Biography

Marc Cohen is the Chief Growth Officer and Group Managing Director overseeing Strategy & Growth for LPL Financial. The Strategy & Growth team unites our organic growth efforts with the firm’s strategic priorities, enabling continued agility in navigating evolving market dynamics and alignment with long-term goals. This organization includes the development of the firm’s corporate strategy, including channel and affiliation strategy, as well as LPL Business Solutions and the firm’s recruiting and transitions teams.

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, Mr. 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, Mr. 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, D.C.