THE
STANLEY-LAMAN GROUP
​Since 1991, we have consistently improved the financial position of our clients by growing, protecting, and conserving their investments, business interests and family assets.
OUR
COMPANY
The Stanley-Laman Group, Ltd. provides:
- Investment Management
- Tax Planning
- Financial Planning
- Business Services
WHAT WE HAVE TO OFFER
Multi-Disciplinary Services are Coordinated to:
- Improve Performance
- Reduce Taxes
- Lower Costs
- Reduce Risk
We have extensive experience in working with ultra-high net worth individuals & families who own businesses, real estate, or hold large concentrated positions in publicly traded stock; we also provide these services to charitable and education institutions, financial advisors and investment brokers.
We are a diverse team consisting of:
- Former Public Company Chairman & CEO
- Tax Attorneys
- Investment Managers
- Financial Planners
We offer a comprehensive approach which:
- Reduces Overlap
- Lowers Fees
- Closes Gaps
INVESTMENT PORTFOLIOS
MEETING OBJECTIVES
Cash Management / High Dividend Equities / Large Cap Equities
Tax-Free Bonds / High Growth Equities / Emerging Market Equities
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PHILOSOPHY - EXCEPTIONAL RETURNS BY
Finding Great Companies Before Crowd
Internal Research / Experienced Managers / Search Globally
Sell When Overvalued / Follow Global Trends
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PERSONAL PLANNING
PRO-ACTIVE MULTI-DISCIPLINARY
Estate Planning / Asset Protection / Business Continuity or Sale
Charitable Planning / Investments / International & Cross-Border Planning
Multi-Generational Planning / Governance & Family Harmony
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Monetizing Business Interests / Raising Capital / Successor Management
Family Transition / Exit Planning / Governance & Best Practices
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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
DAVID GONG, J.D., MBA
SENIOR PORTFOLIO MANAGER
Wei Huang, PhD, MBA, CFA
SENIOR PORTFOLIO MANAGER
GARY SOURA, CFA
SENIOR PORTFOLIO MANAGER
MARY TALBUTT, MBA
LEAD FIXED INCOME
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
TYLER HAMILTON,CFP®
FINANCIAL ADVISOR
MICHAEL ALLEN
RELATIONSHIP MANAGER
THOMAS DIBRINO
RELATIONSHIP MANAGER
INSURANCE & TRUST ADMINISTRATION
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NATALIE CIESLAK
CLIENT SERVICING MANAGER
MAGGIE SCHMIDT
LIFE INSURANCE UNDERWRITING
CASE MANAGER
KATHRYN TITGEN
TRUST & CLIENT SERVICING
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MICHELLE KORAN
SCHEDULING & LOGISTICS
CLIENT MAILINGS
Below you will find a sample of our most recent client mailings.
INVESTMENT MANAGEMENT
Strategies for Periods of Market Stress 11-2018
Stock Trading
5-2019
Wei Huang
Announcement
12-2019
ESTATE PLANNING
Gift Low Basis Assets 9-2019
Asset Protection Planning 2-2019
Private Placement Life Insurance
6-2019
CONTACT
THE
STANLEY-LAMAN GROUP
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 2018. All Rights Reserved.
