Lincoln Financial Nabs T. Rowe Wealth Head to Lead Fund Distribution

Tags: Personnel

Lincoln Financial announced that it has recruited industry veteran Tom Morelli as its new vice president for investment distribution.

Morelli will be in charge of supporting the distribution of the firm’s suite of more than 100 sub-advised variable insurance funds, mutual funds, model portfolios, and other investment solutions. He will report to Chief Distribution and Brand Officer John Kennedy.

Morelli brings more than 25 years of investment distribution experience to the new role. Prior to joining Lincoln Financial, Morelli served as head of wealth management and head of broker/dealer distribution at T. Rowe Price and was with the firm for over 20 years. He also served as a vice president in the institutional subadvisory sales group at Pioneer Investments for nearly six years. 

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Written By: Dakota

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