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

Lincoln Investment Planning appointed a senior role on June 1, 2026.

Primary

Lincoln Investment Planning

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 appears to be routine succession planning.

Primary company

Lincoln Investment Planning

Counterparty

Not disclosed

Amount

Not disclosed

Event date

June 1, 2026

Sub-sector

Wealthtech

HQ

Not disclosed

Structure

Not disclosed

Source published

Not disclosed

Publisher

PR Newswire

Source: prnewswire.com