LPLA LPL Financial Holdings Inc.

LPL Financial Extends Its Commitment to Innovation and Data-Driven Solutions With Hiring of New EVP

LPL Financial Extends Its Commitment to Innovation and Data-Driven Solutions With Hiring of New EVP

CHARLOTTE, N.C., July 08, 2019 (GLOBE NEWSWIRE) -- , a leading retail investment advisory firm (RIA) and independent broker-dealer, today announced Ashish Braganza has joined the firm as executive vice president, Data, Analytics and Innovation, effective June 24. His role focuses on transforming data into a strategic asset to enhance advisors’ experience with LPL and to enable continued growth for the firm. He reports to Burt White, LPL Financial managing director, Investor & Investment Solutions, and is based at the firm’s Carolinas office.

Braganza joins LPL with more than a decade of experience building and leading impactful data analytics teams at Fortune 500 companies. He most recently worked at OppenheimerFunds Inc., where he was a senior vice president and head of Client Insights and Analytics. Prior to that, Braganza was a director of Global Analytics and Business Intelligence for Lenovo Group Limited. At both OppenheimerFunds and Lenovo, he scaled advanced analytics and managed cross-functional teams to support key corporate initiatives. 

“Ashish shares our fanaticism for putting the client at the center of everything. He is an innovative thinker and strong leader with a proven track record of leveraging data and analytics to drive revenue and deliver positive user experiences. With his passion and experience, our advisors will benefit as we enhance our analytics-based approach to developing and the products they utilize every day,” White said.

Braganza added, “I am inspired by LPL’s strong leadership and the firm's commitment to innovation and making data-based decisions to improve the advisor experience, backed by heavy investments in technology, artificial intelligence, machine learning and data science. I am excited and energized to be able to leverage the power of data analytics to identify and remove friction in each interaction with advisors. And I admire LPL’s values of fostering completeness of thought and solutions by hiring from diverse backgrounds and experiences.”

A thought leader on the topic of data analytics, Braganza has published numerous case studies on the topic and is frequently invited to speak at leading industry events. He is an active member of the Digital Analytics Association. He earned an M.S. in Marketing Management from Temple University, The Fox School of Business & Management, and an M.B.A in Marketing and a Bachelor in Business Administration from the University of Pune, India. Braganza enjoys spending time with his young daughter and wife.

Related links



About LPL Financial

LPL Financial () is a leader in the retail financial advice market and the nation’s largest independent broker-dealer**. We serve independent financial advisors and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables them to provide objective guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions.

**Based on total revenues, Financial Planning magazine June 1996-2019

Connect with Us!

Media Contact:

Lauren Hoyt-Williams

(980) 321-1232

 

 

EN
08/07/2019

Underlying

To request access to management, click here to engage with our
partner Phoenix-IR's CorporateAccessNetwork.com

Reports on LPL Financial Holdings Inc.

 PRESS RELEASE

LPL Financial Reports Monthly Activity for January 2026

LPL Financial Reports Monthly Activity for January 2026 SAN DIEGO, Feb. 19, 2026 (GLOBE NEWSWIRE) -- LPL Financial Holdings Inc. (Nasdaq: LPLA) (the “Company”) today released its monthly activity report for January 2026. Total advisory and brokerage assets at the end of January were $2.41 trillion, an increase of $38.0 billion, or 1.6%, compared to the end of December 2025. Advisory assets as a percentage of total assets increased to 59.1%, up from 54.8% a year ago. Total organic net new assets for January were $4.2 billion, translating to a 2.1% annualized growth rate. Total client ...

 PRESS RELEASE

LPL Welcomes Tom Madigan to the Thimble Island Private Wealth Team

LPL Welcomes Tom Madigan to the Thimble Island Private Wealth Team SAN DIEGO, Feb. 19, 2026 (GLOBE NEWSWIRE) --  announced today that financial advisor Tom Madigan, CEPA®, has joined LPL Financial’s broker-dealer, Registered Investment Advisor (RIA) and custodial platforms, aligned with , an existing firm supported by  (SW). He reported serving approximately $300 million in advisory, brokerage and retirement assets* and joins LPL from UBS. Based outside New Haven, Conn. in Branford, the Thimble Island team is made up of experienced advisors who share a commitment to providing personalize...

 PRESS RELEASE

LPL Financial Welcomes Shoreline Private Wealth Management

LPL Financial Welcomes Shoreline Private Wealth Management SAN DIEGO, Feb. 17, 2026 (GLOBE NEWSWIRE) --  announced today that Jason Mochi of has joined LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform. They reported serving approximately $275 million in advisory, brokerage and retirement plan assets* and join LPL from Morgan Stanley. Based in Santa Barbara, Calif., Mochi brings over 30 years of industry experience and serves a clientele of high-net-worth individuals, primarily those nearing or in retirement. His approach is rooted in listening, disciplined ...

 PRESS RELEASE

LPL Financial Welcomes Sound Wealth

LPL Financial Welcomes Sound Wealth SAN DIEGO, Feb. 12, 2026 (GLOBE NEWSWIRE) --  announced today that financial advisors Curt Pederson and Britt Saylor of Sound Wealth have joined LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform. They reported serving approximately $420 million in advisory, brokerage and retirement plan assets* and join LPL from Ameriprise. Pederson and Saylor have 40 years of experience combined and are based in the Seattle and Phoenix areas. The team serves high-net-worth individuals, families and multigenerational households with complex...

 PRESS RELEASE

LPL Financial Welcomes Wealth Innovations

LPL Financial Welcomes Wealth Innovations SAN DIEGO, Feb. 03, 2026 (GLOBE NEWSWIRE) --  announced today that the financial advisors of Wealth Innovations, LLC have joined LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform. They reported serving approximately $200 million in advisory, brokerage and retirement plan assets* and join LPL from Osaic. Based in Richmond, Va., Wealth Innovations is led by industry veteran Jim LaNeave, who brings nearly four decades of leadership and financial planning experience, alongside Marian Crawford, CFP®, and Samuel LaNeave. Th...

ResearchPool Subscriptions

Get the most out of your insights

Get in touch