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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Play the audio version of this post below:
Each of us may be the star of our own show, but think about how long the credits would be! You don’t have to be Wonder Woman. Be in a Wonder Woman movie: rally your crew, pick your favorite director, and gather your favorite cast members around you. That’s how things get done. Together.
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by Mark Leibman, President
We live our lives minute by minute, day by day, and only in hindsight do the broad patterns emerge.
And sometimes, it helps to think through those patterns out loud.
As it has been for decades now, working to age 92 is a cherished goal of mine. With a goal like that, sustainability is key. To that end, I work four days a week, and I spend some weeks at a time working from afar, enjoying other scenery while I stay connected with you and with my teammates via the wonders of the internet and mobile telephones.
My partners and I have been putting some energy into thinking about how I spend those working hours.
A few months ago, Billy, Greg, and Caitie asked me what I wanted more of, so I told them about what I enjoy most. I love our business objective: striving to grow your buckets. My favorite activities are talking to you as well as researching the opportunities and challenges that might impact your portfolios.
So then, we realized: to do more of what I want at work, don’t I need to be doing less of everything else?
Clients, that was a moment when I realized how blessed I am to have the partners I do. They asked me that question, and I could almost feel a load lifting from my shoulders as I shouted, “Heck yes!”
You see, there are tasks that have long been on my plate because once upon a time, mine was the only plate. Parts of my role have included a lot of logistical overhead, the type of detail work that I don’t always enjoy having to do—especially if I could be talking with our clients or researching investments instead!
All this is to say, there are some exciting organizational changes on the horizon. I’ve long believed that we are all better off working from our strengths and passions, and we’ve got a chance to reshuffle what goes on each of our plates.
What will not change is the four-person collaborative ownership and management team that shapes the enterprise that works to take care of your business. I simply will get to spend more time doing the parts of the work that are most gratifying to me.
We’re looking forward to less stress, and more joy, all around. And I’m excited. Stay tuned in the coming weeks: details are on the way!
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by Caitie Leibman, Director of Communications
As a parent, I’ve noticed a lot of messages out there telling me that “moms are superheroes.” (Seriously, you can get it on t-shirts and coffee mugs and wine glasses and keychains and anything else you can think of.)
There’s this idea that a woman today is someone who can handle anything and get it all done. She’s strong. She’s always ready. She basically needs to be Wonder Woman: fight for what’s right, get the job done, and somehow avoid a wardrobe malfunction!
Whether it’s parenthood or my personal life or my career, I know I don’t need any superhuman expectations piled on me. Regular, everyday expectations are plenty, thank you.
Instead of comparing myself to a superhero, I prefer to think of myself as a superhero in a superhero movie.
I never have to go it alone. If this is a superhero movie, then I get my own stunt double! I get a makeup artist and an assistant and a crew and editors—and we’re all in it together. Same goal. We’re all part of making the story happen. The production only comes together when we each pitch in.
These things are true of my real life, too. I bring my time and talents to work so that I have a chance to use them in service of my clients. I get help from my teammates when I have a question or could benefit from someone else’s strengths. I don’t have to do it all, and neither do my teammates.
Clients, I want you to know that we go to work for you. We want your story to come to life, and we feel lucky to be part of the production process. If it was reasonable to expect everybody to just figure it all out on their own, we wouldn’t be in business—and a lot of life would probably get more stressful, trying to tough things out alone.
Each of us is the star of our own show, but think about how long the credits would be.
Clients, reach out any time. We’re glad to be fighting for you, together.
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