Home News LPL Financial Names Executive Vice President and Chief Investment Strategist

LPL Financial Names Executive Vice President and Chief Investment Strategist

LPL Financial LLC, the nation’s largest retail investment advisory firm and independent broker-dealer, has hired John Lynch as executive vice president and chief investment strategist.

In his role, Lynch leads the LPL investment research team, which consists of 12 analysts. He is responsible for economic and market analysis, investment strategy, asset allocation, portfolio management and communicating with advisors, investors and the media.

“John’s addition to LPL is a tremendous asset to the firm,” said Burt White, managing director of investor and investment solutions and chief investment officer of LPL Financial. “John is an industry expert who brings the value of research to life. With his expertise, we are looking forward to the continuation of objective research that helps our advisors manage and grow their practices.”

Lynch has more than 30 years of experience in the financial services industry. He joins LPL from Wells Fargo Private Bank, where he most recently served as senior vice president and chief investment officer for the Mid-Atlantic region.

Prior to this, he held roles that included chief equity strategist with Wells Fargo Asset Management and chief market analyst for Wachovia and Evergreen Investments.

Lynch holds a bachelor’s degree from Villanova University and a master’s degree in finance from The College of William and Mary. He is FINRA Series 7, 24 and 66 licensed and is registered through LPL Financial.

LPL Financial LLC is a wholly owned subsidiary of LPL Financial Holdings Inc. (NASDAQ: LPLA) and oversees approximately $551 billion in brokerage and advisory assets as of Aug. 31, 2017. The company provides proprietary technology, comprehensive clearing and compliance services, practice management programs and training, and independent research to more than 14,000 financial advisors and 700 financial institutions. As of June 30, 2017, financial advisors associated with LPL served more than 4 million client accounts across the U.S. as well as an estimated 46,000 retirement plans with an estimated $138 billion in retirement plan assets.

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