Kathy Leckey Steps Up as President of Lincoln Investment

Kathy Leckey Takes on the Role of President at Lincoln Investment

Lincoln Investment Planning, LLC has announced a significant leadership change with Kathy Leckey being appointed as president. This transition marks a notable moment in the company's 56-year history, as Kathy becomes the first president not from the Forst family.

Celebrating Leckey's Journey

Kathy's career at Lincoln Investment began when she joined the firm right after high school in 1993. After gaining valuable experience and insights in various roles, she returned in 2020 as chief of staff to the then-President and CEO, Ed Forst. Within two years, she was elevated to chief operating officer, where she concentrated on enhancing the experience for clients and advisors alike.

Transformative Leadership

Throughout her tenure, Kathy has built a reputation for creating effective leadership teams and spearheading organizational growth strategies. With over three decades of experience in financial services, she has contributed to strategic planning, sales, and transformational initiatives at several Fortune 100 companies, including Equitable and MetLife.

Strategic Advancements

One of Kathy’s significant achievements includes overseeing Lincoln Investment's largest transformation to date. Moving from a self-clearing custody platform to a cutting-edge fully-disclosed platform with BNY Pershing, she has addressed the company's evolving needs for technology and product solutions. This strategic move positions Lincoln Investment well to meet the demands of clients and advisors in the competitive landscape of financial services.

Cultivating an Inclusive Culture

Kathy Leckey advocates for a culture that promotes diversity, especially in female representation within the financial services industry. As president, she joins a leadership team that includes the Chief Compliance Officer, Maureen Mattson, and Chief Financial Officer, Diane McCarthy. This diverse executive suite is a testament to Lincoln Investment’s commitment to gender equality.

Vision for the Future

In her own words, Kathy expressed her deep honor in being selected as president. She emphasized a sense of responsibility to maintain the legacy of excellence at Lincoln Investment. Her vision for the company revolves around three essential pillars: transformation, growth, and an unwavering focus on the company culture.

About Lincoln Investment

Lincoln Investment has been a beacon of leadership in the investment industry for over five decades. Catering to more than 315,000 clients and managing assets exceeding $51 billion, the company boasts a network of over 1,000 financial professionals across the nation. Recognized for its workplace excellence in the Delaware Valley for the past 15 years, Lincoln Investment continues to focus on delivering comprehensive financial strategies.

Frequently Asked Questions

Who is Kathy Leckey?

Kathy Leckey is the newly appointed president of Lincoln Investment, marking a historical milestone as the first non-family member to hold the position.

What does Kathy Leckey's appointment signify?

Kathy's appointment signifies a shift towards inclusive leadership and highlights Lincoln Investment's commitment to advancing women in the financial industry.

What changes has Kathy implemented at Lincoln Investment?

Kathy has overseen a major transformation of the company’s operational platform, enhancing technology and product offerings to better serve clients and advisors.

What is Lincoln Investment known for?

Lincoln Investment is known for its comprehensive financial services and for maintaining a strong commitment to client satisfaction and organizational growth.

What is the vision of Kathy Leckey for Lincoln Investment?

Kathy aims to lead the company through transformation and growth while fostering a robust and positive corporate culture.

About The Author

Greetings, I'm 32-year-old author and financial specialist Evelyn Baker. My introduction into the financial industry started with an economics degree and continued with a wealth of experience in wealth management and financial consulting. My great passion over the years has been assisting people and companies in making wise, well-informed decisions to reach their financial objectives.

My goal with writing is to simplify difficult financial ideas into understandable, doable guidance. My goal in writing many books and articles is to make personal finance understandable to everyone, irrespective of their experience or background. I want to give readers the information they need to take charge of their financial futures, from investing and retirement planning to budgeting and saving.

Along with my writing, I lead webinars and workshops where I provide doable advice and methods for achieving financial success. To reach a larger audience, I also frequently contribute to financial blogs and publications. My method is always to offer doable, real-world guidance that can actually improve people's lives.

Aside from my job, I like to cook, travel, and experience other cultures. I work hard to apply my belief in the value of a balanced life to my financial counsel. My goal in working is to encourage and enable people to succeed financially so they may lead the best lives possible.

Contact Evelyn Baker privately here. Or send an email with ATTN: Evelyn Baker as the subject to contact@investorshangout.com.

About Investors Hangout

Investors Hangout is a leading online stock forum for financial discussion and learning, offering a wide range of free tools and resources. It draws in traders of all levels, who exchange market knowledge, investigate trading tactics, and keep an eye on industry developments in real time. Featuring financial articles, stock message boards, quotes, charts, company profiles, and live news updates. Through cooperative learning and a wealth of informational resources, it helps users from novices creating their first portfolios to experts honing their techniques. Join Investors Hangout today: https://investorshangout.com/

The content of this article is based on factual, publicly available information and does not represent legal, financial, or investment advice. Investors Hangout does not offer financial advice, and the author is not a licensed financial advisor. Consult a qualified advisor before making any financial or investment decisions based on this article. This article should not be considered advice to purchase, sell, or hold any securities or other investments. If any of the material provided here is inaccurate, please contact us for corrections.