Andy Kalbaugh Email & Phone Number | Andy Kalbaugh is Founder & Managing Partner of Cassique Strategies. He is a seasoned C-suite leader who has supported the growth and development of some of the largest and most successful wealth management firms and platforms in the country for over 30 years. Additionally, Mr. Kalbaugh is a member of the Management Advisory Board of TowerBrook Capital Partners, a leading private equity firm. In this capacity, he advises the firm’s leadership team on investment and expansion opportunities across the wealth management industry. Before launching Cassique Strategies, Mr. Kalbaugh served as Managing Director & Divisional President at LPL Financial, the NASDAQ-traded wealth management firm. Mr. Kalbaugh, a Member of the Management Committee at LPL, had oversight for the long-term growth, satisfaction and retention of more than 17,000 independent financial advisors and 800 financial institutions, representing more than 900 billion in assets. Previously, Mr. Kalbaugh has also served as CEO of American General Securities and CEO of Mutual Service Corp. Mr. Kalbaugh is also currently a board member for Communities In Schools of Mecklenburg County, NC, where he previously served as President. • Series 7, 24, and 63 registered

Andy Kalbaugh

Andy Kalbaugh is Founder & Managing Partner of Cassique Strategies. He is a seasoned C-suite leader...
Charlotte, North Carolina, United States

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Andy Kalbaugh’s Email andy.kalbaugh@lpl.com

Andy Kalbaugh’s Phone Numbers

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Andy Kalbaugh’s Location Charlotte, North Carolina, United States

Andy Kalbaugh’s Current Industry Towerbrook Capital Partners

Andy Kalbaugh’s Prior Industry Lpl Financial | Mutual Service | American General Securities

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Manangement Advisory Board

2021-11-01 00:00:00 - Present

Managing Director, Divisional President | National Sales and Consulting

2012-01-01 00:00:00 - 2021-03-01 00:00:00

President & Chief Executive Officer

2007-06-01 00:00:00 - 2009-07-01 00:00:00

President & Chief Executive Officer

1995-09-01 00:00:00 - 2007-06-01 00:00:00

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Andy Kalbaugh is a Andy Kalbaugh is Founder & Managing Partner of Cassique Strategies. He is a seasoned C-suite leader who has supported the growth and development of some of the largest and most successful wealth management firms and platforms in the country for over 30 years. Additionally, Mr. Kalbaugh is a member of the Management Advisory Board of TowerBrook Capital Partners, a leading private equity firm. In this capacity, he advises the firm’s leadership team on investment and expansion opportunities across the wealth management industry. Before launching Cassique Strategies, Mr. Kalbaugh served as Managing Director & Divisional President at LPL Financial, the NASDAQ-traded wealth management firm. Mr. Kalbaugh, a Member of the Management Committee at LPL, had oversight for the long-term growth, satisfaction and retention of more than 17,000 independent financial advisors and 800 financial institutions, representing more than 900 billion in assets. Previously, Mr. Kalbaugh has also served as CEO of American General Securities and CEO of Mutual Service Corp. Mr. Kalbaugh is also currently a board member for Communities In Schools of Mecklenburg County, NC, where he previously served as President. • Series 7, 24, and 63 registered