LPL Financial announced the appointment of Vaughn Harvey as executive vice president and chief data and artificial intelligence (AI) officer. Harvey will oversee the company’s data and AI initiatives, driving innovation and digital transformation across the organization.
Harvey has over 25 years of experience in AI-driven digital transformations and enterprise-wide data strategies. And most recently, he served as managing director and head of product and transformation for consumer and community bank finance at JP Morgan Chase. Prior to joining JP Morgan Chase, Harvey held a variety of senior analytical roles at Morgan Stanley, PwC and Jefferies.
Harvey is based in New York City and has an MBA in finance from New York University’s Stern School of Business and a bachelor’s degree in electrical engineering from the University of Sydney.
In Q4 2024, LPL launched AI Advisor Solutions, which is a curated program designed to help advisors maximize their days, deliver bespoke client experiences, and leverage data to provide more sophisticated and personalized financial advice.
Plus, LPL’s AI Accelerator program supports the firm’s goal to incorporate and deliver AI solutions that have a tangible and immediate impact on advisors’ businesses. LPL is now actively piloting a program that applies AI to generate customized insights for personalized financial planning and a streamlined new client onboarding process powered by AI.
KEY QUOTES:
“Vaughn’s extensive experience and proven track record in leveraging AI and data to drive business outcomes make him the perfect fit for LPL as we continue to scale our offering and leadership in this space. We look forward to the significant contributions he will bring to our advisors who are looking to AI to streamline and grow their practices in a meaningful way.”
- Gary Carrai, chief product officer at LPL Financial
“Joining LPL Financial is a unique opportunity to lead the next wave of innovation in wealth management. I am eager to work with the talented tech team here to drive digital transformation and deliver sophisticated solutions that enhance our clients’ experiences.”
- Vaughn Harvey
