Personnel Move · Wealthtech · 2026

Lincoln Investment appoints new CEO; existing leader moves to Executive Chairman role.

Lincoln Investment Planning appointed personnel move on June 1, 2026.

Primary
Lincoln Investment Planning
Structure
personnel move
Date
June 1, 2026
Sub-sector
Wealthtech

Personnel changes at traditional wealth management firms are rarely directional for sub-$250M fintech founders unless tied to strategic technology pivots or M&A activity. This appe

Primary company
Lincoln Investment Planning
Counterparty
Amount
Event date
June 1, 2026
Sub-sector
Wealthtech
HQ
Structure
personnel move
Source published
Publisher
PR Newswire

Source: prnewswire.com