2
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0
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0
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0
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25y
Years active
Portfolio
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T
Board Member
May 2014
The Private Trust Company, N.A. is a financial services company based out of 1422 Euclid Ave, Cleveland, OH, United States.
Chief Information Officer (CIO), UK and Board Member
Feb 2001
At Mercer, A Marsh business, we’re helping our clients realize their investment objectives, shape the future of work, and enhance health and retirement outcomes for their people.
As a business of Marsh, for 80 years, we’ve been helping our clients, colleagues and communities build the confidence to thrive, creating healthier and more sustainable futures.
Together with Marsh Risk, Guy Carpenter, and Oliver Wyman, we help organizations build resilience and competitive advantages from every angle. With annual revenue over $24 billion and more than 90,000 colleagues in 130 countries, Marsh helps build the confidence to thrive through the power of perspective.
Experience · 3 entries
All (3)
Investments (2)
Board (2)
2014
T
Board Member
May 2014
The Private Trust Company, N.A. is a financial services company based out of 1422 Euclid Ave, Cleveland, OH, United States.
2012
Chief Information Officer (CIO) and Managing Director
Dec 2012
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 over 32,000 financial advisors and the wealth management practices of approximately 1,200 financial institutions, servicing and custodying approximately $2.4 trillion in brokerage and advisory assets on behalf of approximately 8 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.
LPL Financial, Member FINRA/SIPC
2001
Chief Information Officer (CIO), UK and Board Member
Feb 2001
At Mercer, A Marsh business, we’re helping our clients realize their investment objectives, shape the future of work, and enhance health and retirement outcomes for their people.
As a business of Marsh, for 80 years, we’ve been helping our clients, colleagues and communities build the confidence to thrive, creating healthier and more sustainable futures.
Together with Marsh Risk, Guy Carpenter, and Oliver Wyman, we help organizations build resilience and competitive advantages from every angle. With annual revenue over $24 billion and more than 90,000 colleagues in 130 countries, Marsh helps build the confidence to thrive through the power of perspective.