THE
STANLEY-LAMAN GROUP, LTD.
For Those Seeking
FIRM
OVERVIEW
GENERAL
FOCUS
​
- Founded 1991
- Privately Held - Allows a Patient Long-Term Approach
- Services Exclusively for High Net Worth Individuals & Entities
​
- High Investment Returns
- Solving Complex Tax Issues
- Planning for The Disposition of a Business
- Implementing Structures to Limit Family Acrimony
- Providing High Touch Concierge Service
- Fulfilling Charitable Component of Wealth Transfer Plans
CLIENTS
​
High Net Worth Individuals
Families & Family Offices
Charitable Entities
Fiduciaries
Endowments
Family Trusts
​
​
EXPERIENCE
​
1000+ Family Trusts Serviced
800+ High Net Worth Individuals Plans Implemented
$2 Billion Trust Owned Life Insurance Management & Administration
(4) Domestic Equity Portfolios
(4) Emerging Markets Equity Portfolios
(4) Fixed Income Portfolios
(40) Trading on International Exchanges; China, India, Vietnam...
​
​
​
FOCUS
PRACTICE GROUPS
INVESTMENT
FINANCIAL PLANNING
​
​
​
​
WEALTH TRANSFER
​
​
​
​
BUSINESS PLANNING
BUSINESS SERVICES
FOUNDERS
WILLIAM STANLEY, MSFS
PRESIDENT
JAMES LAMAN, J.D., LL.M
VICE PRESIDENT &
CORPORATE COUNSEL
INVESTMENT STAFF
BRAD STANLEY, CFA
CHIEF INVESTMENT OFFICER &
PORTFOLIO MANAGER
WEI HUANG, PhD, MBA, CFA
SENIOR PORTFOLIO MANAGER
GARY SOURA, CFA
SENIOR PORTFOLIO MANAGER
MARY TALBUTT, MBA
LEAD FIXED INCOME
PORTFOLIO MANAGER
DAVID GONG, J.D., MBA
SENIOR PORTFOLIO MANAGER
STEPHEN OLIVERE
ASSISTANT PORTFOLIO MANAGER & TRADER
ALEC DROBA
ASSISTANT PORTFOLIO MANAGER & TRADER
ROBERT McGILL
OPERATIONS & ADMINISTRATIVE ANALYST
FINANCIAL & LEGAL ADVISORS
STEPHEN TAYLOR, J.D.,
LL.M
TAX ATTORNEY
STEVEN ABEL, J.D., LL.M
TAX ATTORNEY
MADELINE LANDRY
PARALEGAL
TYLER HAMILTON,CFP®
FINANCIAL ADVISOR
MICHAEL ALLEN
RELATIONSHIP MANAGER
DAVID FENSTER
RELATIONSHIP MANAGER
INSURANCE & TRUST ADMINISTRATION
.jpg)
NATALIE CIESLAK
CLIENT SERVICING MANAGER
MAGGIE SCHMIDT
LIFE INSURANCE UNDERWRITING
CASE MANAGER
KATHRYN TITGEN
TRUST & CLIENT SERVICING
CHRISTINA WATKINS
TRUST & CLIENT SERVICING
.jpg)
MICHELLE KORAN
SCHEDULING & LOGISTICS
CLIENT MAILINGS
Below you will find a sample of our most recent client mailings.
INVESTMENT MANAGEMENT
Growth vs Value
8-2020
Predicting & Preparing for
Market Sell-Offs
9-2020
China's Unnoticed Bull Market 7-2020
Economy & Stock Market Disconnect
7-2020
The U.S. Economy - Half Full or Empy
6-2020
Navigating the COVID Market
5-2020
ESTATE PLANNING
Estate Credit Repeal 5-2020
Gift Low Basis
Assets 9-2019
Board of Directors 12-2019
OUR ADDRESS
1235 Westlakes Drive, Suite 295
Berwyn, PA 19312
Email:
Phone: 610-993-9100
Fax: 610-993-8382
For any general inquiries, please fill in the following contact form:
© Copyright 2020. All Rights Reserved.
