. 1 in financial institution AUM market share; #1 in financial institution revenue market share; #1 in Financial Institutions Market Share; No. 1 on the share of advisors. (Kehrer Bielan Research & Consulting TPM 2021-2022 Annual Report). Fortune 500 in June 2021.

LPL and its affiliates provide financial services only from the United States.

Throughout this communication, the terms “financial advisers” and “advisors” are used to refer to registered representatives and/or representatives of investment advisers affiliated with LPL Financial LLC. We regularly disclose information that may be important to shareholders in the “Investor Relations” or “Press Releases” section of our website.

LPL Financial, member FINRA/SIPC.

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