Biography

Marc Cohen is the Managing Director of Business Strategy and Innovation for LPL Financial. The Business Strategy and Innovation team unites strategy and innovation functions to continuously elevate the client experience. This organization includes the development of the firm’s corporate strategy including business line and affiliation strategy for independent advisors, large enterprises and institutional channels, as well as LPL Business Services and the Emerging Solutions Research and Development Lab.

Mr. Cohen joined LPL in 2018 to help lead the firm’s development of new advisor affiliation models, expanding LPL’s attractiveness to wirehouse breakaways and RIAs. From there, his role evolved to run corporate strategy and further develop creative and innovative ways for LPL to partner with advisors throughout their lifecycle, including the firm’s Liquidity & Succession offering.

Prior to joining LPL, Cohen was already developing deep relationships in the industry from his early career roles as an intern through to becoming Chief Operating Officer at MarketCounsel.

From serving as an architect of many of the highest profile wirehouse breakaways in the industry, to supporting their journey as business owners through strategy development, evolving operational and compliance requirements, succession planning, and exit strategies, Cohen has helped countless successful advisors become successful entrepreneurs. 

Mr. Cohen earned a bachelor’s degree in Accountancy from The George Washington University in Washington, DC.