Marc J. Lane, a nationally recognized business and tax attorney, Master Registered Financial Planner, Registered Financial Counselor, Certified Investment Specialist, and author of 34 books, is the President of The Law Offices of Marc J. Lane and the Founder of Marc J. Lane Wealth Group.
He is an expert on entrepreneurship and entrepreneurial finance, and an influential advocate of best corporate governance practices. Twice a recipient of the Illinois State Bar Association's Lincoln Award, Marc, a Leading Illinois Attorney and Illinois Super Lawyer, has consistently earned an "AV® Preeminent" rating in the Martindale-Hubbell Legal Directory, the highest ranking awarded. Martindale-Hubbell also includes him in its Bar Registry of Preeminent Attorneys. By appointment of Gov. Pat Quinn, he is Chairman of the State of Illinois Task Force on Social Innovation, Entrepreneurship, and Enterprise, as well as a Commissioner of the Serve Illinois Commission.
Marc is an innovator in helping social enterprises and social entrepreneurs leverage capital to maximize financial results while driving positive social change, and teaches Social Enterprise at Northwestern University School of Law. Marc is the pioneer behind the Advocacy Investing® approach to socially responsible and mission-related investing.
Marc J. Lane Wealth Group
With roots going back to 1971, Marc J. Lane Wealth Group is comprised of The Law Offices of Marc J. Lane, a Professional Corporation; Marc J. Lane Investment Management, Inc.; Marc J. Lane & Company; and Marc J. Lane Risk Management, Inc.
Marc J. Lane Wealth Group is widely recognized for excellence. Our professionals include attorneys, Chartered Financial Analyst, Certified Public Accountants and financial planners.
We offer successful people and their organizations a strategic, multidisciplinary approach to tax, investment, corporate, estate and insurance planning. We counsel individuals/organizations from a wide spectrum of occupations, backgrounds and situations.
Marc J. Lane Investment Management, Inc. offers professionally managed portfolios using a disciplined investment process to achieve each clients specific financial objectives.
Our investment philosophy centers on the customization of each investors portfolio, working collaboratively with them to arrive at objective conclusions about the critical issues they and/or their organizations face.
Next, we assess the clients risk tolerance, cash flow requirements, time horizon, tax considerations, and expectations for long-term portfolio growth. This information is then utilized to determine the appropriate mix of stocks, bonds and cash equivalents held in each of our clients accounts.
Our clients realize that any participation in the stock market carries with it a certain amount of risk. While neither risk nor volatility can be eliminated from stock market investments, we believe that both can at least be mitigated by means of prudent and professional management.
For a complete description of our investment philosophy please visit our website.
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J. Brad Strom, CFA
Senior Portfolio Manager
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.
Mr. Azizi has led in developing the exchange-traded fund (ETF) portfolio management solution.
In doing so, Mr. Azizi takes a holistic approach to portfolio management, leveraging the investment committees expertise to provide a tailored and fully diversified ETF based portfolio. The portfolio targets an agreed upon strategic mix of equity and fixed-income exchange traded products. Our disciplined investment philosophy provides diversified exposure to the domestic large cap, mid cap, and small cap sectors of the U.S. equity market as well as the developed and emerging sectors of the international marketplace. This equity approach is then combined with a laddered maturity fixed income strategy. Such an approach opens the door for investors with investable assets of 200k-500k to enjoy the advantages of a professionally managed ETF based portfolio. Mr. Azizi uses a disciplined investment process in an effort to achieve each clients specific financial goals. Mr. Azizi received his B.S. from DePaul University in Finance and Economics, graduating magna cum laude.
Dr. Karim Pakravan
Dr. Pakravan has been a senior economic strategist in global financial markets for 25-years. He most recently was the Senior Foreign Exchange Strategist at JPMorgan. Dr. Pakravan is a recognized specialist in leading-edge applied macroeconomic and financial research on currencies and emerging markets, country risk assessment and modeling in an enterprise-wide risk management context, as well as international financial architecture. Dr. Pakravan has a Ph.D. in Economics, University of Chicago, a M.Sc. in Econometrics and Mathematical Economies, London School of Economics, and a B.A. in Mathematical Economics, University of Geneva. He is the author of numerous publications and is an Associate Professor of Finance at the Kellstadt Graduate School of Management at DePaul University.
Kenneth N. Green, CPA
Director of Research
Mr. Green has been a financial analyst since 1987, responsible for conducting security specific analysis at Marc J. Lane Investment Management, Inc. Previously, he worked for Arthur Andersen LLP and The Feldman Investment Group. Mr. Green received his B.S. in Finance from University of Illinois and his M.B.A. in Finance from the University of Michigan. He was awarded the Certified Public Accountant designation in 1990. Mr. Green is a member of the Illinois CPA Society and the CFA Society of Chicago.