LPL Financial Expands Wealth Planning Leadership with New EVP Tara Thompson Popernik
LPL Financial (LPLA) has announced two key executive appointments to strengthen its wealth management leadership team. Tara Thompson Popernik joins as Executive Vice President and Head of Wealth Planning, bringing 21 years of experience from Bernstein Private Wealth. She will lead the Financial Planning, High-Net-Worth, and Product Management teams, focusing on enhancing services for high-net-worth clients.
Additionally, Monte Tomasino has been appointed as Executive Vice President of Service Digital Enablement, joining from Dell Technologies where he served as Vice President of Digital Enablement and Engagement. LPL Financial, which supports over 29,000 financial advisors and manages approximately $1.8 trillion in brokerage and advisory assets, continues to strengthen its position as one of the fastest-growing wealth management firms in the U.S.
LPL Financial (LPLA) ha annunciato due importanti nomine esecutive per rafforzare il suo team di leadership nella gestione patrimoniale. Tara Thompson Popernik entra come Vice Presidente Esecutivo e Responsabile della Pianificazione Patrimoniale, portando con sé 21 anni di esperienza da Bernstein Private Wealth. Guidarà i team di Pianificazione Finanziaria, Clienti ad Alto Patrimonio e Gestione Prodotti, concentrandosi sul miglioramento dei servizi per clienti con elevati patrimoni.
Inoltre, Monte Tomasino è stato nominato Vice Presidente Esecutivo per l'Abilitazione Digitale dei Servizi, provenendo da Dell Technologies dove ricopriva il ruolo di Vice Presidente per l'Abilitazione Digitale e l'Engagement. LPL Financial, che supporta oltre 29.000 consulenti finanziari e gestisce circa 1,8 trilioni di dollari in asset di intermediazione e consulenza, continua a rafforzare la sua posizione come una delle società di gestione patrimoniale in più rapida crescita negli Stati Uniti.
LPL Financial (LPLA) ha anunciado dos nombramientos ejecutivos clave para fortalecer su equipo de liderazgo en gestión patrimonial. Tara Thompson Popernik se une como Vicepresidenta Ejecutiva y Jefa de Planificación Patrimonial, aportando 21 años de experiencia en Bernstein Private Wealth. Ella liderará los equipos de Planificación Financiera, Clientes de Alto Patrimonio y Gestión de Productos, enfocándose en mejorar los servicios para clientes con altos patrimonios.
Además, Monte Tomasino ha sido nombrado Vicepresidente Ejecutivo de Habilitación Digital de Servicios, proveniente de Dell Technologies donde fue Vicepresidente de Habilitación Digital y Compromiso. LPL Financial, que apoya a más de 29,000 asesores financieros y administra aproximadamente 1.8 billones de dólares en activos de corretaje y asesoría, continúa fortaleciendo su posición como una de las firmas de gestión patrimonial de más rápido crecimiento en EE.UU.
LPL Financial (LPLA)는 자산 관리 리더십 팀을 강화하기 위해 두 명의 주요 임원 임명을 발표했습니다. Tara Thompson Popernik는 Executive Vice President 겸 자산 계획 책임자로 합류했으며, Bernstein Private Wealth에서 21년의 경력을 보유하고 있습니다. 그녀는 재무 계획, 고액 자산 고객, 그리고 제품 관리 팀을 이끌며 고액 자산 고객을 위한 서비스 향상에 집중할 예정입니다.
또한, Monte Tomasino는 서비스 디지털 활성화 담당 Executive Vice President로 임명되었으며, 이전에는 Dell Technologies에서 디지털 활성화 및 참여 부문 부사장으로 근무했습니다. LPL Financial은 29,000명 이상의 금융 자문사를 지원하며 약 1.8조 달러의 중개 및 자문 자산을 관리하는 미국에서 가장 빠르게 성장하는 자산 관리 회사 중 하나로 입지를 강화하고 있습니다.
LPL Financial (LPLA) a annoncé deux nominations clés au sein de son équipe de direction en gestion de patrimoine. Tara Thompson Popernik rejoint l'entreprise en tant que Vice-Présidente Exécutive et Responsable de la Planification Patrimoniale, apportant 21 ans d'expérience chez Bernstein Private Wealth. Elle dirigera les équipes de planification financière, clients fortunés et gestion des produits, avec un focus sur l'amélioration des services pour les clients à haute valeur nette.
