Wilbanks Partners provides executive recruiting and organizational management consulting services to every segment of the asset and wealth management business. In a market dominated by uncertainty, recruitment and retention of executive leadership require a special combination of deep market knowledge and the independence, wisdom, and experience to put this knowledge to work. George Wilbanks brings a 30-year career in the investment business, first in venture capital and mutual funds and subsequently building the AWM practice at Russell Reynolds Associates. He has worked on nearly 1,000 searches with experience in virtually every facet of the investment and wealth advisory business.
SVP & Head of Product Management, Fund Services — Large Global Security Services Senior Vice President & Region Head – Northeast Institutional Sales — Major Investment Firm Managing Director & Senior Sales Strategist – Separate Accounts — Major Investment Firm Senior Portfolio Manager & Team Leader – Small/Mid Cap Investing — Large, Private Diversified Financial Services Firm Senior Product Managers (3) — Largest Provider of Geared Mutual Funds & Alternative ETFs Head of Investments & Portfolio Administration — Large Family Office
SAN DIEGO, CA, September 29, 2015 — LPL Financial LLC, the nation’s largest independent broker-dealer*, a custodian for registered investment advisors (RIAs), and a wholly owned subsidiary of LPL Financial Holdings Inc. (NASDAQ:LPLA), today announced that it has named Tim Hodge as executive vice president, service. Hodge will report to Tom Gooley, managing director of service, trading and