Lincoln Financial (NYSE: LNC) today announced the appointment of John Morriss as Executive Vice President, Chief Investment Officer, effective October 13, 2025. Morriss will be responsible for overseeing the company’s general account, funds management and private markets investment strategies with more than $300 billion in assets under management. He will report to Ellen Cooper, Chairman, President and CEO, and will be a member of the company's Senior Management Committee.

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John Morriss; Photo credit: Lincoln Financial

Morriss joins Lincoln from Fortitude Re, where he served as Senior Vice President, Head of Public and Private Fixed Income, overseeing the organization’s insurance-focused investment portfolios. He also previously held a senior investment leadership role at Lincoln, giving him a deep understanding of the company and its businesses. He brings to the role extensive experience in portfolio management, asset allocation and broad asset class and markets expertise, as well as a proven ability to align investment strategy with enterprise growth objectives.

“John’s expertise and leadership make him an outstanding choice to lead our investments organization as we advance our strategy and build for the future,” said Cooper. “His proven track record and strategic insight align with Lincoln’s go-forward objectives, and he will play an important role in supporting our continued growth and execution.”

Morriss has more than 30 years of investment experience. Prior to joining Fortitude Re in 2020, he held the role of Senior Vice President of Fixed Income Investments at Lincoln for four years. Earlier, he spent 18 years at TIAA, where he held leadership roles spanning structured finance research, international and high-yield credit, portfolio management and fixed income research. He began his career as a currency trader at Chase Manhattan Bank. Morriss holds a Bachelor of Arts in History from the College of the Holy Cross and an MBA in Finance from New York University's Stern School of Business.

“I’m honored to return to Lincoln as Chief Investment Officer,” said Morriss. “This is an exciting time for the company, and I look forward to leading the investments organization in advancing Lincoln’s strategy, supporting growth and delivering strong results for clients, policyholders and shareholders.”

The company also thanks Jayson Bronchetti, who was previously responsible for Lincoln’s Investments organization, for his many contributions, and appreciates his support during this transition.

About Lincoln Financial

Lincoln Financial helps people confidently plan for their vision of a successful financial future. As of December 31, 2024, approximately 17 million customers trust our guidance and solutions across four core businesses – annuities, life insurance, group protection, and retirement plan services. As of June 30, 2025, the company had $331 billion in end-of-period account balances, net of reinsurance. Headquartered in Radnor, PA., Lincoln Financial is the marketing name for Lincoln National Corporation (NYSE: LNC) and its affiliates.

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