Jared FingeretSVP, Liquidity & Capital at LPL FinancialSpeaker
Profile
Jared Fingeret serves as Senior Vice President of LPL Liquidity & Capital, which addresses advisors' monetization and succession needs. In this role, he is responsible for crafting the strategy and execution of LPL’s proprietary M&A offerings to help financial advisors monetize their business through either a full or partial book sale, transition out of their business, or protect the legacy they’ve built.
With more than a decade of experience in the financial services industry, Fingeret joined LPL Financial in 2022 from HighTower where he served as Director of M&A. He also held previous roles with Focus Financial Partners and Deloitte.
Fingeret is a graduate of Rutgers University with a Bachelor of Science in Finance. He lives in Brooklyn, N.Y. with his wife, two children, and their cat, a Russian Blue, named Boris Ivanovich.
Agenda Sessions
RIA Edge Visionary Fireside Chat: Next Gen-Bridging the gap
, 9:40amView Session