Mike Holtschlag is the Executive Vice President and head of Banking & Lending at LPL Financial a leading retail investment advisory firm and the nation’s largest independent broker/dealer. In his role, Mike leads the strategy, design, development, execution, and delivery of LPL’s suite of banking and lending solutions to position us as the leading firm in wealth management.
Mike brings over 17 years of experience from Fidelity Investments, most recently as Senior Vice President for the Saving, Spending, and Lending Business within Personal Investing. Here, Mike led a global, cross-functional team of 150 associates providing a broad portfolio of financial solutions to Fidelity’s retail clients, including Cash Management, Credit, Debit, and Lending Solutions, Health Savings Accounts, 529s, Fixed Income Securities, and Alternatives.
Prior to Fidelity, Mike was a Principal at The Boston Consulting Group, leading teams that developed and supported critical initiatives across a broad range of clients—from start-up to multi-national— including, Financial Services, Healthcare, Industrial Goods, Automotive, Consumer Goods, and Energy.
Mike earned a bachelor’s degree in economics from Harvard University and an MBA from The Wharton School of Business at the University of Pennsylvania
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