Meet Rich Steinmeier, LPL Financial CEO

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.