John Andrew Kalbaugh
Director/Board Member at Greater Charlotte Chamber of Commerce, Inc.
Profile
John Andrew Kalbaugh currently works at Greater Charlotte Chamber of Commerce, Inc., as Director and TowerBrook Capital Partners LP, as Management Advisory Board member from 2022.
Mr. Kalbaugh also formerly worked at American General Securities, Inc., as Chairman, President & Chief Executive Officer, Mutual Service Corp., as Chief Executive Officer, Associated Securities Corp., as Chief Executive Officer, LPL Financial LLC, as Managing Director from 2011 to 2012, The Advisors Group, as Director-Eastern Regional Sales, Osaic, Inc., as Director, UVEST Financial Services Group, Inc., as President, LPL Financial Holdings, Inc., as MD-Divisional President & National Sales from 2013 to 2021, LPL Independent Advisor Services Group LLC, as Executive Vice President-Business Consulting, and Cis Charlotte-Mecklenburg, as President.
Mr. Kalbaugh received his undergraduate degree from the University of Maryland.
John Andrew Kalbaugh active positions
| Companies | Position | Start |
|---|---|---|
Greater Charlotte Chamber of Commerce, Inc.
 Greater Charlotte Chamber of Commerce, Inc. Miscellaneous Commercial ServicesCommercial Services Greater Charlotte Chamber of Commerce, Inc. operates as chamber of commerce organization. It offers economic development, public policy, networking, market demographics and building relationships services. The company was founded in 1915 and is headquartered in Charlotte, NC. | Director/Board Member | - |
TowerBrook Capital Partners LP
 TowerBrook Capital Partners LP Investment ManagersFinance TowerBrook Capital Partners LP (TowerBrook Capital Partners) is a private equity firm founded in 1988 by Neal Moszkowski and Anthony O'Carroll. The firm is headquartered in New York. | Consultant / Advisor | 2022-03-31 |
Former positions of John Andrew Kalbaugh
| Companies | Position | End |
|---|---|---|
| LPL FINANCIAL HOLDINGS INC. | Corporate Officer/Principal | - |
| Cis Charlotte-Mecklenburg | President | - |
American General Securities, Inc.
 American General Securities, Inc. Miscellaneous Commercial ServicesCommercial Services Part of American International Group, Inc., American General Securities, Inc. provides business management consulting services. The company is based in Houston, TX. | Chief Executive Officer | - |
| Associated Securities Corp. | Chief Executive Officer | - |
Mutual Service Corp.
 Mutual Service Corp. Investment Banks/BrokersFinance Mutual Service Corp. provides securities brokerage services. The firm’s products and services include Turnkey mutual fund programs, flexible fee-based and separately managed accounts, fixed insurance, and UITs. It provides its services to independent registered financial planners throughout the United States. The company was founded by Thomas W. Brubaker in 1969 and is headquartered in West Palm Beach, FL. | Chief Executive Officer | - |
Training of John Andrew Kalbaugh
| University of Maryland | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 1 |
|---|---|
| LPL FINANCIAL HOLDINGS INC. | Finance |
| Private companies | 11 |
|---|---|
UVEST Financial Services Group, Inc.
 UVEST Financial Services Group, Inc. Finance/Rental/LeasingFinance UVEST Financial Services Group, Inc. provides third party brokerage services. It offers investment and insurance programs to regional banks and credit unions. The company was founded on June 19, 1978 and is headquartered in Fort Mill, SC. | Finance |
American General Securities, Inc.
American General Securities, Inc. Miscellaneous Commercial ServicesCommercial Services Part of American International Group, Inc., American General Securities, Inc. provides business management consulting services. The company is based in Houston, TX. | Commercial Services |
Mutual Service Corp.
Mutual Service Corp. Investment Banks/BrokersFinance Mutual Service Corp. provides securities brokerage services. The firm’s products and services include Turnkey mutual fund programs, flexible fee-based and separately managed accounts, fixed insurance, and UITs. It provides its services to independent registered financial planners throughout the United States. The company was founded by Thomas W. Brubaker in 1969 and is headquartered in West Palm Beach, FL. | Finance |
| Associated Securities Corp. | |
LPL Financial LLC
 LPL Financial LLC Investment ManagersFinance LPL Financial LLC is a SEC-registered investment advisor and wealth management firm headquartered in Fort Mill, South Carolina. The firm was founded in 1989 as Linsco/Private Ledger Corp. They are a direct subsidiary of LPL Holdings, Inc., owned by LPL Financial Holdings, Inc. (NASDAQ: LPLA). LPL Financial offers various types of advisory services and programs to individual and institutional clients. | Finance |
Greater Charlotte Chamber of Commerce, Inc.
Greater Charlotte Chamber of Commerce, Inc. Miscellaneous Commercial ServicesCommercial Services Greater Charlotte Chamber of Commerce, Inc. operates as chamber of commerce organization. It offers economic development, public policy, networking, market demographics and building relationships services. The company was founded in 1915 and is headquartered in Charlotte, NC. | Commercial Services |
TowerBrook Capital Partners LP
TowerBrook Capital Partners LP Investment ManagersFinance TowerBrook Capital Partners LP (TowerBrook Capital Partners) is a private equity firm founded in 1988 by Neal Moszkowski and Anthony O'Carroll. The firm is headquartered in New York. | Finance |
LPL Independent Advisor Services Group LLC
 LPL Independent Advisor Services Group LLC Investment Banks/BrokersFinance Part of LPL Financial Holdings, Inc., LPL Independent Advisor Services Group LLC provides brokerage services. The company is based in Newport Beach, CA. LPL Independent Advisor Services Group was acquired by LPL Financial Holdings, Inc. from Pacific Mutual Holding Co. on June 20, 2007. | Finance |
The Advisors Group
 The Advisors Group Investment ManagersFinance The Advisors Group is a financial planning company that provides strategic tax planning to help clients prepare for their future and navigate life's unexpected events. The Advisors Group is based in Lubbock, TX and offers investment advisory services through Strategy, Inc. The private company works with individuals and families over a long period of time, including multiple generations, to help them achieve their personal and family financial life goals. The company receives fees rather than commissions, ensuring that all recommendations are based on the client's best interests. | Finance |
Osaic, Inc.
 Osaic, Inc. Investment ManagersFinance Osaic, Inc. engages in the provision of wealth management services. It offers advices on investment products, such as mutual funds, variable annuities, insurance, and alternative investments, advisory and asset management services, and advisory services program. The company is headquartered in Phoenix, AZ. | Finance |
| Cis Charlotte-Mecklenburg |
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