John Lohse

John plays a key role in all phases of LPL’s model portfolio management, including portfolio construction, asset allocation and investment implementation decisions, risk assessment, client communication, and portfolio monitoring. John is co-chair of the Specialized Model Portfolio Committee, and a member of the Tactical, Strategic, and Alternatives Model Portfolio Committees, specializing in the management of multi- and single-asset model portfolios across LPL’s suite of platforms. He also works with LPL advisors and partners to provide insight into model portfolio goals, positioning, and performance.

Prior to joining LPL Financial

John worked as a portfolio analyst at an independent wealth advisory firm in Wilmington, NC, where he was responsible for portfolio management, investment manager research, and trading. Prior to that role, John worked in New York City in trading operations roles with hedge funds and alternative asset firms Tudor Investment Corporation, SAB Capital, and Cerberus Capital Management.

Education & Achievements

BS in Business Administration with a concentration in Finance, University of North Carolina Wilmington

Chartered Financial Analyst®