LPL Financial Holdings Inc at Citi Asset Managers, Broker Dealers & Exchanges Conference Transcript

Feb 27, 2019 / 04:10PM GMT
William R. Katz - Citigroup Inc, Research Division - MD

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cover the asset managers, brokers and have oversight for the exchanges, which was covered by my -- one of my counterparts, Ben Herbert, on my team and to my right is Brian, who helps me cover LPL Financial, and we're pleased this morning to have part of management team from LPL here today. Just to my left is Matt Audette, who is the Chief Financial Officer. Prior to joining LPL, Matt was the CFO for E*TRADE for about 4 years or so through 2015. And since coming from there to here, as we were just talking about before, greatly improve the story in our view.

And also here from the IR team is Chris Koegel and Carter Gibson. So gentlemen, welcome. Thank you so much for coming. I try to keep this room relatively intimate, so if there are any -- if people want to fire away with questions, I just ask that you put your hand up, there are microphones all about and feel free to fire away. I have enough questions to last the entire time, but by the same token I love nothing more than just sitting and taking good notes.

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