Liam Marston

About Liam Marston

I’ve always been driven to help others—whether through volunteering at my local food pantry or simply holding the elevator door, making someone’s day brighter brings joy to mine.That same spirit carries into my work: I help secure the financial futures of thousands of everyday people. Partnering with a diverse array of financial professionals and firms, I develop investment strategies that help clients grow their assets using Lincoln Financial Investments’ private markets strategies and ETF models. Every client and financial professional is unique, so clear communication, respect, and listening underpin every conversation to ensure we create lasting solutions.Over my career in distribution strategy and investment management, I’ve honed the ability to develop and present investment-focused content for broader audiences. Translating complex financial concepts into accessible presentations and multimedia has helped me engage diverse professionals and clients, driving opportunities across Lincoln Financial’s product lines. My success in supporting both individuals and larger groups led to my current role where I help lead the launch and expansion of our new private markets funds line.Beyond work, I absolutely love being a dad to my energetic four-year-old son and adventurous one-year-old daughter—they inspire me to see the world with curiosity and compassion every day.Please don’t be a stranger if you’d like to talk about my work, volunteering, or anything at all.

Experience

1. Assistant Vice President, Retail Investments

   Lincoln Financial

   Apr 2025 — Present · Radnor, PA, US

   Serve as a strategic leader and subject matter expert for Lincoln\'s private markets fund suite, spearheading go-to-market execution in partnership with Distribution, Product, Marketing, Training and Competitive Intelligence to accelerate the expansion of Lincoln\'s alternative investment strategies- Private Markets Strategy & Distribution: Drive asset growth for private credit, royalties and other alternative strategies by bridging investment management and intermediary distribution. Consult with RIAs and broker-dealers on portfolio construction while empowering sales teams with competitive intelligence to maximize ROI- Thought Leadership & Content: Differentiate the firm’s investment thesis as a featured industry speaker, delivering macroeconomic insights and fund-specific narratives to thousands of advisors annually to scale brand visibility in the wealth management channel- Institutional Retirement Plan Analysis: Oversee investment due diligence for large-market retirement plans, guiding the Retirement Plan Services team on asset allocation and financial market insights to optimize defined contribution outcomes.Lincoln Financial Distributors, a broker-dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial is the marketing name for Lincoln National Corporation and its affiliates.

Education

• Ursinus College

  Dual B.S. in Economics and International Relations, Arabic Language and Literature

  2009 — 2013

• Villanova School of Business

  Master of Business Administration - MBA, Finance

  2019 — 2021

• University of Jordan

  Arabic Language and Literature

  2011 — 2012