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


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