Scott F. Posner

Executive Vice President, Business Development at LPL Financial LLC

Scott F. Posner

Scott F. Posner

Executive Vice President, Business Development at LPL Financial LLC

Biography

Posner joins LPL from IBM, where he most recently served as vice president and partner.
Prior to IBM, Posner was managing partner and Financial Services Practice lead at Decker Partners, a boutique strategy and management consulting firm. Before that, he spent 17 years as an executive at BNY Mellon, holding leadership positions within the firm's Investment Services business. Most recently, he was chief executive officer of the global Corporate Trust business and executive vice president leading BNY Mellon's Strategic Growth Initiatives group, reporting to the president.
Posner holds a BA in Organic Chemistry from Haverford College and an MBA in Finance from Columbia University. He is the treasurer of the Board of Directors of New Yorkers for Children and has been actively involved in numerous nonprofits over the years, including NY Youth at Risk, Junior Achievement and the New York Blood Center.

Overview
Career Highlights

The Bank of New York Company, Inc.

RelSci Relationships

2626

Number of Boards

1

Birthday

03/25/1965

Age

54

Relationships
RelSci Relationships are individuals Scott F. Posner likely has professional access to. A relationship does not necessarily indicate a personal connection.

Executive Director at New Yorkers for Children

Relationship likelihood: Strong

Director at New Yorkers for Children

Relationship likelihood: Strong

Managing Director at Citigroup Global Markets, Inc.

Relationship likelihood: Strong

Director, Commissioner & Administration-Children at New Yorkers for Children

Relationship likelihood: Strong

Former Graphics Designer at Ann Taylor, Inc.

Relationship likelihood: Strong

Chief Nursing Officer at Texas Children's Hospital

Relationship likelihood: Strong

Head, Board Effectiveness Practice at Russell Reynolds Associates, Inc. - USA

Relationship likelihood: Strong

Former Outgoing Chief Executive Officer/Executive Director at Hedge Funds Care - USA

Relationship likelihood: Strong

Founder at The Committee for Hispanic Children & Families, Inc.

Relationship likelihood: Strong

Trustee at Columbia University - Teachers College

Relationship likelihood: Strong

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Scott F. Posner
Executive Vice President, Business Development at LPL Financial LLC
Family Members
Spouse
Former Graphics Designer at Ann Taylor, Inc.

Education
Bachelor of Science in Organic Chemistry
Class of 1987
Career History
Executive Vice President, Business Development
2018 - Current

LPL's Research Department makes recommendations regarding asset allocation, mutual funds, variable annuity subaccounts and money managers. They also construct asset allocation model portfolios and provide recommendations on the funds to populate those models. In constructing these models, LPL Research uses the following investment strategies: Diversified and Alternative Strategy. Although these descriptions are written in terms of individual equities and/or bonds, they include mutual funds or ETFs whose portfolios consist of the type of equities or bonds referenced. The research department makes available investment research materials, which include recommendations on asset allocation and mutual funds, variable annuity subaccounts, and ETFs.

Chief Executive Officer, Asset Solutions
Prior

The Bank of New York Mellon Corp. is a bank holding company, which engages in the provision of financial services. It operates through the following segments: Investment Management, Investment Services, and Other. The Investment Management segment provides services to institutional and retail investors, as well as investment management, wealth and estate planning. The Investment Services segment includes institutional trust and custody fees, broker-dealer services, corporate trust, depositary receipts, and foreign exchange. The Other segment consists of leasing portfolio, corporate treasury, derivatives, and insurance services. The company was founded by Alexander Hamilton on June 9, 1784 and is headquartered in New York, NY.

Chief Financial Officer, Shareowner Services
1997 - Prior

The Bank of New York Co., Inc. provides banking and other financial services to corporations and individuals worldwide. It also offers securities servicing and global payment services, corporate banking, BNY Asset Management and Private Client Services, Retail Banking and Global Market Services. Client base of the company include financial institutions, corporations, government entities, endowments and foundations. The company, founded in 1784 is headquartered in New York.

Political Donations
$250
2012
$500
2010
$500
2010
Other Affiliations
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