Meet Rich Steinmeier, LPL Financial CEO — Bio + How to Reach Out

Last updated: 2025-12-13

Who is Rich Steinmeier?

Rich Steinmeier is the CEO of LPL Financial, appointed in October 2024. He previously served as the company's Chief Growth Officer since 2018. Steinmeier has held senior leadership roles at UBS Financial and Merrill Lynch, and worked as a consultant for McKinsey & Company.

Rich Steinmeier's Work History

Rich Steinmeier has a strong background in financial services and leadership, with experience at UBS, Merrill Lynch, and McKinsey & Company. He has been with LPL Financial since 2018, focusing on growth and strategy, and became CEO in 2024.

• 2018-08 - 2024-10 - Managing Director, Chief Growth Officer, LPL Financial
• 2012-08 - 2018-08 - Managing Director, Head of Emerging Affluent and the Wealth Advice Center, UBS
• 2009-02 - 2012-08 - Managing Director of Merrill Edge Advisory Center, Merrill Lynch
• 2008-12 - 2009-02 - Managing Director, Merrill Lynch

Rich Steinmeier's Education

Rich Steinmeier earned a B.S. in economics from the Wharton School at the University of Pennsylvania and an M.B.A. from Stanford University as an Arjay Miller Scholar.

• Wharton School, University of Pennsylvania - B.S. in Economics
• Stanford University - MBA in Business

How to Reach Rich Steinmeier?

You can reach Rich Steinmeier at *******@lpl financial.com or by calling +1 **********. To get Rich Steinmeier's contact information and other B2B leads like this, sign up for a free account at Anybody.com.