Close Close
Popular Financial Topics Discover relevant content from across the suite of ALM legal publications From the Industry More content from ThinkAdvisor and select sponsors Investment Advisor Issue Gallery Read digital editions of Investment Advisor Magazine Tax Facts Get clear, current, and reliable answers to pressing tax questions
Luminaries Awards
ThinkAdvisor
X
Your article was successfully shared with the contacts you provided.

Longtime Wells Fargo executive Katelyn Shackleton has joined LPL Financial as executive vice president, Corporate Strategy and New Ventures, the broker-dealer said Wednesday. She will report to Rich Steinmeier, LPL managing director and divisional president of business development.

Shackleton spent nearly eight years at Wells Fargo (2014-2022). Before that, she held positions at Goldman Sachs (2012-2014), JP Morgan Chase (2011-2012) and Morgan Stanley (2006-2011), according to her LinkedIn profile.

“Katelyn is a veteran leader and strategist with a focus on expanding market share, maintaining client retention and developing multi-year business strategies. She has a profound understanding of our industry and its key stakeholders, and experience managing multiple global teams,” Steinmeier said in a statement.

“As the finance landscape is constantly changing, LPL leadership continues to ride this wave of change by evolving our teams to best meet the needs of our advisors and clients. We are confident Katelyn’s expertise will help fast-track our growth and enrich our industry-leading reputation. We are thrilled to welcome her on board,” he said.

Prior to joining LPL, she led business management for the chief administrative office at Wells Fargo, where she also held various enterprise leadership and strategy positions. Shackleton also served as president of Wells Fargo’s cross-enterprise generational diversity networking organization and sat on diversity and inclusion councils, LPL said.

“It is an absolute honor to join LPL in this movement to transform the financial services industry,” Shackleton said. “In a time where personalized financial advice is in higher demand than ever, LPL has done an excellent job of developing its technological capabilities and delivering top-notch services. I am eager to work with our strategy and ventures teams and build on our culture that connects strategy with execution.”


NOT FOR REPRINT

© 2024 ALM Global, LLC, All Rights Reserved. Request academic re-use from www.copyright.com. All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.