Mark Casady is the retired chief executive officer of LPL Financial, which he guided to become a leading financial services organization that serves independent financial advisors, banks, and credit unions and that provides clearing services to broker/dealers at financial services companies.
Before joining LPL Financial in 2002, Mr. Casady was managing director of the mutual fund group for Deutsche Asset Management, Americas —formerly Scudder Investments. He joined Scudder in 1994 and held roles as managing director, head of the global mutual fund group, and head of defined contribution services; he was also a member of the Scudder, Stevens, and Clark board of directors and management committee. Prior to Scudder, he held roles at Concord Financial Group as institutional sales manager and at Northern Trust as vice president of investments and head of global custody operations in its London office.
Mr. Casady is a member of the board of the Financial Services Roundtable, EZE Software Group,and Citizens Financial Group. He is a former member of the Financial Industry Regulatory Authority (FINRA) board of governors and a former chairman of the Insured Retirement Institute(IRI). He has also previously served on the executive committee of the Investment Company Institute board of governors.
Additionally, Mr. Casady is treasurer of the Casady family’s One Step Forward Education Foundation, which focuses on changing the lives of children around the globe through education. He also helped found and fund the Invest in Others Charitable Foundation, which recognizes the philanthropic activity of financial advisors across the industry.
In 2007, Mr. Casady was named Financial Executive of the Year by DePaul University College of Commerce. He was also named one of the top 50 financial professionals by Irish American magazine in 1999, and in 2008 he was inducted into the Redefining Investment Strategy Education "Hall of
Fame" by the University of Dayton. In 2014, he was a Finalist for the EY Entrepreneur of the Year Award in the Financial Services category in the New England Region.
Mr. Casady received a Bachelor of Science from Indiana University and an MBA from DePaul University. He is FINRA Series 7, 24, and 63 registered through LPL Financial.