Contact Recruitment (888) 250-2420
The LPL Financial Research Team
LPL Financial Research is comprised of more than 30 seasoned and accomplished industry veterans, making it the largest and most experienced research group among independent brokerage firms:- 11 team members have earned CFA or CFP charters
- 5 are CFA candidates
- 16 hold graduate degrees
- On average, team members possess 11 years of industry experience.
Meet LPL Financial Chief Investment Officer Lincoln Anderson
From the Reagan years to present, Lincoln Anderson has provided in-depth research and guidance on the global economy, financial markets and guidance on asset allocation; all focused on the advisor needs for market insight and intelligence. A frequently cited and widely-recognized economist, Lincoln served with President Reagan’s Council of Economic Advisors, and also held the positions of Economist at Bear Stearns & Co. and Director of Economic and Sector Research at Fidelity Investments.
Lincoln is often featured on Bloomberg and CNBC broadcasts and is regularly cited and published in industry publications.
Meet LPL Financial Managing Director of Research Burt White
Burt White serves as the firm's Director of Research. Burt's primary role is to provide the strategic guidance for the Research Department. The role includes setting the vision and assuring integrity for the firm's pursuit of conflict-free, objective investment advice. He directs a team of more than 30 analysts and investment professionals providing in-depth research on the global economy and markets, portfolio optimization, mutual funds, separate accounts, fixed income, alternative investments, financial planning and portfolio overlay management.
Prior to joining LPL Financial, Burt served as a Managing Director and Director of Research for Wachovia Securities for 10 years. Prior to that assignment, Burt provided investment advice to institutional clients through his role as an Investment Analyst for Mercer Investment Consulting. Burt started his career on the buy-side of the business as a Research Analyst for Thompson, Siegel and Walmsley, a value-oriented asset manager based in Richmond, Virginia.
Burt received his BBA from the College of William and Mary. He currently holds Series 7, 24, and 65 licenses.
Meet LPL Financial Chief Market Strategist Jeffrey Kleintop
Jeffrey leads the development and articulation of LPL Financial Research’s market and investment strategies, leveraging his expertise in the analysis of global financial markets and asset allocation strategy.
Prior to joining LPL Financial, he served as Chief Investment Strategist of PNC Wealth Management and Institutional Investments, a member of the PNC Financial Services Group, guiding the investment of assets totaling approximately $50 billion. He also served as Vice-Chairman of the Investment Policy Committee and co-manager of the core, growth and value model portfolios of large capitalization US stocks.
The LPL Financial Research team focuses on areas where it can add the most value to advisors.
This facilitates delivery of a comprehensive research product that meets advisors’ needs for a broad range of information and strategic services. Team members’ expertise includes:
- Asset allocation modeling
- Asset class and sector research
- Capital markets analysis
- Economic analysis
- Investment manager evaluation, recommendations and ongoing due diligence
- Overlay services
- Portfolio modeling
Contact Recruitment (888) 250-2420
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