Lincoln Financial hires industry veteran Tom Morelli as Vice President, Investment Distribution
Lincoln Financial (NYSE: LNC) has appointed Tom Morelli as Vice President, Investment Distribution. Morelli, who previously served as Head of Wealth Management at T. Rowe Price, brings over 25 years of experience in investment distribution. In his new role, he will support the distribution of Lincoln's portfolio of more than 100 sub-advised variable insurance funds, mutual funds, model portfolios, and other investment solutions. At T. Rowe Price, Morelli led significant growth in sales and assets across various product categories. He will report to John Kennedy, Executive Vice President, Chief Distribution and Brand Officer.
Lincoln Financial (NYSE: LNC) ha nominato Tom Morelli come Vice Presidente della Distribuzione degli Investimenti. Morelli, che in precedenza ha ricoperto il ruolo di Responsabile della Gestione Patrimoniale presso T. Rowe Price, porta con sé oltre 25 anni di esperienza nella distribuzione di investimenti. Nel suo nuovo ruolo, supporterà la distribuzione del portafoglio di Lincoln composto da oltre 100 fondi assicurativi variabili sottogestiti, fondi comuni, portafogli modello e altre soluzioni d'investimento. Presso T. Rowe Price, Morelli ha guidato una significativa crescita nelle vendite e negli attivi in diverse categorie di prodotto. Riporterà a John Kennedy, Vice Presidente Esecutivo e Direttore della Distribuzione e del Marchio.
Lincoln Financial (NYSE: LNC) ha nombrado a Tom Morelli como Vicepresidente de Distribución de Inversiones. Morelli, quien anteriormente se desempeñó como Jefe de Gestión de Patrimonio en T. Rowe Price, aporta más de 25 años de experiencia en la distribución de inversiones. En su nuevo rol, apoyará la distribución del portafolio de Lincoln que incluye más de 100 fondos de seguros variables asesorados, fondos mutuos, carteras modelo y otras soluciones de inversión. En T. Rowe Price, Morelli lideró un crecimiento significativo en ventas y activos en diversas categorías de productos. Reportará a John Kennedy, Vicepresidente Ejecutivo y Director de Distribución y Marca.
링컨 파이낸셜 (NYSE: LNC)이 톰 모렐리를 투자 배급 부사장으로 임명했습니다. 모렐리는 이전에 T. 로우 프라이스에서 자산 관리 책임자로 재직하며 25년 이상의 투자 배급 경험을 가지고 있습니다. 새로운 역할에서 그는 링컨의 100개 이상의 서브 어드바이저 변동 보험 기금, 뮤추얼 펀드, 모델 포트폴리오 및 기타 투자 솔루션 포트폴리오의 배급을 지원할 것입니다. T. 로우 프라이스에서 모렐리는 다양한 제품 카테고리에서 판매 및 자산의 상당한 성장을 이끌었습니다. 그는 존 케네디에게 보고할 것입니다. 이사 부사장 겸 수석 배급 및 브랜드 책임자에게.
Lincoln Financial (NYSE : LNC) a nommé Tom Morelli Vice-président de la Distribution des Investissements. Morelli, qui occupait auparavant le poste de Responsable de la Gestion de Fortune chez T. Rowe Price, apporte plus de 25 ans d'expérience dans la distribution d'investissements. Dans son nouveau rôle, il soutiendra la distribution du portefeuille de Lincoln comprenant plus de 100 fonds d'assurance variables sous-conseillés, fonds communs, portefeuilles modèles et autres solutions d'investissement. Chez T. Rowe Price, Morelli a dirigé une croissance significative des ventes et des actifs dans différentes catégories de produits. Il rendra compte à John Kennedy, Vice-Président Exécutif et Responsable de la Distribution et de la Marque.
Lincoln Financial (NYSE: LNC) hat Tom Morelli zum Vizepräsidenten für Investmentvertrieb ernannt. Morelli, der zuvor als Leiter des Wealth Management bei T. Rowe Price tätig war, bringt über 25 Jahre Erfahrung im Investmentvertrieb mit. In seiner neuen Rolle wird er den Vertrieb des Portfolios von Lincoln unterstützen, das mehr als 100 unterberatung von variablen Versicherungsfonds, Investmentfonds, Modellportfolios und anderen Investmentlösungen umfasst. Bei T. Rowe Price leitete Morelli ein signifikantes Wachstum im Vertrieb und den Vermögenswerten in verschiedenen Produktkategorien. Er wird an John Kennedy, Executive Vice President und Chief Distribution and Brand Officer, berichten.
- Strategic hire brings 25+ years of industry experience
- Proven track record of increasing sales and assets at T. Rowe Price
- Will oversee distribution of 100+ investment products
- None.
Tom Morelli, Source: Lincoln Financial
Morelli will focus on supporting the distribution of Lincoln’s suite of more than 100 sub-advised variable insurance funds, mutual funds, model portfolios and other investment solutions, reporting to John Kennedy, Executive Vice President, Chief Distribution and Brand Officer.
Prior to joining
“Distribution is a well-known competitive advantage for
About Lincoln Financial
Lincoln Financial helps people confidently plan for their vision of a successful financial future. As of December 31, 2023, approximately 17 million customers trust our guidance and solutions across four core businesses – annuities, life insurance, group protection, and retirement plan services. As of September 30, 2024, the company had
LCN-7441155-121324
Lincoln Financial is the marketing name for Lincoln National Corporation and its affiliates. Affiliates are separately responsible for their own financial and contractual obligations.
Affiliates include broker-dealer/distributor Lincoln Financial Distributors, Inc.,
The Lincoln National Life Insurance Company does not solicit business in the state of
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Allyson Vento
allyson.vento@lfg.com
(917)715-6949
Source: Lincoln Financial
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