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Showing posts with label investment management services. Show all posts
Showing posts with label investment management services. Show all posts

Tuesday

Hollis M. Lamon, AIF, President of Two Atlanta-Based Investment-Advising Companies

Hollis M. Lamon, AIF, is an expert in his field of Investment Management, and the President of two firms in Atlanta, GA. He has been awarded the Accredited Investment Fiduciary Designation from the Center for Fiduciary Studies.

The AIF designation responsibility signifies training in fiduciary responsibility.

The course taken to receive this accreditation is followed by a rigorous examination. The Center that grants it is associated with the Cap Center for Capital executive education program at the Joseph M. Katz graduate school, and teaches fiduciary standards of care and investment practices designed for trustees and investment professionals.

Mr. Lamon is President of one of the largest investment advising firms to private companies throughout the Southeast, Lamon & Stern. It was founded in 1979 and has acquired an impressive list of partners due to its success through the years. Lamon & Stern are aided greatly by their ability to utilize an open architecture program, and the team works hand in hand with third party marketers and administrative firms.

Hollis is also President of Strategic Advisors, Inc., a registered investment advisor firm. He specializes in working with companies and their employees to assist them in preserving capital, increase their income and advise them on investments to minimize risk.

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Friday

About Hollis M. Lamon of Lamon & Stern

Hollis M. Lamon is the President of the Atlanta-based Lamon & Stern Investment Management Team. This broker dealer was founded in 1979 and is one of the largest investment advisors to private companies throughout the Southeast. Hollis is also is a registered municipal principal, a registered options principal and a registered investment advisor.

Lamon graduated from Mercer University with an emphasis in political science which resulted in his working as a tax aide for Senator Sam Nunn in Washington after graduation. He also has been awarded the Accredited Investment Fiduciary Designation from the Center for Fiduciary Studies. The AIF designation responsibility signifies training in fiduciary responsibility. Hollis also maintains the Plan Sponsor Retirement Professional designation.

Mr. Lamon is today involved in a multitude of civic endeavors including a new Atlanta Young Life initiative to aid students enrolled at inner city schools, and is a frequent speaker at employee benefits and estate planning seminars throughout the country. Hollis has also served as a panel member at various pension conferences.

Mr. Lamon is married to the former Jane Threlkeld of Atlanta, Georgia and has two sons, Hunter and Austin.

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Saturday

Michael Stern is on LinkedIn

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ON LINKEDIN
Michael Stern
Vice President at Lamon & Stern, Inc.
Atlanta, Georgia (Greater Atlanta Area) | Investment Management

As the Vice President of Strategic Advisors, and an affiliate registered investment advisor within Lamon and Stern. For years Stern has assisted clients in corporate retirement investments and 401 k planning among many other financial and brokerage services the firm offers.

After graduating with honors from the Tulane University in 1974 Stern took his well earned BA and soon after obtained his series 7, series 24 and 63 securities licenses.  In 1991, Michael J. Stern joined Hollis M. Lamon in establishing Lamon and Stern.





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Read more about the Lamon & Stern, Inc. Team

Michelle Farmer is on LinkedIn

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ON LINKEDIN
Michelle Farmer
Financial Principal at Lamon & Stern, Inc.
Atlanta, Georgia (Greater Atlanta Area) | Investment Management

Michelle Farmer graduated from Kennesaw State University with a BS degree and soon after earned her Series 7, 27, 28 and 63 security licenses. The series 27 license in particular was a welcome addition to the collection as it made her one of the few financial/operations (principals) of a $250,000 broker dealer in the Southeast.

Michelle has been with Lamon and Stern for 23 years and is the chief financial principal at Lamon and Stern, Inc.




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Read more about the Lamon & Stern, Inc. Team

Tuesday

Hollis Lamon is on LinkedIn

VISIT ME
ON LINKEDIN
Hollis Lamon
President at Lamon & Stern, Inc.
Atlanta, Georgia (Greater Atlanta Area) | Investment Management

Hollis Lamon specializes in 401k growth retirement planning, maintaining and growing retirement income, 401k bench comparisons and corporate retirement advisement. With this knowledge, Lamon has assisted retirement professionals in making sound investments that has helped them prepare for their future.

As a registered municipal principal, options principal and investment advisor, Hollis Lamon has also worked side by side with third party marketers and administrative firms.





Visit Hollis Lamon at LinkedIn

Read more about the Lamon & Stern, Inc. Team