Kate Shackleton
Executive Vice President – Trust
As executive Vice President of Trust at LPL Financial, Kate is responsible for the development and delivery of capabilities… Read more
Management
Ben Foreman
Vice President – Business Development Officer
Serves the eastern half of the United States, helping advisors gather and retain assets that are held in trust… Read more
Jim Clementi
Vice President – Trust Counsel
Provides a full range of in-house legal support, giving guidance on legal issues arising in the company’s activities… Read more
Danielle Gutter
Vice President – Operations
Oversees the operations of the trust company and services as PTC’s AML/BSA officer… Read more
Jack Keane
Vice President – Chief Financial Officer
Jack is responsible for strategic planning, financial reporting and analysis, compliance and the overall administration of the firm… Read more
Dianne Harmata
Vice President – Trust Administration
Dianne is responsible for developing and implementing the strategic goals and underlying service and fiduciary capabilities driving loyalty of clients and advisors…. Read more