Herold & Lantern Investments

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Herold & Lantern Investments — overview

About

Herold Advisors is a New York-based wealth manager. The services it offers include financial planning, asset management, portfolio & investment management, insurance planning, retirement planning, education planning, tax & estate planning, and philanthropic planning. The services are offered to individuals, high-net-worth individuals, families, estates, trusts, charitable organizations, foundations, business entities, and other US institutions.

Herold & Lantern Investments - known decision makers (14)

Position	Location	Asset Class
Chief Operations Officer & Chief Compliance Officer, Lantern Wealth Advisors LLC	New York, US	GEN
Chief Compliance Officer, Founding Principals	New York, US	GEN
Chief Operating Officer	New York, US	GEN
Chief Operations Officer, Chief Compliance Officer & Wealth Advisors	New York, US	GEN
Senior Vice President ,Investments & Financial Advisor	Staten Island, US	GEN

Showing 5 of 14 known decision makers Herold & Lantern Investments

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