It’s an exciting development! You may have heard our announcement already, but effective January 1, 2026, Caitie Leibman here will be serving as CEO of Leibman Financial Services. Mark Leibman isn’t going anywhere, so what changes and what doesn’t with a new person in the front-facing role? This is a must-watch to get the latest from 228Main.com—online or on Main!
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by Mark Leibman, President
Friends, we’ve reached another milestone in the life of Leibman Financial Services. Since I founded the company back in 1996, I’ve been fortunate enough to see LFS through many chapters and changes already.
I wrote recently about how I spend my working hours, and my teammates are helping me get more time for my favorite work activities: talking with you and researching the opportunities and challenges that might impact your portfolios. To do more of what I want, I need to be doing less of everything else.
To that end, we are pleased to announce that Caitie Leibman will succeed me as the next CEO of Leibman Financial Services, effective January 1, 2026.
I’ve long believed that we are all better off working from our passions and values, and we’ve got a chance to reshuffle what goes on each of our plates.
We believe Caitie’s strengths are well-suited to this role. There are tasks that stayed on my plate for years only because once upon a time, mine was the only plate! Many of these tasks require the type of logistical thinking and eye for detail that Caitie has brought to all her work.
Since 2020, Caitie has served LFS full-time as the Director of Communications. She added client work and investment research to her plate after becoming licensed in 2023.
It was that year we split ownership of the business: many of you are already aware, but I co-own this business with Caitie, Greg, and Billy. We work as a four-person management team. Decisions will still be made in this collaborative way moving forward, no matter who has what title.
Instead, the hope is that I get to spend more time doing the parts of the work that are most gratifying to me, and Caitie has a chance to shine in a new way.
We’ll talk more about what this news means in the coming weeks. For now, know that I’m excited. I’m still aimed at working until age 92, and this change may be part of what gets me there.
Thank you all, for everything, always.
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