Leadership Team

The Leadership Team at Herold & Lantern Investments is responsible for setting the strategic vision and direction of the firm, fostering a culture of excellence and compliance, and ensuring effective operational execution across all levels. Comprising seasoned executives with expertise in investments, operations, and compliance, this team collaborates to drive growth while prioritizing client education and personalized service. They leverage innovative technology to enhance investment strategies and maintain the firm's commitment to risk management and wealth preservation.