12 financial services leaders to follow on LinkedIn

1/29/20 10:38 AM / by Matt Nollman

Growing your network on LinkedIn helps build your brand awareness and form connections with potential clients. It’s also a great way to stay informed about trending topics and relevant news, but the best way to stay vigilant is to follow industry leaders.


Following financial services thought leaders will help you monitor key news and create opportunities for you to engage with others in the space. For finance professionals who have no shortage of expert resources to read, it’s difficult to narrow the list to a handful of “must follow” influencers, but here’s a start.


This is our list of 12 financial services leaders that are worth a follow.


  1. Jamie Dimon, Chairman, and CEO, JPMorgan Chase & Co

    Jamie runs the largest bank in the U.S. He began his career at American Express and later helped build modern-day Citigroup. In 2000, he became the BankOne CEO, and a year after BankOne was purchased by JP Morgan in 2004, he was named CEO. He has been named four times to Time Magazine's TIME 100 most influential people in the world list and Fortune’s World’s Greatest Leaders for 2018 list.


  1. Sallie Krawcheck, CEO and Co-Founder of Ellevest

    Sallie Krawcheck is the Co-founder and CEO of Ellevest, an innovative digital investment platform designed to help women reach their financial goals. She is one of the highest-ranked women ever to have worked on Wall Street, having held posts such as CEO of Smith Barney, CEO of Merrill Lynch Wealth Management, and CFO of Citigroup. She has been profiled as one of Fast Company’s “Most Creative People” in business, as well as in The Wall Street Journal, Fortune, Forbes, and more.


  1. Mohamed El-Erian, Advisor, International Advisory Group, GIC

    Dr. Mohamed A. El-Erian is Chief Economic Advisor at Allianz and President-elect of Queens' College, Cambridge University. A Financial Times contributing editor, Bloomberg Opinion columnist, Gramercy senior advisor and part-time Practice Professor at Wharton. He has authored two New York Times bestsellers.


  1. Bob Reynolds, President and CEO, Putnam Investments

    Bob has been Putnam’s CEO for over 11 years, where he was the first financial services CEO on Twitter. Now with 160,000+ followers on LinkedIn, Bob is undoubtedly someone to follow. He posts regularly on market trends, industry news, and important company updates; and is the author of, From Here to Security. As a former NCAA College Football referee and former Vice-Chair at Fidelity, you’d be hard-pressed to find a more interesting financial services leader to follow on this platform.


  1. Adena Friedman, President, and CEO, Nasdaq

    Listed among Forbe’s 40 most powerful women in 2015, Adena has served Nasdaq for over two decades. She is also an advocate for financial literacy and education and has served on the Board of the Greater Washington, D.C. Chapter of Junior Achievement, a non-profit that supports youth in their journey to financial independence.


  1. Aaron Klein, CEO, Riskalyze

    Aaron is the Co-Founder and CEO at Riskalyze. His groundbreaking firm makes it easy for advisors to help their clients understand risk. He also co-founded Hope Takes Root with his wife Cacey, which is an initiative to use vocational training and life mentoring to change the future for orphans and at-risk kids in Ethiopia. He posts frequently on industry news and trends, and always looks to shout out his team.


  1. Ray Dalio, Co-Chief Executive Officer and Co-Chairman, Bridgewater Associates

    Ray is the founder of the world's biggest hedge fund firm, Bridgewater Associates, which manages $160 billion. He's also the author of the #1 New York Times Bestseller Principles: Life and Work. He was ranked third on Forbes 2019 Highest-Earning Hedge Fund Managers.


  1. Margaret Keane, CEO, Synchrony Financial

    Margaret led the Retail Card platform at GE Capital as President and CEO, later expanding her responsibilities to become President and CEO of the GE Capital Retail Finance business in 2011. She began her career at Citibank where she provided leadership in Sales, Marketing, and Operations for over 16 years.


  1. Dan Schulman, President and CEO, PayPal

    Dan has managed PayPal’s spin-out from eBay, and he’s overseen major acquisitions and partnerships. Before PayPal, Dan led AT&T, American Express, and Priceline, and he helped to launch Virgin Mobile. He has been recognized in Fortune’s 2017 top ten Business Person of the Year list.


  1. Larry Fink, Chairman and CEO, BlackRock

    Larry is Founder, Chairman and Chief Executive Officer of BlackRock, Inc. He also leads the firm’s Global Executive Committee. He serves as a member of the Board of Trustees of New York University and is Co-Chairman of the NYU Langone Medical Center Board of Trustees. Larry has been named one of the "World's Greatest Leaders" by Fortune, and Barron’s has named him one of the "World's Best CEOs" for 13 consecutive years.


  1. Alex Chalekian, CEO, Lake Avenue Financial

    Alex is the founder and CEO of Lake Avenue Financial and has served as a financial consultant to many successful professionals, business owners, and retirees. He publishes content regularly to viewsfromthelake.com and maintains a highly active LinkedIn profile. His content varies both in format and topic, but be assured, you'll always come away with value.


  1. Robert Sofia, CEO, Snappy Kraken

    Robert is the CEO of Snappy Kraken, a SaaS marketing solution that helps financial advisors personalize, automate, and track marketing campaigns and business processes. He frequently posts about the most innovative marketing techniques advisors can use to advance their practice. In 2015, Robert was recognized as a 30 under 30 winner from Power. He's the author of three books and has been featured in many publications including Forbes, the Wall Street Journal, INC, and Business Insider.


Following financial services leaders and key industry influencers will give you ideas on what you should share from your profile. This will keep you on top of relevant news and will also create opportunities to engage with others in the industry. If you haven’t already, it’s time to get on Facebook and move your practice forward.


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Tags: Personal Branding, Digital Advice, Social Media

Matt Nollman

Written by Matt Nollman

Matt is the Director of Digital Marketing at LifeYield. He has deep experience running marketing automation platforms, managing social media, creating engaging content and coordinating multi-channel digital experiences for tech and financial services companies. He writes about personal branding and marketing strategies for advisors that help them attract prospects and retain clients.