Par ailleurs, Monte Tomasino a été nommé Vice-Président Exécutif en charge de l'Activation Digitale des Services, venant de Dell Technologies où il occupait le poste de Vice-Président de l'Activation Digitale et de l'Engagement. LPL Financial, qui soutient plus de 29 000 conseillers financiers et gère environ 1,8 trillion de dollars d'actifs en courtage et conseil, continue de renforcer sa position comme l'une des sociétés de gestion de patrimoine à la croissance la plus rapide aux États-Unis.
LPL Financial (LPLA) hat zwei wichtige Führungspositionen besetzt, um sein Wealth-Management-Leadership-Team zu stärken. Tara Thompson Popernik tritt als Executive Vice President und Leiterin der Vermögensplanung bei und bringt 21 Jahre Erfahrung von Bernstein Private Wealth mit. Sie wird die Teams für Finanzplanung, vermögende Kunden und Produktmanagement leiten und sich darauf konzentrieren, die Dienstleistungen für wohlhabende Kunden zu verbessern.
Darüber hinaus wurde Monte Tomasino zum Executive Vice President für die digitale Service-Enablement ernannt. Er kommt von Dell Technologies, wo er als Vice President für digitale Enablement und Engagement tätig war. LPL Financial unterstützt über 29.000 Finanzberater und verwaltet etwa 1,8 Billionen US-Dollar an Brokerage- und Beratungsvermögen und festigt weiterhin seine Position als eines der am schnellsten wachsenden Vermögensverwaltungsunternehmen in den USA.
- Strategic strengthening of leadership team with experienced executives
- Expansion of high-net-worth client services capabilities
- Enhancement of digital transformation initiatives
- Strong market position with $1.8 trillion in assets under management
- None.
Fast-growing wealth management firm also welcomes Monte Tomasino as Executive Vice President of Service Digital Enablement
SAN DIEGO, May 21, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC, a leading wealth management firm, has appointed Tara Thompson Popernik as Executive Vice President and Head of Wealth Planning. Additionally, Monte Tomasino has joined the company as Executive Vice President of Service Digital Enablement, further solidifying LPL’s commitment to delivering top-tier wealth planning and service solutions.
Tara Thompson Popernik: Elevating Wealth Planning
Thompson Popernik will lead a team of highly specialized professionals to expand and evolve LPL’s wealth planning offering. In her new position, she will oversee LPL’s Financial Planning, High-Net-Worth and Product Management teams. Her role will focus on enhancing the firm’s ability to serve high-net-worth and ultra-high-net-worth clients more effectively.
“Tara’s extensive experience and deep understanding of the unique needs of high-net-worth clients will be invaluable as we continue to grow and refine our wealth planning value, ensuring we provide personalized and sophisticated advice to all our clients,” said Aneri Jambusaria, Group Managing Director of Wealth Management at LPL Financial.
Most recently, Thompson Popernik served as Senior Vice President of the Wealth Strategies team at Bernstein Private Wealth, where she spent 21 years in various leadership roles. Her expertise in managing complex financial needs and her commitment to client-centric solutions will be instrumental in elevating LPL’s client experience and thought leadership in the industry. Thompson Popernik holds a Bachelor of Arts in Comparative Literature from Dartmouth College and is a Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP®). She holds FINRA Series 7, 63, 9, and 10 licenses. Additionally, she is a member of CHIEF, a leading professional network for women executives.
Monte Tomasino: Driving Digital Transformation in Service
Monte Tomasino is an experienced service executive with a strong background in strategic planning, digital transformation and operational delivery. He joins LPL from Dell Technologies, where he most recently served as Vice President of Digital Enablement and Engagement. Prior to that, he managed all Dell contact centers and technical support services. Tomasino is a former U.S. Army Aviation Commander and a graduate of the United States Military Academy at West Point. He earned his Master of Business Administration degree from the University of Texas at Austin.
These appointments underscore LPL Financial’s commitment to providing elevated wealth planning and service solutions, ensuring that financial advisors and their clients receive top-tier resources and support.
About LPL Financial
LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace, LPL supports over 29,000 financial advisors and the wealth management practices of approximately 1,200 financial institutions, servicing and custodying approximately
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