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LPL Financial asset manager Garrett Fish

Industry Spotlight > Broker Dealers

LPL Nabs J.P. Morgan Fund Manager for New Model Portfolio Role

By Janet Levaux

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LPL Financial has hired former J.P. Morgan fund manager Garrett Fish, CFA, to serve as head of Model Portfolio Management in a new role at the firm.

Fish spent 19 years at J.P. Morgan as a fund and portfolio manager. Earlier, he worked for Mercury Asset Management, Jardine Fleming and Aetna Capital Management.

“Garrett’s extensive active portfolio management experience, including his international purview, will deepen our investment model management capabilities for the benefit of LPL advisors and their clients,” said LPL’s chief investment officer, Marc Zabicki, in a statement.

“As he joins LPL’s seasoned team of research professionals, his background and experience will also be brought to bear across our entire organization as we work collectively to provide the expertise, rigorous analysis and valued insights on which advisors and their clients can rely.”

Fish, who will be part of LPL’s Strategic & Tactical Asset Allocation Committee, has focused on large-cap equity, multi-asset and sustainable investing during his career, and has worked in Hong Kong, London and the U.S.

“I’m truly looking forward to collaborating with my Research colleagues and leadership across the entirety of LPL’s organization to help drive best-in-class investment strategies supported by sound risk-management protocols that consistently deliver value to advisors and their clients,” he said. “Adding perspective and value to the expanding team’s multifaceted approach is a hugely gratifying move.”

LPL works with some 21,000 financial advisors and 500 RIA firms.

Janet Levaux

@Think_JanetL

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