Lincoln Investment Appoints Kathy Leckey as CEO to Lead Independent Wealth Management Firm
Summary
Lincoln Investment appointed Kathy Leckey as CEO and moved Ed Forst into the role of Executive Chairman. The company said the transition completes a multi-year succession plan designed to support stability and continuity across its advisor network and employee base. The firm also highlighted its leadership focus on advisor recruitment, technology integration, and digital transformation. This change signals ongoing investment in operational execution, governance, and advisor-facing technology for its independent wealth management platform.
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