LPL Financial has appointed Cheri Belski, formerly of T. Rowe Price, as executive vice president and head of investment management solutions, the firm announced today.
Belski, who served as global head of product at T. Rowe Price, will be responsible for leading key investment efforts, including LPL research, investment products and advisory platforms, as well as its retirement partners business, the announcement said.
Rob Pettman, who previously led LPL's wealth management solutions team, left in April after more than 19 years with the firm to become TIFIN’s chief revenue officer and president.
Belski had been with T Rowe Price for 24 years, according to her LinkedIN page. She was appointed global head of product in November 2021. Prior to that, she was head of retirement, U.S. intermediaries.
Belski, the announcement noted, “will be instrumental in driving strategic objectives and empowering the firm’s 23,000-plus advisors and approximately 1,000 institutions to deliver exceptional advice and run thriving businesses through product differentiation and optionality.” She will be based at LPL’s Fort Mill, S.C., office.
“We are thrilled to welcome Cheri to LPL. Her extensive experience and diverse background — spanning sales, product, client service, distribution and operations — make her the ideal leader to continue to evolve LPL’s investment solutions and innovative services that help advisors meet the increasingly diverse and sophisticated needs of advisors and their clients,” Aneri Jambusaria, managing director of LPL business and wealth solutions, said in a statement.
Belski, she added, “will guide the growth of our flagship Model Wealth Portfolios (MWP) offering, oversee the planned addition of 50 alternative investment products by the end of 2025, and help ensure sustained growth and excellence in all that we offer to advisors.”