LPL Financial Holdings Inc. announced the appointment of Kristian Kerr as senior vice president, head of macro strategy and Jina Yoon, CFA, as vice president, chief alternative investment strategist for the firms Research team. LPL Research provides timely analysis of asset allocation and portfolio management, commentary on the market and economic maneuvers, and insights and observations on how economic and geopolitical trends impact markets. In his new role, Kerr will help formulate LPLs house investment view across regions and asset classes, and provide detailed market analyses to inform portfolio decisions.

He will also lead the firms Strategic and Tactical Asset Allocation Committee (STAAC), determining broad asset class exposure levels that are the basis for the model portfolios that LPL manages for its advisors and institutions. Prior to joining LPL, Kerr was the western region head of foreign exchange and macro at Citi Private Bank in San Francisco. He has also held various strategy and trading roles at other global financial institutions.

Yoon will be responsible for leading the research effort on alternative investment strategies by providing actionable investment and portfolio management guidance. She is also a member of STAAC. Yoon joins LPL from Nomura Private Capital, where she served as the head of portfolio management and as a senior portfolio manager focused on building and managing alternative investment products for Registered Investment Advisors.