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.
