August 19, 2017 6:34 AM ET

Capital Markets

Company Overview of J.J.B. Hilliard, W.L. Lyons, LLC

Company Overview

J.J.B. Hilliard, W.L. Lyons, LLC provides retail brokerage and financial services. The firm offers retirement planning, business succession, trust and estate planning, and education funding services. Additionally, it provides financial advisory services for stocks, bonds, options, mutual funds, annuities, and insurances. The firm was founded in 1872 and is based in Louisville, Kentucky. As of March 31, 2008, J.J.B. Hilliard, W.L. Lyons, LLC operates as a subsidiary of HL Financial Services, LLC.

500 West Jefferson Street

Louisville, KY 40202

United States

Founded in 1872

Phone:

502-588-8400

Fax:

502-585-8901

Key Executives for J.J.B. Hilliard, W.L. Lyons, LLC

Chairman of the Board and Chief Executive Officer
President and Director
Age: 47
Chief Financial Officer and Executive Vice President
Chief Operating Officer and Executive Vice President
Chief Administrative Officer and Executive Vice President
Compensation as of Fiscal Year 2017.

J.J.B. Hilliard, W.L. Lyons, LLC Key Developments

Hilliard Lyons Strengthens Leadership Team, Names First Chief Investment Officer

Hilliard Lyons announced additions to its leadership team, expansion of other roles, and the creation of a Chief Investment Officer position. Four additions to the Executive Team include the promotions of: Former Evansville Complex Manager Alan Newman to Executive Vice President and Director of Private Client Group; Bary Dedge to Executive Vice President and Director of Information Technology, Operations, and Enterprise Project Management Office (EPMO); Joe Cutsinger to Executive Vice President and Director of Budget and Financial Analytics; and Senior Vice President Nick Papachristou to Chief Marketing Officer. In addition, Senior Vice President Mark Nickel has become the 163-year-old firm’s first Chief Investment Officer, responsible for coordinating the firm’s overall investment strategy. In addition to the promotions that added Executive Team members, other Hilliard Lyons executives are filling new roles: Executive Vice President Gary England has been named to the new position of Chief Legal Officer; Senior Vice President Curtis McCubbin has been promoted to General Counsel; and Andy Dytrych will join Bary Dedge’s team as Vice President and Director of EPMO.

Hilliard Lyons Announces Board Changes

Hilliard Lyons announced that Thomas B. Kessinger III, a veteran Financial Consultant in its Lexington office, has been named President of the firm and will also join its board of directors. Kessinger moves into the role previously held by James R. Allen, who remains CEO and will become the Chairman of Hilliard Lyons.

Hilliard Lyons Appoints Shane Raymond as Its New Senior Vice President and Director of Learning and Development

Hilliard Lyons has named Shane Raymond as its new Senior Vice President and Director of Learning and Development. Raymond brings more than 15 years’ experience to the table. He is responsible for the direction, strategy, and execution of professional development and training programs within the firm. Before joining Hilliard Lyons, Raymond served as the Vice President of Learning and Development for Ameriprise Financial.

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