Thomas Shipp

Tom leads the Equity Research team at LPL Financial, which provides actionable insights driven from quantitative and fundamental equity research. Tom focuses on factor-based quantitative analysis alongside traditional fundamental research in this role, developing and managing LPL Research’s Equity Focus Lists. Tom is a member of the Strategic Asset and Allocation Committee (STAAC), which provides a united investment view across a comprehensive range of investing disciplines.

Before Tom joined the Research team, he served as Vice President in LPL’s Enterprise Data & Analytics organization.

Prior to joining LPL Financial

Tom worked as an equity research analyst at BMO Capital Markets in New York, where he worked on a team covering the U.S. Oilfield Services industry. Earlier in his career, Tom supported portfolio managers, research analysts, and traders in various roles at Jennison Associates and AllianceBernstein.

“Joining LPL Research and standing up the Equity Research team was pure kismet. It perfectly blended my training in fundamental research, data analytics, and programming, and offered the opportunity to lead a team of talented and hard-working investment professionals.”

Education & Achievements

BS in Business Administration, Fordham University

Chartered Financial Analyst®

Series 7, 63, and 87 licenses