Richard Steinmeier
Corporate Officer/Principal at LPL FINANCIAL HOLDINGS INC.
Net worth: 7 M $ as of 2024-03-30
Profile
Richard Steinmeier is currently the Director at The Invest In Others Charitable Foundation and the MD, President-Business Strategy & Growth at LPL Financial Holdings, Inc. He previously worked as the Director-Business Development at Merrill Lynch & Co., Inc. and as the Head-Digital Strategy & Platforms at UBS Financial Services, Inc. He also worked as an Engagement Manager at McKinsey & Co., Inc. from 2002 to 2006.
Mr. Steinmeier holds an MBA from Stanford University and an undergraduate degree from The Wharton School of the University of Pennsylvania.
Known holdings in public companies
| Company | Date | Number of shares | Valuation | Valuation date |
|---|---|---|---|---|
| 2024-02-24 | 24,896 ( 0.03% ) | 7 M $ | 2024-03-30 |
Richard Steinmeier active positions
| Companies | Position | Start |
|---|---|---|
| LPL FINANCIAL HOLDINGS INC. | Corporate Officer/Principal | 2018-08-14 |
The Invest In Others Charitable Foundation
 The Invest In Others Charitable Foundation Miscellaneous Commercial ServicesCommercial Services The Invest In Others Charitable Foundation is a 501(c)(3) organization that is backed by the financial services industry. The foundation's mission is to enhance the charitable efforts of financial advisors, employees, and their firms. | Director/Board Member | 2019-12-01 |
Former positions of Richard Steinmeier
| Companies | Position | End |
|---|---|---|
McKinsey & Co., Inc.
 McKinsey & Co., Inc. Miscellaneous Commercial ServicesCommercial Services McKinsey & Co., Inc. provides management consulting services. It specializes in design, marketing and sales, analytics, operations, transformation and restructuring, risk, strategy and corporate finance, and sustainability and resource productivity. The company was founded by James O. McKinsey in 1926 and is headquartered in New York, NY. | Corporate Officer/Principal | 2005-12-31 |
| Merrill Lynch & Co., Inc. | Corporate Officer/Principal | - |
UBS Financial Services, Inc.
 UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Corporate Officer/Principal | - |
Training of Richard Steinmeier
| Stanford University | Masters Business Admin |
| The Wharton School of the University of Pennsylvania | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 1 |
|---|---|
| LPL FINANCIAL HOLDINGS INC. | Finance |
| Private companies | 4 |
|---|---|
UBS Financial Services, Inc.
UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Finance |
McKinsey & Co., Inc.
McKinsey & Co., Inc. Miscellaneous Commercial ServicesCommercial Services McKinsey & Co., Inc. provides management consulting services. It specializes in design, marketing and sales, analytics, operations, transformation and restructuring, risk, strategy and corporate finance, and sustainability and resource productivity. The company was founded by James O. McKinsey in 1926 and is headquartered in New York, NY. | Commercial Services |
| Merrill Lynch & Co., Inc. | Finance |
The Invest In Others Charitable Foundation
The Invest In Others Charitable Foundation Miscellaneous Commercial ServicesCommercial Services The Invest In Others Charitable Foundation is a 501(c)(3) organization that is backed by the financial services industry. The foundation's mission is to enhance the charitable efforts of financial advisors, employees, and their firms. | Commercial Services |
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