LPL Financial appoints new head of Model Portfolio Management

Dec 14, 2022

LPL Financial (NASDAQ:LPLA) appoints Garrett Fish as Senior Vice President and head of Model Portfolio Management to the firm’s Investment Research team. In this newly created role, Fish will lead LPL’s investment model portfolio function, leveraging his years of active portfolio management experience to guide the firm’s model management which includes directing the investment process, communicating with advisors. He will also sit on the firm’s Strategic & Tactical Asset Allocation Committee,…

Read more from the source SeekingAlpha: LPL Financial appoints new head of Model Portfolio Management, Published by: Deepa Sarvaiya

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David has two decades of global recruitment experience and is Founding Partner of Willard Powell. Prior to founding Willard Powell, David worked with Leathwaite International, a global executive search firm. Before his employment with Leathwaite, David worked for Wachovia Securities (now Wells Fargo Securities) supporting the firm’s Investment Banking & Capital Markets Technology group. David is a graduate of Lasell College in Newton, MA, where he received a Bachelor of Science in Business Management with a concentration in Management Information Systems. David also serves as a Trustee on Lasell’s Board.