MARC J. LANE, JD
Mr. Lane has practiced business and tax law since 1971 and is also President of The Law Offices of Marc J. Lane, a Professional Corporation, and Chief Executive Officer of Marc J. Lane & Company (Member, FINRA), the Firm's affiliated broker-dealer. Further, he is an Adjunct Professor of Law at Northwestern University School of Law and was an Adjunct Professor of Business in The College of Business Administration at the University Of Illinois, he has taught finance courses at both institutions. Mr. Lane received his B.A. with College Honors and High Distinction in Political Science from the University of Illinois and his J.D. from Northwestern University School of Law. Mr. Lane is a General Securities Principal and a Registered Options Principal.
KARIM PAKRAVAN, Ph.D.
Dr. Pakravan has been a senior economic strategist in global financial markets for 25-years. He is a frequent speaker at client events, academic and professional meetings, as well as an established lecturer in international economic and financial issues at leading academic institutions. Dr. Pakravan earned a Ph.D. in Economics, University of Chicago, a M.Sc. in Econometrics and Mathematical Economics, London School of Economics, and a B.A. in Mathematical Economics, University of Geneva. He is the author of numerous publications.
J. BRAD STROM, CFA
Senior Vice President and Portfolio Manager
Mr. Strom has been managing investment portfolios for high net-worth clients since 1987. Prior to joining Marc J. Lane Investment Management, Inc., he worked for Concord Trust Company as a Portfolio Manager and Harris Bank, Chicago's Investment Management Division as a Senior Portfolio Manager. Mr. Strom 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 is a member of the CFA Society of Chicago.
KENNETH N. GREEN, CPA
Senior Vice President and Director of Research
Mr. Green has been a financial analyst since 1987. Prior to joining Marc J. Lane, 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.
Associate Portfolio Manager and Investor Advocate
Gevorg Azizi is an Associate Portfolio Manager and Investor Advocate for Marc J. Lane Investment Management, Inc. He conducts values-based, ESG (Environment, Social, and Governance) research helping socially conscious clients align their investment portfolios with their own specific values. He also assists in more traditional fundamental financial analysis used in the security selection process along with being responsible for the firmís composite performance reporting, its adherence to GIPS standards, and reconciliation of investment accounts. Mr. Azizi recently received his B.S. from DePaul University in Finance and Economics, graduating magna cum laude.
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