Jamie Price
Jamie Price has served as President and Chief Executive Officer of Osaic since 2016. Under his leadership, the firm has transformed from a network of broker-dealer brands managing ~$150 billion in assets into a unified powerhouse overseeing approximately $700 billion in assets under administration and supporting over 11,000 advisors across the U.S.
He has spearheaded the “Journey to One” integration—bringing eight legacy broker-dealers, including Lincoln Financial’s ~$115 billion wealth management business, onto a single platform, streamlining operations and tech systems to drive scale, efficiency, and advisor support.
A seasoned industry strategist, Jamie draws on diverse leadership experience, including roles at UBS Wealth Management and Prudential Securities, to guide Osaic’s next wave of growth through strategic M&A and advisor empowerment.
He recently outlined Osaic’s AI-focused technology roadmap in Barron’s and ThinkAdvisor, positioning the firm to leverage emerging tools for advisors.
