Stirlingshire Investments has appointed former LPL Financial President and CEO Dan Arnold as Executive Chairman of the Board. Arnold will take an active leadership role and work directly with Stirlingshire’s founder and CEO, Steven Woods, and the company’s executive team.
His responsibilities will include strategic oversight with a focus on advisor recruiting, operational excellence, strategic partnerships, and scaling Stirlingshire’s growth initiatives.
Arnold brings decades of experience in wealth management.
During his tenure at LPL Financial, he helped lead the development and expansion of one of the largest independent wealth management platforms in the United States and built relationships across advisor, enterprise, branch and recruiting organizations.
His appointment adds another senior industry executive to a leadership and governance group that spans financial services, investment management, compliance, technology, entrepreneurship, law and public policy.
Stirlingshire is also developing Stirling One, its AI-native Wealth Management Operating Platform.
The platform integrates core wealth management functions including onboarding, portfolio management, trading, rebalancing, tax optimization, compliance, reporting, CRM, communications and AI-powered advisor tools.
Stirlingshire’s advisor model offers a 100% payout with zero platform expenses.
The company’s broader leadership team includes Chief Technology Officer Constantine Gavalas, previously Global Head of Technology Operations and CIO, Global Delivery at State Street Corporation, and Chief Compliance Officer Candice Gilman, who previously served as Chief Compliance Officer of SoFi Wealth.
Chief Market Strategist David Lundgren previously served as Director of Technical Research at Wellington Management.
Stirlingshire’s board also includes Scott Friedman, a founding team member at Robinhood who served as President and Chief Compliance Officer of Robinhood Financial and Robinhood Securities, and Ash Kalb, Co-Founder and President of Fulcra Dynamics and Co-Founder of Katalys.
The appointment is intended to support Stirlingshire’s continued effort to build a vertically integrated wealth management platform around advisors and their clients.
KEY QUOTES:
“Dan’s reputation, leadership experience, and relationships are unparalleled in our industry. He has spent his career helping advisors build successful businesses, and his decision to join Stirlingshire is a powerful validation of both our platform and our vision.”
Steven Woods, Founder and CEO of Stirlingshire Investments
“The opportunity ahead requires more than technology alone. It requires experienced leadership, disciplined governance, regulatory depth, and people who understand how financial advisors build and operate their businesses.”
Steven Woods, Founder and CEO of Stirlingshire Investments
