Cheri Belski Joins LPL Financial as Head of Investment Management Solutions
LPL Financial has announced the appointment of Cheri Belski as executive vice president and head of investment management solutions. With over 25 years of experience, Belski will lead key investment efforts, including LPL Research, Investment Products and Advisory Platforms, and LPL's Retirement Partners business. She will play a important role in driving strategic objectives and empowering LPL's 23,000+ advisors and approximately 1,000 institutions.
At Focus 2024, LPL highlighted new products under Belski's purview, including:
- Eight of the top ten ETF providers at no transaction charge
- 200 new SMAs for the Model Wealth Portfolios (MWP) platform
- 12 new alternative strategies, with plans to add 50 more by the end of 2025
These initiatives aim to meet the expanding needs of American investors and provide advisors with more sophisticated and customizable options.
LPL Financial ha annunciato la nomina di Cheri Belski come vicepresidente esecutivo e responsabile delle soluzioni di gestione degli investimenti. Con oltre 25 anni di esperienza, Belski guiderà gli sforzi chiave in ambito investimenti, inclusi LPL Research, Prodotti d'Investimento e Piattaforme di Consulenza, oltre al business dei Partner di Pensionamento di LPL. Avrà un ruolo importante nel guidare gli obiettivi strategici e nel supportare oltre 23.000 consulenti di LPL e circa 1.000 istituzioni.
Durante Focus 2024, LPL ha evidenziato nuovi prodotti sotto la supervisione di Belski, inclusi:
- Otto dei primi dieci fornitori di ETF senza commissioni di transazione
- 200 nuovi SMA per la piattaforma Model Wealth Portfolios (MWP)
- 12 nuove strategie alternative, con piani per aggiungerne altre 50 entro la fine del 2025
Queste iniziative mirano a soddisfare le crescenti esigenze degli investitori americani e a fornire ai consulenti opzioni più sofisticate e personalizzabili.
LPL Financial ha anunciado el nombramiento de Cheri Belski como vicepresidenta ejecutiva y jefa de soluciones de gestión de inversiones. Con más de 25 años de experiencia, Belski liderará los esfuerzos clave de inversión, incluyendo LPL Research, Productos de Inversión y Plataformas de Asesoramiento, así como el negocio de Socios de Jubilación de LPL. Tendrá un papel importante en la conducción de objetivos estratégicos y en el empoderamiento de más de 23,000 asesores de LPL y aproximadamente 1,000 instituciones.
En Focus 2024, LPL destacó nuevos productos bajo la supervisión de Belski, incluyendo:
- Ocho de los diez principales proveedores de ETF sin cargo por transacción
- 200 nuevos SMA para la plataforma Model Wealth Portfolios (MWP)
- 12 nuevas estrategias alternativas, con planes para añadir 50 más para finales de 2025
Estas iniciativas tienen como objetivo satisfacer las crecientes necesidades de los inversores americanos y proporcionar a los asesores opciones más sofisticadas y personalizables.
LPL Financial는 Cheri Belski를 부사장 겸 투자 관리 솔루션 책임자로 임명했다고 발표했습니다. 25년 이상의 경험을 가진 Belski는 LPL Research, 투자 상품 및 자문 플랫폼, LPL의 퇴직 파트너 비즈니스를 포함한 주요 투자 노력을 이끌 것입니다. 그녀는 LPL의 23,000명 이상의 자문가와 약 1,000개 기관의 전략적 목표를 추진하고 역량을 강화하는 중요한 역할을 하게 됩니다.
Focus 2024에서 LPL은 Belski의 관리 아래 새로운 제품을 강조했습니다. 포함 사항은 다음과 같습니다:
- 거래 수수료 없는 상위 10개 ETF 공급업체 중 8개
- 모델 자산 포트폴리오 (MWP) 플랫폼을 위한 200개의 신규 SMA
- 12개의 새로운 대체 전략, 2025년 말까지 50개 추가 계획
이러한 이니셔티브는 미국 투자자들의 증가하는 요구를 충족하고 보다 정교하고 맞춤화된 옵션을 제공하기 위한 것입니다.
LPL Financial a annoncé la nomination de Cheri Belski au poste de vice-présidente exécutive et responsable des solutions de gestion des investissements. Forte de plus de 25 ans d'expérience, Belski dirigera des efforts d'investissement clés, y compris LPL Research, les produits d'investissement et les plateformes de conseil, ainsi que l'activité des partenaires de retraite de LPL. Elle jouera un rôle important dans la réalisation des objectifs stratégiques et l'autonomisation de plus de 23 000 conseillers de LPL et d'environ 1 000 institutions.
