Christopher Cassidy Email & Phone Number

Christopher Cassidy is the SVP of institutions at LPL Financial. He and the team work with diversified financial services firms to optimize their wealth management businesses and create value for their clients. At LPL, "Your greatness is our goal", we exist to serve. Building your brand as opposed to our own.LPL is a leading wealth management firm. The solutions available are endless and can be effectively curated for each organization and their teams. Seeing this first hand in partnership with LPL in his prior role, Christopher is excited to unlock value for institutions and their advisors.Prior to joining LPL, Mr. Cassidy was Managing Director at GreenState Credit Union in Iowa overseeing a variety of strategies/lines of business including wealth management (brokerage and trust), mergers and acquisitions, as well as fintech partnerships. He worked at Wells Fargo Private Bank in Arizona where he was Regional Private Banking Manager from 2016-2019; leading the HNW practice. From 2013-2016 he worked at SunTrust Private Wealth Management in Washington D.C. where he was Managing Director launching a healthcare focused private bank for physicians and their medical practices. Prior to joining SunTrust, Christopher served as Private Banking Manager with Merrill Lynch in San Francisco launching the Bank of America banking solutions set to Financial Advisors from 2011-2013. and served as a private banker with Wells Fargo Private Bank in Orange County, CA from 2004-2011. He has been in the financial services industry for two decades.Mr. Cassidy earned a Bachelor of Arts in Economics from California State University, Fullerton. He resides with his wife Simone and sons Maxwell, Marshall, and Meyer in Fort Mill, South Carolina.Specialties: Leadership, Relationship management, banking, customized lending, commercial real estate, investment management, trust and estate planning, insurance, banks, credit unions, Fintech, financial institutions and risk management.

Listed skills include Banking, Financial Services, Credit, Wealth Management, and 46 others.