MutualFundWire.com
The insiders' edge for 40 Act industry executives!
an InvestmentWires' Publication
an InvestmentWires' Publication
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MutualFundWire.com
The insiders' edge for 40 Act industry executives!
an InvestmentWires' Publication |
|
Friday, August 17, 2007 Son Joins Mother's Financial Planning Firm Jason Lampe has joined Lampe Asset Management. There, Lampe will advise clients alongside his mother, Carol K. Lampe. Jason Lampe has joined Lampe Asset Management, a financial planning firm based in Pittsburgh, Pennsylvania, owned and operated by Carol K. Lampe, CFP(R). The mother-and-son team advises personal clients on financial planning and investment management matters. Ms. Lampe says, "I have been advising clients about succession planning for years, and to have my own son join and train in the firm is our best case scenario." That said, Ms. Lampe isn't retiring to the beach anytime soon, but is excited about providing the opportunity for Jason to grow in the field the way she did. Mr. Lampe has had extensive training in financial planning and holds a Series 7 license with the NASD. Before officially joining Lampe Asset Management in January, 2006, Mr. Lampe had a successful career in business development and finance with Barnes & Noble.com at the company's headquarters in New York City. Prior to Barnes & Noble, Mr. Lampe co-founded and managed a sales and distribution firm based in Los Angeles. He holds a bachelor's degree in Marketing and International Business from the University of Colorado at Boulder. Lampe Asset Management, in business since 1979, provides comprehensive financial planning services to individuals, focusing on asset and risk management, and retirement and estate planning. Lampe Asset Management is affiliated with Allegheny Investments, a financial planning firm based in Pittsburgh, PA, since 1976. Printed from: MFWire.com/story.asp?s=15443 Copyright 2007, InvestmentWires, Inc. All Rights Reserved |