RADNOR, PA — Lincoln Financial (NYSE: LNC) announced the appointment of Tom Morelli as Vice President, Investment Distribution, strengthening its leadership team with a veteran in the investment distribution space.
With more than 25 years of experience, Morelli will oversee the distribution of Lincoln’s diverse portfolio, including over 100 sub-advised variable insurance funds, mutual funds, model portfolios, and other investment solutions. He will report to John Kennedy, Executive Vice President and Chief Distribution and Brand Officer.
Prior to joining Lincoln, Morelli served as Head of Wealth Management at T. Rowe Price. There, he led home office and field sales strategy, driving significant growth across a range of products such as mutual funds, ETFs, and separately managed accounts. His leadership played a pivotal role in enhancing the firm’s assets and sales across broker-dealer, RIA, bank, and other platforms.
“Distribution is a well-known competitive advantage for Lincoln, and with a seasoned executive like Tom we are uniquely positioned to continue our consultative approach with our financial professionals and further build upon the distribution of our suite of solutions that help them serve the evolving needs of their customers,” said Kennedy.
Morelli’s addition aims to further strengthen Lincoln’s distribution capabilities as the company continues to expand its product offerings and reach new markets.
For the latest news on everything happening in Chester County and the surrounding area, be sure to follow MyChesCo on Google News and MSN.