Certuity Names Scott Welch as Chief Investment Officer [Yahoo! Finance]
LPL Financial Holdings Inc. (LPLA)
Last lpl financial holdings inc. earnings: 4/30 04:05 pm
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Source: Yahoo! Finance
Welch brings more than 25 years of investment experience to his role, most recently as a member of the WisdomTree Asset Allocation and Investment Committees and Chief Investment Officer of their model portfolios. Prior to WisdomTree, Mr. Welch served as Chief Investment Officer of Dynasty Financial Partners, as well as Co-Founder and Chief Investment Officer of Fortigent, LLC, a provider of outsourced investment research, technology, and practice management solutions to RIAs and banks that was purchased by LPL Financial. Before joining Fortigent and its predecessor RIA in 1998, Mr. Welch spent more than 12 years on Wall Street. "Scott brings an extraordinary depth of expertise in investments, and we couldn't be more excited to welcome him to the Certuity team," said Mr. Rich Bursek, President of Certuity. "I am honored to join a firm that is so dedicated to providing its clients with truly comprehensive investment solutions that are in their best interests," Mr. Welch said. "The
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LPLA
News
- LPL Financial Holdings Inc. (NASDAQ: LPLA) had its price target lowered by analysts at Citigroup Inc. from $325.00 to $285.00. They now have a "buy" rating on the stock.MarketBeat
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LPLA
Earnings
- 7/25/24 - Beat
LPLA
Sec Filings
- 9/16/24 - Form 4
- 8/27/24 - Form 4
- 8/27/24 - Form 4
- LPLA's page on the SEC website