Kabir Sethi is managing director and Chief Product Officer for LPL Financial. He is responsible for the development and management of advisor and end-client technology solutions, as well as wealth management platforms for the firm.
In this role, he provides strategic leadership and direction to the Wealth Management & Investment Research, Investor Product Experience, Advisor Technology Products, and Enterprise Data and Analytics teams.
Prior to joining LPL, Mr. Sethi held several leadership positions at Merrill Lynch, including managing director in Bank of America’s Global Wealth & Investment Management (GWIM) division. He also served as head of Digital for Merrill Lynch Wealth Management, and was responsible for Merrill’s digital platforms, including the financial advisor experience, wealth planning, and social media.
He has extensive experience with digital strategy and innovation, as well as client-facing online and mobile platforms, financial advisor workstations, CRM platform, social media capabilities and client-advisor collaboration.
Mr. Sethi earned a Bachelor of Economics from St. Stephen’s College at Delhi University, a Master of Business Administration from Indian Institute of Management Ahmedabad, and a Master of International Business from Columbia University.