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

Wells Fargo: A Look at the New Leadership

Aug 23, 2024

Wells Fargo has been actively reshuffling its leadership team in recent months, marking significant moves across its executive ranks as the company aims to enhance its strategic direction amid ongoing regulatory challenges and market pressures. Recent Executive Hires...

JPMorgan Chase: Strategic Moves and Industry Implications

Aug 23, 2024

In 2024, JPMorgan Chase, the largest bank in the United States with global operations spanning over 100 countries, has made significant executive hires and leadership changes. These moves are strategically designed to position the bank as a leader in technological...

TD Bank Group Announces Senior Executive Team Appointments

Mar 10, 2023

TORONTO, March 9, 2023 /CNW/ - TD Bank Group (TD) today announced the following appointments to reflect the expanded mandates of two Senior Executive Team (SET) members. Barbara Hooper will become Group Head, Canadian Business Banking, TD Bank Group, effective May 1,...

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About

David McInnis

President & Founding Partner

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.