LPL Financial has named Robert Comfort as executive vice president of business consulting for its institution services division. Comfort and his team will focus on helping the company's 680 bank and credit union clients build, grow and maintain their brokerage, trust and wealth management programs. Previously with Huntington Bank, Comfort led the wealth management business, including personal trust, private banking, broker dealer and RIA. Comfort was named "Executive of the Year" by the Bank Insurance & Securities Association in 2009 and has also been named to the Emeritus Board of the organization.
LPL Financial, with headquarters in Boston, Charlotte, and San Diego, offers comprehensive clearing and compliance services, practice management programs and training, and independent research to over 12,900 financial advisors and approximately 680 financial institutions.
-Please send On The Move items to Kathy Lynch.