LPL poaches E*TRADE's CFO and turnaround specialist as its chief financial officer
Matthew Audette, 41, is moving from New York to San Diego and will begin his new job in late September
Related Moves
Mark Casady is under the gun to spend his SPAC's $200 million of cash to avoid October deadline but a recent SEC filing sounds an ominous note after CEO departs
Lefteris reports that Jon Isaacson is taking over as CEO from Karl Roessner, the 'natural choice' to make a deal, according to Casady, though it's down to a few weeks
September 29, 2022 at 1:24 AM
How a white senior vice president at an LPL OSJ came to hire a former black minister as recruiter despite the latter's pledge to make it 'uncomfortable' at times
Rob Sandrew hit it off with Keith L. Frasier, willing to speak up on racial and racial justice issues, who also checks all the boxes for attracting talent and assets at a firm that recruited $2 billion last year
August 19, 2020 at 2:18 AM
His days of playing defense done, Jeff Concepcion pinches pennies then poaches a Fidelity and Schwab veteran to execute grab for next $6 billion of AUA at Stratos
Lou Camacho will pursue goal of $600 million a quarter in new assets on behalf of OSJ that wants much more inorganic growth
October 5, 2018 at 7:40 PM
LPL Financial
RIA-Friendly Broker-Dealer, RIA Welcoming Breakaways, Advisory Firm
Top Executive: Dan Arnold
brooke southall
Steve Winks of SrConsultant.com sent along this comment while our comment section was down yesterday:
The question in achieving scale in advisory services is will Matt Audette be given the latitude to execute, not from Mark Casaday but from brokers/advisors in the field who resist chance even for the better. Remember RBC Dain hired one guy with no support as a means to address their capabilities in advisory services. He lasted 9 months.
