Lincoln Investment Appoints Kathy Leckey

Lincoln Investment announced a leadership change on June 1, 2026. Lincoln Investment appointed Kathy Leckey as Chief Executive Officer, effective June 1, 2026, as Ed Forst became Executive Chairman of the Board in what the company described as the completion of a multi-year executive succession plan.

What changed

Kathy Leckey was named Chief Executive Officer. Ed Forst, who had served as Chief Executive Officer since 1992, moved to Executive Chairman of the Board at the same time and will provide governance oversight and strategic guidance.

Leader: Kathy Leckey
Role: Chief Executive Officer
Effective: June 1, 2026
Announcement date: June 1, 2026

Leadership background

Leckey joined Lincoln Investment in 2020. The company said that since joining she has served as President and Chief Operating Officer and has played a pivotal role in the firm’s operational expansion and its current $60 billion AUM milestone.

The mandate

Lincoln Investment said Leckey will oversee the firm’s executive leadership team and strategic priorities and lead its overall strategic direction. Leckey said the firm’s primary focus is the success of its approximately 1,000 financial professionals, and she cited aligning leadership across technology, operations, and business development.

Why this matters for GTM teams

Executive appointments can precede changes in strategy, operating cadence, hiring, partnerships, and technology priorities. The useful signal is not the title alone: teams should watch the new leader’s stated mandate, prior playbook, organizational scope, and the initiatives announced during the first two quarters.

Source and methodology

This leadership profile is based on the company’s announcement. Roles, transition timing, and biographical details are presented as announced; SalesTools Research does not infer undisclosed succession plans.

Primary source: Lincoln Investment leadership announcement.