Hollis Lamon
President at Lamon & Stern, Inc.
Atlanta, Georgia
(Greater Atlanta Area)
Investment Management
Hollis M. Lamon,
AIF is the President of
Lamon and Stern,
a broker dealer based in Atlanta, Georgia specializing in institutional
trading and execution for a variety of investment professionals.
Lamon and Stern was founded in 1979.
Lamon and Stern is one of the largest
investment advisors
to private companies’s throughout the Southeast and tailors different
programs to meet the needs of their specific clients. They are aided
greatly by their ability to utilize an open architecture program.
Lamon and Stern works hand in hand with third party marketers and administrative firms. Mr. Lamon is a
registered municipal principal, a
registered options principal and a
registered investment advisor.
Mr. Lamon is also President of
Strategic Advisors, Inc., a
registered investment advisor firm. He specializes in working with companies and their employees assisting them in
preserving capital,
increasing their income and
advising them on investments to minimize risk.
Hollis graduated from Mercer University with an emphasis in political
science which led him to work as a tax aide for Senator Sam Nunn in
Washington after graduating.
Hollis 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 is followed by a rigorous examination. The center is
associated with the Cap Center for Capital executive education program
at the
Joseph M. Katz graduate school. It teaches
fiduciary standards of care and
investment practices designed for trustees and
investment professionals. He also maintains the
Plan Sponsor Retirement Professional designation.
Hollis is involved in a multitude of civic endeavors including a new
Atlanta Young Life initiative to aid students enrolled at inner city
schools.
Mr. Lamon is a frequent speaker at employee benefits and estate
planning seminars throughout the country and has 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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LAMON AND STERN
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