Marc J. Lane Wealth Group
Marc J. Lane Wealth Group  Financial Services | Financial Advisor in Chicago,IL
J. Brad Strom, CFA
J. Brad Strom, CFA
Senior Portfolio Manager
Address:
180 N. LaSalle Street,
Chicago, IL 60601
(312) 3725000
Mr. Strom has been managing investment portfolios for high net-worth clients since 1987. He received a B.S. in Finance and Economics from Illinois State University and his M.B.A. in Finance from DePaul University's Graduate School of Business. He earned his Chartered Financial Analyst designation in 1994. Mr. Strom actively manages portfolios in excess of $500,000.00. Portfolios are managed using a mutually agreed upon allocation of individual equity and fixed income securities. This customized portfolio solution can also include client specific values-based or socially responsible screening, tailored for individuals and organizations unwilling to sacrifice investment performance as they back socially and environmentally responsible companies.