LPL Financial appoints Emily Field as chief people officer, overseeing HR and enhancing employee experience for over 9,000 employees.
Quiver AI Summary
LPL Financial LLC has appointed Emily Field as group managing director and chief people officer, where she will lead the Human Resources function for the firm, which employs over 9,000 people. Field, who joins LPL's Management Committee, has extensive experience in organizational performance and workforce transformation, having worked at McKinsey & Company and Accenture. At LPL, she will oversee various HR departments and is expected to enhance the employee experience and contribute to building a high-performance culture. Field is also a recognized thought leader in management and has authored works on the future of work. She is committed to mentorship and supports programs for first-generation college students and military service members. LPL Financial is one of the fastest-growing wealth management firms in the U.S., servicing approximately $1.9 trillion in assets.
Potential Positives
- The appointment of Emily Field as group managing director and chief people officer highlights LPL Financial's commitment to enhancing its talent strategy and employee experience, which is crucial for attracting and retaining top talent.
- Field's extensive experience in organizational performance and workforce transformation, particularly from her leadership roles at McKinsey & Company and Accenture, brings valuable expertise to the firm, potentially leading to improved operational efficiency and employee engagement.
- The announcement underscores LPL Financial's focus on building a high-performance culture, aligning with the company's goals to drive transformative changes in the industry and enhance its competitive edge.
Potential Negatives
- Appointment of a new chief people officer during a time when employee retention and satisfaction may be a concern could suggest existing issues in workforce management.
- The emphasis on enhancing LPL’s position as a top destination for talent might indicate current challenges in attracting and retaining skilled employees.
- Field’s prior roles at McKinsey and Accenture may lead to scrutiny regarding the implementation of corporate culture changes that might not align with existing employee sentiment.
FAQ
Who is Emily Field and what is her new role at LPL Financial?
Emily Field is the new group managing director and chief people officer at LPL Financial, leading the Human Resources function.
What experience does Emily Field bring to LPL Financial?
Field brings expertise in organizational performance from her previous roles at McKinsey & Company and Accenture, focusing on talent strategy and transformations.
What will Emily Field oversee at LPL Financial?
She will oversee all Human Resources departments, including Talent Management, Total Rewards, Learning, Culture and Engagement, and HR Business Partners.
How does LPL Financial view Emily Field's appointment?
LPL CEO Rich Steinmeier states that Field's people-first approach aligns with the firm’s priorities for enhancing employee experience and building a high-performance culture.
What is LPL Financial's market position?
LPL Financial is among the fastest-growing wealth management firms in the U.S., supporting over 29,000 financial advisors and managing approximately $1.9 trillion in assets.
Disclaimer: This is an AI-generated summary of a press release distributed by GlobeNewswire. The model used to summarize this release may make mistakes. See the full release here.
$LPLA Congressional Stock Trading
Members of Congress have traded $LPLA stock 2 times in the past 6 months. Of those trades, 2 have been purchases and 0 have been sales.
Here’s a breakdown of recent trading of $LPLA stock by members of Congress over the last 6 months:
- SENATOR MARKWAYNE MULLIN has traded it 2 times. They made 2 purchases worth up to $150,000 on 05/13, 02/13 and 0 sales.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
$LPLA Insider Trading Activity
$LPLA insiders have traded $LPLA stock on the open market 30 times in the past 6 months. Of those trades, 0 have been purchases and 30 have been sales.
Here’s a breakdown of recent trading of $LPLA stock by insiders over the last 6 months:
- MATTHEW J AUDETTE (President and CFO) has made 0 purchases and 9 sales selling 33,365 shares for an estimated $12,159,676.
- MATTHEW ENYEDI (Managing Director) sold 5,154 shares for an estimated $1,903,526
- RICHARD STEINMEIER (Chief Executive Officer) sold 3,500 shares for an estimated $1,308,265
- GREG GATES (Group Managing Director) has made 0 purchases and 16 sales selling 3,000 shares for an estimated $1,142,251.
