A Valued Partner

With over 57 years of proven industry leadership and experience in delivering investment strategies, Lincoln Investment is a leading broker-dealer. Our network has grown to about 1,000 financial professionals nationwide, serving the diverse financial needs of clients representing over $60 billion in assets.

At Lincoln Investment, we treat each client relationship as the most important part of our business. We live by our core values - honesty, integrity, respect, diversity, cooperation and a commitment to succeed - and incorporate them into everything we do.

Leadership

Lincoln Investment’s success is a result of the dedication of our leadership team and our 400+ employees.

Kathy Leckey Kathy Leckey Chief Executive Officer
Diane M. McCarthy Diane M. McCarthy Chief Financial Officer
Executive Vice President
Dan Alexander Dan Alexander Chief Business Development Officer
Executive Vice President
Anthony Bueti Anthony Bueti Chief Operating Officer
Executive Vice President
Jason Estes Jason Estes Chief Information and
Technology Officer
Executive Vice President
Maureen Mattson Maureen Mattson General Counsel and
Chief Compliance Officer
Executive Vice President
Steven Flax Steven Flax Chief Human Resources Officer
Executive Vice President

What's New


Q2 Economic and Market Review

What are takeaways from the second quarter and what can we expect going forward? Find out in the Q2 review from Chief Investment Officer Shashi Mehrotra and Deputy Chief Investment Officer Chris Surrichio.

July Market Recap

Read the latest commentary from the Investment Management and Research (IM&R) team, including our current and longer-term perspectives.

Find Out Why Your Peers Choose Lincoln

We empower you to run your business as you see fit, backed by quality products and personalized support. Learn more.

  • Freedom to offer objective and comprehensive solutions.
  • A business you own and control.
  • Power in having your voice heard.
Top Workplaces award

Companies named Philadelphia Inquirer's Top Workplaces have been recognized solely on surveys about the workplace completed by their employees. Rankings are not indicative of future performance and are no guarantee of future financial success.

Careers

The culture at Lincoln Investment is one that builds and encourages success. From our warm, casual office settings to the friendliness of our employees and approachable senior managers, we foster an atmosphere that reflects our respect for each other. Our commitment to building positive morale has created a Lincoln Investment family of which we are proud!

Learn More

Get in Touch

It’s never too early to plan for your financial future. We can help you get started, move forward with your existing portfolio or answer any questions you may have.

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