What departments does Lincoln Investment have?

Lincoln Investment has employees across 11 departments including Information Technology, Legal, Operations, Finance, Business Development.

What is the largest department at Lincoln Investment?

The largest department at Lincoln Investment is Finance with 8 employees.

Where are Lincoln Investment employees located globally?

Lincoln Investment has employees across 3 continents and 5 countries including Nigeria, India, United Arab Emirates, Philippines, United States Of America.

How has Lincoln Investment's team size changed over time?

Lincoln Investment's team has decreased from approximately 1.1K to 629 employees based on available data.

Lincoln Investment Employee Directory

Q: Who are Lincoln Investment's key employees and leadership?

Lincoln Investment's key employees include: Evp, Chief Information & Technology Officer: J. E., Chief Executive Officer: E. F., Chief Executive Officer & President: T. C., Chief Of Staff To The President & Coo: I. W., Chief Human Resources Officer: S. F..

Financial ServicesPennsylvania, United States501-1000 Employees

Lincoln Investment is a financial services firm headquartered in Fort Washington, Pennsylvania, operating as a full-service broker-dealer and registered investment adviser. With a history spanning about 55 years, the company supports a nationwide network of more than 1,000 financial advisors who serve over 355,000 clients representing over $46 billion in assets. Advisory services are offered through Capital Analysts or Lincoln Investment, while securities are provided through Lincoln Investment, Broker-Dealer, and the firm is a member of FINRA/SIPC. The company emphasizes independent financial professionals and provides a broad range of investment choices to meet long-term financial goals. In 2026, Lincoln Investment announced leadership changes, including Kathy Leckey as chief executive officer and Ed Forst moving to executive chairman; Anthony Bueti was appointed chief operating officer earlier in the year.

Lincoln Investment Global Highlights

North America
1.1K

United States Of America
1.1K

Asia
3

India
1
United Arab Emirates
1
Philippines
1

Africa
1

Nigeria
1

Lincoln Investment's Leadership

E. F.
Chief Executive Officer
Mobile Phone
Email
T. C.
Chief Executive Officer & President
Mobile Phone
Email
I. W.
Chief Of Staff To The President & Coo
Mobile Phone
Email
S. F.
Chief Human Resources Officer
Mobile Phone
Email
D. M.
Chief Financial Officer
Mobile Phone
Email
S. M.
Chief Investment Officer
Mobile Phone
Email
J. B.
Vice President And Portfolio Manager(2015-Present ) And Director Asset Management(2002-2015)
Mobile Phone
Email
L. H.
Vice President Of Marketing & Communications
Mobile Phone
Email

Lincoln Investment Employee Metrics

100%

50%

0%

2026

2025

Finance
Operations
Engineering
Analytics
Sales
Other
Banking
Community & Social Services
Legal
Program & Project Management
Consultant

Contact profiles from Lincoln Investment

Name

Title

Contact Info

Location

Last Update

I. W.
President
Mobile Phone
Email
Oct 17, 2024
J. N.
President
Mobile Phone
Email
United StatesArkansas
Apr 24, 2025
J. G.
President
Mobile Phone
Email
UNITED STATES
Mar 27, 2025
K. W.
President
Mobile Phone
Email
Oct 17, 2024
L. W.
Owner
Mobile Phone
Email
UNITED STATES
Jul 23, 2025
M. H.
Managing Partner And Financial Advisor
Mobile Phone
Email
May 23, 2025
M. S.
Financial Advisor, Branch Owner/Manager
Mobile Phone
Email
Jun 27, 2025
M. S. C.
Financial Advisor, Branch Owner/Manager
Mobile Phone
Email
Oct 16, 2024
R. C.
President
Mobile Phone
Email
UNITED STATES
Jan 18, 2024
S. M.
Chief Investment Officer
Mobile Phone
Email
United StatesFlorida
Jan 06, 2026

Frequently Asked Questions

What is Lincoln Investment known for?

Lincoln Investment was founded in 1968 operates in the Financial Services industry. The company's main headquarters is located in 601 Office Center Drive Suite 300 Fort Washington, Pennsylvania 19034 United States; you can contact the main corporate office by phone at

+1-215-887-****

. Explore Lincoln Investment's company overview page for more information.

What is Lincoln Investment's most common email format?

Lincoln Investment employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Lincoln Investment email formats with LeadIQ.

How many employees does Lincoln Investment have currently?

Lincoln Investment has approximately 947 employees as of June 2026. These team members are located across 3 continents, including North AmericaAsiaAfrica.

Who are Lincoln Investment's key employees and leadership?

As of June 2026, Lincoln Investment's key employees include:

Chief Executive Officer: E. F.
Chief Executive Officer & President: T. C.
Chief Of Staff To The President & Coo: I. W.
Chief Human Resources Officer: S. F.
Chief Financial Officer: D. M.

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Lincoln Investment Employee Directory

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