Press

LPL Financial expands leadership team with addition of senior client experience executives

Tim Checko and Cory Triolo will focus on developing world-class products and experiences for advisors and institutions

BOSTON, MA (January 24, 2023) — LPL Financial LLC announced today that two seasoned executives have joined the firm’s expanding Investor and Investment Solutions leadership team. Cory Triolo joins as Executive Vice President, User Experience & Research and Tim Checko joins as Executive Vice President, Advisor Experience. Their combined expertise in developing exceptional client experiences complements LPL’s goal of helping advisors and institutions run thriving businesses.

“LPL is continuing to develop a world-class, client-centered platform that equips advisors and institutions with differentiated capabilities to serve their clients at scale, while continuing to manage and grow their business,” said LPL Managing Director and Chief Product Officer Kabir Sethi. “Cory’s track record of building successful platforms across digital banking and wealth management combined with Tim’s expertise delivering products and experiences across wealth management and consumer banking will help LPL continue to deliver innovative advisor and end-client experiences.”

In Triolo’s new role, he’ll lead the design of web-based and mobile applications used by financial advisors, institutional program managers and end investors with an emphasis on intuitive design, ease of use and accessibility.

Checko will guide the development and operational management of technology and investment products and solutions designed to help LPL advisors and institutions more efficiently serve their clients, and setting the strategy for investments in functional enhancements and new capabilities.

Triolo most recently headed up the Digital Client Experience at Bank of America and Checko joins LPL from Merrill Lynch, where he served as Managing Director of Advisor Platforms and oversaw the creation of products and experiences.


About LPL Financial

LPL Financial is a leader in the retail financial advice market and the nation’s largest independent broker-dealer. LPL serves independent financial advisors, professionals and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables them to provide objective guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions. (†Based on total revenues, Financial Planning magazine, June 1996-2020)

Contacts

Media Contact
Tonée Picard
831.477.8525 | tpicard@bayfed.com

More News