LPL FINANCIAL HOLDINGS INC (LPLA)
Sector: Financials
| Ticker | Position | Age | Qualifications and Experience | Committee Memberships | Filing Year |
|---|---|---|---|---|---|
Sector: Financials
| Ticker | Position | Age | Qualifications and Experience | Committee Memberships | Filing Year |
|---|---|---|---|---|---|
Director information for LPLA
| Ticker | Position | Age | Qualifications and Experience | Committee Memberships | Filing Year |
|---|---|---|---|---|---|
| LPLA | Director | 70 | ["expertise in the wealth management industry", "over 30 years of experience in investment management and leadership roles", "high level of operating, management and strategic planning experience", "deep understanding of financial product distribution, compliance requirements and the perspectives of advisors and their retail clients"] | ["Audit and Risk Committee", "Compensation Committee"] | 2026 |
Biography sourced from the proxy statement filing.
Mr. Bernard served as the vice chair of the board of directors of T. Rowe Price Group, Inc. ( TRP ), a global investment management firm, from 2007 to April 2019. Mr. Bernard served as a vice president of TRP from 1989 to December 2018 and as a member of the management committee of TRP from 2000 to December 2018. He overseeing TRP s marketing, distribution, client service, information technology, legal and communications activities from 2006 until December 2018. He also served as chair of the board of all sponsored TRP mutual funds and trusts during that period and as president and/or chair of T. Rowe Price Investment Services, a registered broker/dealer, from 1996 to 2018. Mr. Bernard served as a director of TRP from 1999 to April 2019. From January 2023 to December 2025, he served as Chair of the Financial Accounting Foundation. He also previously served as chair of the board of governors, and as a member of the executive committee, of the Investment Company Institute, the national trade association for the mutual fund industry, and as a director of UTI Asset Management Company. Mr. Bernard received his B.A. from Brown University and an M.B.A. from New York University.