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Gary Carrai

Advisory Board Member

Gary Carrai is an Executive Vice President at LPL Financial. He focuses on growth and development of advisor businesses including Corporate RIA, RIA Custody and Private Wealth.

Gary has had previous leadership roles at LPL, including oversight of investment and technology partnerships, the retirement plan business, and product ownership of the centrally managed platforms. Prior to joining LPL, Gary was a co-founder of Fortigent, a company that provides performance reporting, research and practice management to registered investment advisors and banks. Earlier in his career, Gary was a financial advisor with a fast-growing RIA/Multi-Family Office (Lydian Wealth Management).

Gary has a Bachelor of Science degree in Finance from Indiana University of Pennsylvania and is a Chartered Financial Analyst (CFA) and a member of the CFA Institute and the Washington Society of Investment Analysts (WSIA). He lives in Charlotte, NC with his wife and three children and is a die-hard Pittsburgh Steelers fan.

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