Schadle steps down as FPA CEO

Schadle steps down as FPA CEO
Before becoming chief executive, Schadle served various leadership roles at the association for more than 20 years
MAY 29, 2020

Lauren Schadle is leaving her post as chief executive of the Financial Planning Association after nearly eight years at the helm, the organization announced Friday. 

Schadle has held leadership roles with the FPA for more than 20 years, previously serving as associate executive director and chief operating officer before assuming her role as CEO in October 2012.

The association did not detail Schadle’s next career move. 

The FPA has appointed Patrick Mahoney as interim CEO, effective immediately, while the association’s board of directors conduct a formal search for a permanent successor, according to a release. The FPA did not provide a timeline for the search. 

While Mahoney is an outsider to the FPA, he is a seasoned consultant. Currently, he helps guide the strategic leadership behind a number of global organizations focused on market relevance, innovation and growth. 

Prior to his current position, Mahoney served as chief marketing officer at the Institute of Electrical and Electronics Engineers and former president and CEO of IEEE GlobalSpec, Inc., the press release noted. 

The leadership shuffles come on the heels of the FPA’s announcement last week of its revamped website and brand. On top of that, the association is working on the FPA Virtual Externship program, which “highlights the important impact FPA, and its members, have on the financial planning profession,” FPA President Martin Seay said in a statement.

Latest News

RIAs need to visit universities to attract students
RIAs need to visit universities to attract students

RIAs need to find universities that offer financial planning programs and sponsor or host events, advisor suggests.

Orion deepens Capital Group alliance with ETF portfolio tie-up
Orion deepens Capital Group alliance with ETF portfolio tie-up

The leading wealth tech provider is helping more advisors access active ETF models through its exclusive partnership.

JPMorgan client who lost $50M amid dementia battle denied trial
JPMorgan client who lost $50M amid dementia battle denied trial

Case of once-wealthy family highlights risks, raises questions on firms' duties to sophisticated investors suffering cognitive decline.

Stifel loses huge $14.2 million arbitration claim linked to star Miami broker
Stifel loses huge $14.2 million arbitration claim linked to star Miami broker

“The evidence in this case was overwhelming,” says an attorney.

$9B Gateway Investment Advisers names Julie Schmuelling president
$9B Gateway Investment Advisers names Julie Schmuelling president

The move marks the culmination of a decade-long journey for the new leader at the Ohio-based RIA and Natixis affiliate firm.

SPONSORED Leading through innovation – with Tom Ruggie of Destiny Wealth Partners

Uncover the key initiatives behind Destiny Wealth Partners’ success and how it became one of the fastest growing fee-only RIAs.

SPONSORED Client engagement strategies, growth and retention in the down markets

Key insights from Gabriel Garcia on adapting to demographic shifts and enhancing client experience in a changing market