Advisory Board Member
Gary is the Senior Vice President, High Net Worth Solutions at LPL Financial. He provides strategic direction and helps advisors achieve success in the high-net-worth market. As a co-founder of Fortigent, a company that provides performance reporting, research and practice management, Gary grew the company from 2005 to 2012 to support 100 advisory firms with managed assets of $75 billion.
Prior to joining Fortigent, Gary was a Managing Director of Lydian Wealth Management (LWM), and worked to advise the firm’s high net worth clientele. LWM’s growth created an opportunity to leverage its investment research and data management technology to empower firms to enter wealth management and compete in the high net worth marketplace.
Gary has a B.S. in Finance and is a Chartered Financial Analyst (CFA®). He is a member of the CFA Institute and the Washington Society of Investment Analysts (WSIA). Gary frequently speaks on the trends in wealth management at industry conferences.
Active in educational and community programs, Gary is also a contributor to the American Cancer Society.