Hollis M. Lamon
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 Sternworks hand in hand with third party marketers and administrative firms. Mr. Lamon is a registered municipal principal, a registered options principaland 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 Designationfrom 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.