Biography

Joseph Gallo is Vice-President and Senior Counsel of Lincoln Financial Group –responsible for providing strategic legal advice, support and counseling to senior management within Lincoln Financial Distribution and Lincoln Financial Network - Lincoln’s affiliated retail wealth management firm.  He oversees all legal and compliance aspects of LFN’s investment advisory platform, program and services offered and sponsored by LFN. 

Prior to joining Lincoln, Mr. Gallo served in a variety of industry roles, most recently as an Executive Director for Morgan Stanley Wealth Management, where he provided legal and regulatory counsel to the retail advisory wealth management business in the U.S.  Prior to Morgan Stanley, Mr. Gallo was Senior Counsel at SEI Investments, where he provided leadership and direction on a broad range of matters for SEI’s asset management and investment advisory business. 

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