Lincoln Financial Group, a provider of annuities and retirement products, named Ellen Cooper president and chief executive to succeed Dennis Glass after the 2022 annual meeting in May.
Cooper, the firm’s chief investment officer, will also join the board next year, the company said Monday in a statement.
Cooper, 56, joined Lincoln in 2012, and later was named to lead enterprise risk and the annuity-solutions group. She helps oversee more than $300 billion in assets and manages the company’s hedge program, according to the statement. Before joining the firm, Cooper was global head of insurance strategy at Goldman Sachs Group Inc.’s asset management unit.
“I look forward to leading this organization as we continue our long history of providing Americans products to help them plan, protect and invest to secure their financial future,” Cooper said in the statement.
Glass, 71, has been CEO since 2007, and led Lincoln Financial through the company’s merger with Jefferson Pilot and the acquisition of Liberty Mutual Group Inc.’s benefits business.
Integrated Partners is adding a mother-son tandem to its network in Missouri as Kestra onboards a father-son advisor duo from UBS.
Futures indicate stocks will build on Tuesday's rally.
Cost of living still tops concerns about negative impacts on personal finances
Financial advisors remain vital allies even as DIY investing grows
A trade deal would mean significant cut in tariffs but 'it wont be zero'.
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.