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LPL Financial appoints two strategists to research team


LPL Financial has added two new executives to the firm’s Research team – Tim Knepp as executive vice president, chief investment strategist and chief wealth officer, and Matthew Peterson as senior vice president, chief wealth strategist. 

Both executives will support LPL's high-net-worth businesses, which provide advisors technology, investment research, and practice-management consulting services. Knepp and Peterson will report to Burt White, managing director and chief investment officer.

As chief investment strategist and chief wealth officer, Knepp will be based in Charlotte, NC, and will be responsible for overseeing and delivering investment solutions, tactical guidance, portfolio construction, and research support for LPL's independent advisor, bank wealth, high-net-worth, and RIA clients. Knepp has more than 25 years of multi-asset class investment management experience and most recently served as senior vice president and chief investment officer of Savos Investments, previously known as Genworth Financial Asset Management and a division of AssetMark, Inc. Prior to that role, he served as vice president and director of manager research and due diligence at Genworth Financial/GE Private Asset Management. Knepp's research and investment perspectives have been widely quoted in several high-profile, national media outlets.

As senior vice president and chief wealth strategist, Peterson will be based in Boston and will develop thorough investment analysis tailored to financial advisors serving high-net-worth clients, and help to optimise the wealth platform. For Peterson, who has more than 20 years of experience as an investment professional, joining LPL marks a return to a familiar role. Earlier in his career he helped found Lydian Wealth Management, a leading high-net-worth advisory company that grew rapidly under his tenure to one of the largest independent firms in the country (Lydian Wealth was also a predecessor firm to Fortigent, a provider of high-net-worth solutions and consulting services that LPL acquired in 2012). As a partner and chief investment officer until 2005, Peterson oversaw all investment research, including creation of asset allocation models, alternative investment advice, and manager due diligence. He joins LPL from GM Advisory Group, an employee-owned investment manager, where he served as director of strategy and research. Previously, he was the investment director and portfolio strategist for Newgate Capital, an emerging market and commodity equity buy-side boutique.

"We are excited to welcome Tim—and welcome Matthew back—to the firm to complete our senior leadership team; each will play a significant role in providing thought leadership and insights tailored to the high-net-worth marketplace," says White. "Our talent is our greatest differentiator, and Tim and Matthew are two of the best and brightest in the industry. Tim has an impressive track record in portfolio construction and comprehensive knowledge in macroeconomic and capital markets analysis that will further empower our advisors to provide their clients with thoughtful and unbiased advice in a timely manner. And, we believe that Matthew's extensive portfolio management experience, familiarity with high-net-worth clients, and expertise overseeing alternative investment strategies will only accelerate the development of our wealth platform.

"I am confident that the combination of Tim's and Matthew's arrival along with the establishment of Anthony Valeri's thought leadership initiative, and the market-leading efforts of our due diligence team, led by Director of Research Kirby Horan-Adams, will provide the LPL Research team with the forward momentum to continue our mission to deliver superior investment advice."

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