- MARC ELIOT COHEN (Managing Director) sold 1,100 shares for an estimated $402,435
- ANERI JAMBUSARIA (Group Managing Director) has made 0 purchases and 2 sales selling 160 shares for an estimated $55,668.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
$LPLA Hedge Fund Activity
We have seen 448 institutional investors add shares of $LPLA stock to their portfolio, and 291 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- WINSLOW CAPITAL MANAGEMENT, LLC added 1,457,701 shares (+inf%) to their portfolio in Q1 2025, for an estimated $476,872,305
- DODGE & COX added 1,053,351 shares (+224.1%) to their portfolio in Q1 2025, for an estimated $344,593,246
- PRINCIPAL FINANCIAL GROUP INC added 971,814 shares (+1453.3%) to their portfolio in Q1 2025, for an estimated $317,919,231
- MILLENNIUM MANAGEMENT LLC removed 773,101 shares (-86.0%) from their portfolio in Q1 2025, for an estimated $252,912,261
- CLARKSTON CAPITAL PARTNERS, LLC added 674,227 shares (+inf%) to their portfolio in Q1 2025, for an estimated $220,566,620
- ALLIANCEBERNSTEIN L.P. added 642,503 shares (+550.5%) to their portfolio in Q1 2025, for an estimated $210,188,431
- EGERTON CAPITAL (UK) LLP added 613,555 shares (+238.1%) to their portfolio in Q1 2025, for an estimated $200,718,382
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
$LPLA Analyst Ratings
Wall Street analysts have issued reports on $LPLA in the last several months. We have seen 5 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Morgan Stanley issued a "Overweight" rating on 07/15/2025
- Wells Fargo issued a "Overweight" rating on 07/11/2025
- Barclays issued a "Overweight" rating on 07/10/2025
- Redburn Atlantic issued a "Buy" rating on 06/09/2025
- JMP Securities issued a "Market Outperform" rating on 05/09/2025
To track analyst ratings and price targets for $LPLA, check out Quiver Quantitative's $LPLA forecast page.
$LPLA Price Targets
Multiple analysts have issued price targets for $LPLA recently. We have seen 7 analysts offer price targets for $LPLA in the last 6 months, with a median target of $440.0.
Here are some recent targets:
- Benjamin Budish from Barclays set a target price of $463.0 on 08/01/2025
- Michael Cyprys from Morgan Stanley set a target price of $490.0 on 07/15/2025
- Michael Brown from Wells Fargo set a target price of $420.0 on 07/11/2025
- Bill Katz from TD Cowen set a target price of $403.0 on 07/09/2025
- Charles Bendit from Redburn Atlantic set a target price of $460.0 on 06/09/2025
- Christopher Allen from Citigroup set a target price of $400.0 on 06/09/2025
- Devin Ryan from JMP Securities set a target price of $440.0 on 05/09/2025
Full Release
SAN DIEGO, Aug. 04, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC , a leading wealth management firm, today announced the appointment of Emily Field as group managing director and chief people officer. In this role, Field joins the firm’s Management Committee and will lead the Human Resources function, overseeing talent strategy and employee experience for over 9,000 employees.
Field brings deep expertise in organizational performance and workforce transformation, having previously served as a partner at McKinsey & Company in its People and Organizational Performance Practice. There, she led enterprise-scale transformations for global institutions, focusing on operating model redesign, talent strategy, HR modernization and leadership development. Prior to McKinsey, she held leadership roles at Accenture, where she designed change management programs and developed culture transformation and M&A integration strategies.
At LPL, Field will oversee all Human Resources departments, including: Talent Management; Total Rewards; Learning, Culture and Engagement; and HR Business Partners.
“Emily has earned deep trust from her clients by consistently bringing a data-driven, people-first approach to talent strategy,” said LPL CEO Rich Steinmeier. “Her expertise aligns perfectly with our priorities at LPL—elevating the employee experience to build a high-performance culture. Emily is an ideal complement to our leadership team. By enhancing LPL’s position as a top destination for top talent, she plays a key role in driving the transformations we’re shaping for our industry.”
Field is a recognized thought leader on the future of work and management. She co-authored the book Power to the Middle: Why Managers Hold the Keys to the Future of Work (Harvard Business Review Press) and has regularly contributed to McKinsey’s research reports and other leading publications and podcasts.
She earned her Bachelor of Arts in Government from Georgetown University and serves as a guest lecturer at NYU’s Stern School of Business. Field is also deeply committed to mentorship, supporting first-generation college students and transitioning military service members through Spark the Journey and American Corporate Partners.
About LPL Financial
LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace, LPL supports over 29,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $1.9 trillion in brokerage and advisory assets on behalf of approximately 7 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com.
Securities and advisory services offered through LPL Financial LLC (“LPL Financial”), a registered investment advisor and broker-dealer, member FINRA/SIPC.
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.
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