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THE 
STANLEY-LAMAN GROUP, LTD.

For Those Seeking

 

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FIRM

OVERVIEW

GENERAL

    -  Founded 1991

    -  Privately Held - Allows a Patient Long-Term Approach

    -  Services Exclusively for High Net Worth Individuals & Entities

FOCUS

 

    -  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...

 

 
 

FOUNDERS

WILLIAM STANLEY, MSFS
PRESIDENT
JAMES LAMAN, J.D., LL.M

VICE PRESIDENT &
CORPORATE COUNSEL

  DAVID EATON     ChFC®, CLU®
VICE PRESIDENT

INVESTMENT STAFF

BRAD STANLEY, CFA
CHIEF INVESTMENT OFFICER &
PORTFOLIO MANAGER
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WEI HUANG, PhD, MBA, CFA
SENIOR PORTFOLIO MANAGER
GARY SOURA, CFA

SENIOR PORTFOLIO MANAGER

MARY TALBUTT, MBA
FIXED INCOME
PORTFOLIO MANAGER
STEPHEN OLIVERE
PORTFOLIO MANAGER
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CHRISTOPHER COOLIDGE, CFA
FIXED INCOME
PORTFOLIO MANAGER
DAVID GONG, J.D., MBA
PORTFOLIO MANAGER
ROBERT McGILL
OPERATIONS & ADMINISTRATIVE ANALYST

FINANCIAL & LEGAL ADVISORS

STEPHEN TAYLOR, J.D., LL.M
TAX ATTORNEY
STEVEN ABEL, J.D., LL.M
TAX ATTORNEY
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MADELINE LANDRY
PARALEGAL
TYLER HAMILTON,CFP®, CLU®
FINANCIAL ADVISOR
MICHAEL ALLEN, CFP®
FINANCIAL ADVISOR
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DAVID FENSTER
RELATIONSHIP MANAGER

INSURANCE & TRUST ADMINISTRATION

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NATALIE WILDEMORE
CLIENT SERVICING MANAGER
MAGGIE SCHMIDT
LIFE INSURANCE UNDERWRITING
CASE MANAGER
KATHRYN TITGEN
TRUST & CLIENT SERVICING
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CHRISTINA WATKINS
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

Buy Before Listing
1-2021
Politics - A Historical Non-Factor 10-2020
China's Unnoticed Bull Market  7-2020
Time to Add Risk 4-2020
Short Squeezes
1-2021
Downstream Investing
1-2021
Economy & Stock Market Disconnect  7-2020
Navigating the COVID Market
5-2020
Good News is
Bad 3-2021
Little Guys
11-2020
Decoupling
10-2020
The U.S. Economy -
Half Full or Empty

6-2020

ESTATE PLANNING

Estate Credit Repeal
5-2020
Gift Low Basis
Assets 9-2019
Board of Directors
12-2019
 

MORNINGSTAR WEB PORTAL

SCHWAB ACCOUNT LOGIN

 

CONTACT

THE
STANLEY-LAMAN GROUP

OUR ADDRESS

1235 Westlakes Drive, Suite 295
Berwyn, PA 19312

Email: info@stanleylaman.com
Phone:  610-993-9100
Fax:  610-993-8382

 

Click Here to Find Us

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