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Gary Carrai

Executive Vice President,

LPL Financial

About Gary

Gary Carrai is an Executive Vice President of Wealth Management Solutions, which includes oversight of Strategic Partners, Retirement Partners, and Fortigent. He was was formerly the head of LPL's HNW Solutions team and a co-founder and President of Fortigent, an LPL acquired company that provides performance reporting, research and practice management to registered investment advisors and banks. He helped grow Fortigent to 135 employees supporting 100 firms with platform assets of $75 Billion.Prior to joining Fortigent, Mr. Carrai was a Managing Director of Lydian Wealth Management (LWM), an independent RIA with over $4B in assets under management. LWM's growth created an opportunity to leverage its investment research and data management technology to empower other firms entering wealth management to compete in the high-net-worth marketplace. This led to the creation of Fortigent.Mr. Carrai has a Bachelor of Science degree in Finance from Indiana University of Pennsylvania and is a Chartered Financial Analyst (CFA) and a member of the CFA Institute and the Washington Society of Investment Analysts (WSIA).
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