As era ends, Bill Morrissey steps down to make way for younger exec who leaves job as UBS's digital guru
Nobody sold more advisors to join a broker-dealer than Morrissey but the post-Mark Casady game has changed, making Rick Steinmeier's hire timely for LPL CEO Dan Arnold
Related Moves
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
LPL Financial
RIA-Friendly Broker-Dealer, RIA Welcoming Breakaways, Advisory Firm
Top Executive: Dan Arnold
