LPL Financial LLC, the nation’s largest independent broker-dealer, announced the addition of two executives to the firm’s “investor and investment solutions leadership team.“
Cory Triolo joins as executive vice president, user experience & research and Tim Checko joins as executive vice president, advisor experience.
“LPL is continuing to develop a world-class, client-centered platform that equips advisors and institutions with differentiated capabilities to serve their clients at scale, while continuing to manage and grow their business,” said LPL managing director and chief product officer, Kabir Sethi. “Cory’s track record of building successful platforms across digital banking and wealth management combined with Tim’s expertise delivering products and experiences across wealth management and consumer banking will help LPL continue to deliver innovative advisor and end-client experiences.”
In Triolo’s new role, he’ll lead the design of web-based and mobile applications used by financial advisors, institutional program managers and end investors with an emphasis on intuitive design, ease of use and accessibility.
Checko will guide the development and operational management of technology and investment products and solutions designed to help LPL advisors and institutions more efficiently serve their clients and setting the strategy for investments in functional enhancements and new capabilities.
Triolo most recently headed up the digital client experience at Bank of America and Checko joins LPL after more than 15 years at Merrill Lynch, where he served as managing director of advisor platforms and oversaw the creation of products and experiences.
LPL supports more than 21,000 financial advisors, 1,100 institution-based investment programs and 500 independent RIA firms nationwide.
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