firm
Lincoln Investment
FORT WASHINGTON, PA
CRD: 519
In PWD coverage since September 7, 2026 · 3 stories
$22BRegulatory AUMSEC Form ADV · Sep 4
1,238EmployeesForm ADV
+3Talent net · 12 months3 in · 0 out
Talent flow · 12 monthsOn the wire →
Net +3 · 3 arrivals · 0 departures
Arrivals
Curtis Wilcox
Sep 6 · from Corebridge Financial
Ed Forst
Sep 2 · from Lincoln Investment
Kathy Leckey
Sep 2 · from Lincoln Investment
Departures
None tracked.
PWD coverage
the_wrap
OnePoint BFG strips Northwestern Mutual of 18 advisors and $3 billion
The renamed Bleakley Financial absorbed a team and a three-billion-dollar book from the same insurance-owned firm on one Monday, the clearest sign yet that captive distribution has become liftout inventory.