Mark Casady

Chairman & Chief Executive Officer at Linsco/Private Ledger Securities, Inc.

Mark Casady

Mark Casady

Chairman & Chief Executive Officer at Linsco/Private Ledger Securities, Inc.

Overview
Career Highlights

Investment Company Institute
Linsco/Private Ledger Securities, Inc.
LPL Holdings, Inc.

RelSci Relationships

2471

Number of Boards

29

Birthday

1961

Age

60

Number of Awards

2

Relationships
RelSci Relationships are individuals Mark Casady likely has professional access to. A relationship does not necessarily indicate a personal connection.

President & Chief Executive Officer at LPL Financial Holdings, Inc.

Relationship likelihood: Strong

Managing Director at LPL Financial LLC

Relationship likelihood: Strong

Of Counsel at Markun Zusman Freniere Compton LLP

Relationship likelihood: Strong

Chief Executive Officer at Private Advisor Group LLC

Relationship likelihood: Strong

President & Chief Executive Officer at Horace Mann Educators Corp.

Relationship likelihood: Strong

Chairman & Chief Executive Officer at Citizens Financial Group, Inc. - Rhode Island

Relationship likelihood: Strong

Former Senior Managing Director at Evercore, Inc.

Relationship likelihood: Strong

President, Treasurer & Secretary at Pechter, Inc.

Relationship likelihood: Strong

Former Chief Executive Officer at Edward D. Jones & Co. LP

Relationship likelihood: Strong

Former President & Chief Executive Officer at Investment Industry Regulatory Organization of Canada

Relationship likelihood: Strong

Paths to Mark Casady
Potential Connections via
Relationship Science
You
Mark Casady
Chairman & Chief Executive Officer at Linsco/Private Ledger Securities, Inc.
Education
Class of 1984

DePaul, in common with all universities, is dedicated to teaching, research, and public service. However, in pursuing its own distinctive purposes, among these three fundamental responsibilities this university places highest priority on programs of instruction and learning. All curricula emphasize skills and attitudes that educate students to be lifelong, independent learners. DePaul provides sufficient diversity in curricular offerings, personal advisement, student services, and extracurricular activities to serve students who vary in age, ability, experience, and career interests. Full-time and part-time students are accorded equivalent service and are held to the same academic standards.

MBA
Class of 1984

Charles H. Kellstadt Graduate School of Business is part of the DePaul University Driehaus College of Business, a business school located in the Chicago Loop, Illinois, USA. The Driehaus College of Business (called the College of Commerce until 2012) was founded in 1912 and is one of the ten oldest and most respected business schools in the U.S. The school is accredited by the Association to Advance Collegiate Schools of Business-International. In the fall of 2012, Kellstadt enrolled 2,107 students.

Bachelor of Science
Class of 1982

Indiana University is a major multi-campus public research institution, grounded in the liberal arts and sciences, and a world leader in professional, medical, and technological education. Indiana University’s mission is to provide broad access to undergraduate, graduate, and continuing education for students throughout Indiana, the United States, and the world, as well as outstanding academic and cultural programs and student services. Indiana University seeks to create dynamic partnerships with the state and local communities in economic, social, and cultural development and to offer leadership in creative solutions for 21st century problems. Indiana University strives to achieve full diversity, and to maintain friendly, collegial, and humane environments, with a strong commitment to academic freedom.

Memberships
Member
Prior

Financial Services Roundtable (FSR) is the leading advocacy organization for America’s financial services industry. With a 100- year tradition of service and accomplishment, FSR is a dynamic, forward-looking association advocating for the top financial services companies, keeping them informed on the vital policy and regulatory matters that impact their business. FSR members include the leading banking, insurance, asset management, finance and credit card companies in America. We are financing the American economy — creating jobs, expanding businesses, securing homes, businesses and retirement, insuring growth and building consumer confidence. With expanding Washington involvement in our industry, forming relationships and engaging with public officials and policymakers is critical to helping our members see around the curve, understand policies and regulations, and provide input to help shape them.

Career History
General Partner & Co-Founder
2015 - Current

Vestigo Ventures invests in companies located in the US. The fund targets companies operating in the field of fin-tech. It provides financing for seed and early stage capital requirements.

Chairman & Chief Executive Officer
2002 - Current
Chairman, Director
2006 - ?

Part of LPL Financial Holdings, Inc., Independent Advisers Group Corp. is a company headquartered in Boston, MA. The firm provides investment advice.

Boards & Committees
Member, Board of Directors
2014 - Current

Citizens Financial Group, Inc. (United Kingdom) is a company headquartered in Edinburgh, UK and ultimately controlled by the Government of United Kingdom, specializing in personal credit institutions.

Chairman & Chief Executive Officer
2002 - Current
Trustee
Current
Treasurer
Tenure Unconfirmed
Political Donations
$1,000
2011

Minority Leader from United States

$2,500
2011

Former Senator from Massachusetts

$500
2011

Representative at Office of the Representative from Idaho’s 2nd District, Mike Crapo

Transactions
Details Hidden

LPL Financial Holdings, Inc. issued USD Common Stock

Details Hidden

LPL Financial Holdings, Inc. issued USD Common Stock

Details Hidden

LPL Financial Holdings, Inc. raised money in a private placement transaction

Investments
Details Hidden

LPL Financial Holdings, Inc. operates as an investment holding company with interests in technology, brokerage and investment advisory services. It provides an integrated platform of brokerage and investment advisory services to independent financial advisors and financial advisors at financial institutions. The company operates its business through its subsidiaries under three business segments: Independent Advisor Services, Institution Services and Custom Clearing Services. LPL Financial Holdings is headquartered in Boston, MA.

Public Holdings
Restricted data only for RelSci Professional users.
Awards & Honors
Series 7 - General Securities Representative
Series 63 - Uniform Securities Agent
This web site is not endorsed by, directly affiliated with, maintained, authorized, or sponsored by Mark Casady. The use of any trade name or trademark is for identification and reference purposes only and does not imply any association with the trademark holder. The Presence of Mark Casady's profile does not indicate a business or promotional relationship of any kind between RelSci and Mark Casady.