01/31/2020
The promotions of eight professionals – the most in firm history – reinforces Lincoln's dedication to developing talent, bolstering its global leadership ranks and deepening sector and service expertise.
01/29/2020
Prior to that, he served as CEO of Chase Wealth Management, and before that, in similar senior leadership roles at U.S. Bank and Charles Schwab.
01/23/2020
The team manages two actively managed investment mandates for investors seeking both financial and social returns: the Gender Parity Portfolio, a gender lens strategy, and the Diversity & Inclusion Portfolio, which analyzes 24 metrics related to diver