{"id":795211,"date":"2024-12-16T16:11:43","date_gmt":"2024-12-16T21:11:43","guid":{"rendered":"https:\/\/www.marketnewsdesk.com\/index.php\/marc-cohen-promoted-to-managing-director-leads-business-strategy-and-innovation\/"},"modified":"2024-12-16T16:11:43","modified_gmt":"2024-12-16T21:11:43","slug":"marc-cohen-promoted-to-managing-director-leads-business-strategy-and-innovation","status":"publish","type":"post","link":"https:\/\/www.marketnewsdesk.com\/index.php\/marc-cohen-promoted-to-managing-director-leads-business-strategy-and-innovation\/","title":{"rendered":"Marc Cohen Promoted to Managing Director; Leads Business Strategy and Innovation"},"content":{"rendered":"
\n

SAN DIEGO, Dec. 16, 2024 (GLOBE NEWSWIRE) — LPL Financial LLC<\/a> announced today that Marc Cohen has been promoted to managing director, Business Strategy and Innovation, and has joined the LPL Financial Management Committee. In this role, Marc will continue to lead the development of the firm\u2019s corporate strategy and expand his responsibilities to include leading business line and affiliation strategy for independent advisors, large enterprises and institutional channels. In addition, Cohen now leads the company\u2019s business services offerings and innovation lab for emerging solutions.<\/p>\n

\u201cMarc is an entrepreneur by nature whose innovative thinking has helped reimagine the strategic evolution of our firm, including how advisors and institutions scale their businesses with LPL as their partner,\u201d said LPL Financial CEO Rich Steinmeier. \u201cRespected for his stewardship of independence in the advisor-mediated marketplace, Marc\u2019s expertise elevates the experiences we bring to our clients in every stage of their business and strengthens LPL\u2019s leadership in wealth management through differentiated solutions and innovative strategies.\u201d\u00a0\u00a0<\/p>\n

From serving as an architect of many of the highest profile wirehouse breakaways in the industry, to supporting their journey as business owners through strategy development, evolving operational and compliance requirements, succession planning and exit strategies, Cohen has helped countless successful advisors become successful entrepreneurs.<\/p>\n

\u201cMy commitment to this industry and to LPL is grounded in the rewarding work of guiding advisors towards building thriving businesses to achieve their personal definitions of success,\u201d said Cohen. \u201cI\u2019m grateful for the opportunity to continue scaling our strategies and exploring the innovative ways that LPL can better serve our clients to help them embrace their own entrepreneurial opportunities.\u201d<\/p>\n

Cohen joined LPL in 2018 to help lead the firm\u2019s development of new advisor affiliation models, expanding LPL\u2019s attractiveness to wirehouse breakaways and RIAs. From there, his role evolved to run corporate strategy and further develop creative and innovative ways for LPL to partner with advisors throughout their lifecycle, including the firm\u2019s Liquidity & Succession offering.<\/p>\n

\n
\n About LPL Financial<\/u>
\n <\/strong>\n <\/p>\n

LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace, LPL supports more than 28,000 financial advisors and the wealth management practices of approximately 1,200 financial institutions, servicing and custodying approximately $1.7 trillion in brokerage and advisory assets on behalf of approximately 6 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com<\/a>.<\/p>\n

\n Securities and Advisory services offered through LPL Financial LLC (\u201cLPL Financial\u201d), a registered investment advisor. Member FINRA\/SIPC. <\/strong>\n <\/p>\n

LPL Financial and its affiliated companies provide financial services only from the United States.<\/p>\n

Throughout this communication, the terms \u201cfinancial advisors\u201d and \u201cadvisors\u201d are used to refer to registered representatives and\/or investment advisor representatives affiliated with LPL Financial.<\/p>\n

We routinely disclose information that may be important to shareholders in the \u201cInvestor Relations<\/a>\u201d or \u201cPress Releases\u201d<\/a> section of our website.\u00a0<\/p>\n

\n
\n Media Contact:<\/u>
\n <\/strong>\u00a0
Media.relations@LPLFinancial.com<\/a>\u00a0
(402) 740-2047\u00a0<\/p>\n

\"\"
\n
\n \"\"\n <\/div>\n

<\/div>\n","protected":false},"excerpt":{"rendered":"

SAN DIEGO, Dec. 16, 2024 (GLOBE NEWSWIRE) — LPL Financial LLC announced today that Marc Cohen has been promoted to managing director, Business Strategy and Innovation, and has joined the LPL Financial Management Committee. In this role, Marc will continue to lead the development of the firm\u2019s corporate strategy and expand his responsibilities to include leading business line and affiliation strategy for independent advisors, large enterprises and institutional channels. In addition, Cohen now leads the company\u2019s business services offerings and innovation lab for emerging solutions. \u201cMarc is an entrepreneur by nature whose innovative thinking has helped reimagine the strategic evolution of our firm, including how advisors and institutions scale their businesses with LPL as their partner,\u201d said LPL Financial CEO … <\/p>\n

Continue reading “Marc Cohen Promoted to Managing Director; Leads Business Strategy and Innovation”<\/span><\/a><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[],"tags":[],"class_list":["post-795211","post","type-post","status-publish","format-standard","hentry"],"yoast_head":"\nMarc Cohen Promoted to Managing Director; Leads Business Strategy and Innovation - Market Newsdesk<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.marketnewsdesk.com\/index.php\/marc-cohen-promoted-to-managing-director-leads-business-strategy-and-innovation\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Marc Cohen Promoted to Managing Director; Leads Business Strategy and Innovation - Market Newsdesk\" \/>\n<meta property=\"og:description\" content=\"SAN DIEGO, Dec. 16, 2024 (GLOBE NEWSWIRE) — LPL Financial LLC announced today that Marc Cohen has been promoted to managing director, Business Strategy and Innovation, and has joined the LPL Financial Management Committee. In this role, Marc will continue to lead the development of the firm\u2019s corporate strategy and expand his responsibilities to include leading business line and affiliation strategy for independent advisors, large enterprises and institutional channels. 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