Lors de Focus 2024, LPL a mis en avant de nouveaux produits sous la supervision de Belski, y compris :
- Huit des dix principaux fournisseurs d'ETF sans frais de transaction
- 200 nouveaux SMA pour la plateforme Model Wealth Portfolios (MWP)
- 12 nouvelles stratégies alternatives, avec des plans d'en ajouter 50 autres d'ici fin 2025
Ces initiatives visent à répondre aux besoins croissants des investisseurs américains et à fournir aux conseillers des options plus sophistiquées et personnalisables.
LPL Financial hat die Ernennung von Cheri Belski zur Executive Vice President und Leiterin der Investment Management Solutions bekannt gegeben. Mit über 25 Jahren Erfahrung wird Belski wichtige Investitionsanstrengungen leiten, einschließlich LPL Research, Investmentprodukte und Beratungsplattformen sowie LPLs Geschäftsbereich Rentenpartner. Sie wird eine wichtige Rolle bei der Verwirklichung strategischer Ziele und der Unterstützung von über 23.000 Beratern von LPL und rund 1.000 Institutionen spielen.
Beim Focus 2024 hob LPL neue Produkte unter Belskis Aufsicht hervor, darunter:
- Acht der zehn größten ETF-Anbieter ohne Transaktionsgebühren
- 200 neue SMA für die Model Wealth Portfolios (MWP)-Plattform
- 12 neue alternative Strategien mit Plänen, bis Ende 2025 weitere 50 hinzuzufügen
Diese Initiativen zielen darauf ab, den wachsenden Bedürfnissen amerikanischer Investoren gerecht zu werden und Beratern anspruchsvollere und anpassbare Optionen zu bieten.
- Appointment of experienced industry veteran Cheri Belski as head of investment management solutions
- Introduction of new products to meet evolving investor needs
- Addition of 200 new SMAs for the Model Wealth Portfolios platform
- Plans to add 50 new alternative investment products by the end of 2025
- Expansion of ETF offerings with eight of the top ten providers at no transaction charge
- None.
SAN DIEGO, Sept. 30, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC, a leader in the wealth management industry, today announced that financial services industry veteran Cheri Belski has joined the firm as executive vice president and head of investment management solutions. Belski will be responsible for leading key investment efforts, including LPL Research, Investment Products and Advisory Platforms, as well as LPL’s Retirement Partners business.
Belski brings more than 25 years of experience to LPL, most recently having served as global head of product at T. Rowe Price, where she was responsible for setting the vision for the firm’s product development and their strategy in the private markets. At LPL she will be instrumental in driving strategic objectives and empowering the firm’s 23,000+ advisors and approximately 1,000 institutions to deliver exceptional advice and run thriving businesses through product differentiation and optionality.
“We are thrilled to welcome Cheri to LPL,” said Aneri Jambusaria, managing director of LPL Business and Wealth Solutions. “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. Cheri 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.”
At Focus 2024, LPL leaders highlighted the introduction of new products that will fall under Belski’s purview, designed to meet the expanding and evolving needs of the American investor, including:
- Addressing advisors’ needs for lower-cost access to low-volatility managers and strategies, LPL now offers eight of the top ten ETF providers at no transaction charge. LPL Research has also launched coverage of active ETFs to help advisors assess managers to choose from in any market environment.
- LPL announced 200 new SMAs for the MWP platform, including more than 25 additional fixed income options. Advisors can now provide these options at lower fees while still providing an increased level of sophistication and customization that comes with owning securities directly.
- LPL highlighted advancements it continues to make in enabling advisors to incorporate more alternative strategies for their clients. This includes the addition of 12 new alts strategies, including hedge fund, drawdown, evergreen and tax deferral strategies. LPL plans to continue this expansion with an additional 50 alternative investment products by the end of 2025.
Belski will be based at LPL’s Fort Mill, S.C., office. She holds a bachelor’s degree in political science and Latin American studies from the University of Pittsburgh, an MBA in International Business from Johns Hopkins University, and FINRA licenses 3, 6, 7, 24, 53 and 63.
About LPL Financial
LPL Financial Holdings Inc. (Nasdaq: LPLA) was founded on the principle that the firm should work for advisors and institutions, and not the other way around. Today, LPL is a leader in the markets we serve, serving more than 23,000 financial advisors, including advisors at approximately 1,000 institutions and at approximately 580 registered investment advisor firms nationwide. We are steadfast in our commitment to the advisor-mediated model and the belief that Americans deserve access to personalized guidance from a financial professional. At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.
Securities and Advisory services offered through LPL Financial LLC (“LPL Financial”), a registered investment advisor. Member FINRA/SIPC. LPL Financial and its affiliated companies provide financial services only from the United States.
Throughout this communication, the terms “financial advisors” and “advisors” are used to refer to registered representatives and/or investment advisor representatives affiliated with LPL Financial.
We routinely disclose information that may be important to shareholders in the “Investor Relations” or “Press Releases” section of our website.
Media Contact
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