John Robert LaPann
Voorzitter bij PFO-FSA
Profiel
Mr. John R.
LaPann is a Chairman at Pathstone Family Office LLC and at PFO-FSA. He has more than 30 years of high level investment and planning experience.
He is a voting member of Pathstone Family Office Investment Committee and serves on the Pathstone Family Office Executive Committee and Board of Managers.
Prior to joining Pathstone Family Office in January 2016, Mr. LaPann founded legacy firm Federal Street Advisors, where he also served as Chairman.
He serves on the investment committees of the Unitarian Universalist Association and the Judge Baker Children’s Center and is a trustee of several individual trusts.
Mr. LaPann is a member of the Board of Trustees of Fort Ticonderoga and is President of the Friends of the Old Ship Meetinghouse.
He is currently Chairman of their advisory board.
He is also a member of the Chairman’s Council of the Institute for the Fiduciary Standard, which advises the Institute on development and adoption of Fiduciary Best Practices for financial advisors.
His experience includes Senior Vice President of Gannett, Welsh & Kotler and Vice President of Pell, Rudman & Company.
Mr. LaPann received a BA from Williams College and a Masters degree from the State University of New York in Albany.
Actieve functies van John Robert LaPann
| Bedrijven | Functie | Begin |
|---|---|---|
PFO-FSA
 PFO-FSA Investment ManagersFinance PFO-FSA provides conflict-free investment consulting and wealth advisory services. It offers multigenerational families and institutions strategic wealth management with customized investment services. The company is headquartered in Boston, MA. | Voorzitter | - |
Fort Ticonderoga Association, Inc.
 Fort Ticonderoga Association, Inc. Miscellaneous Commercial ServicesCommercial Services Fort Ticonderoga Association, Inc. is a non-profit organization, which engages in the provision of educational tour in Fort Ticonderoga. It also offers merchandise that include tableware, apparel, memorabilia, edibles, books, and accessories. The comapny was founded in 1931 and is headquartered in Ticonderoga, NY. | Directeur/Bestuurslid | - |
Eerdere bekende functies van John Robert LaPann
| Bedrijven | Functie | Einde |
|---|---|---|
Pathstone Family Office LLC
 Pathstone Family Office LLC Investment ManagersFinance Pathstone Family Office LLC (Pathstone) is a wealth management firm and registered investment advisor headquartered in Englewood, New Jersey. The firm was founded by Steven Braverman Braverman and Allan Zachariah in 2010. They are a wholly-owned by Pathstone Holdings LLC. Pathstone offers families, family offices and select nonprofit institutions with comprehensive family office services and customized investment advice. | Voorzitter | 01-01-2022 |
Federal Street Advisors, Inc.
 Federal Street Advisors, Inc. Investment ManagersFinance Founded in 1991, Federal Street Advisors, Inc. is a registered investment advisor located in Boston, Massachusetts. The firm's investment advisory clients include high net-worth individuals, their families, and tax-exempt foundations, charitable entities or associations. These relationships often include trusts, estates, and partnerships or other family investment vehicles. They also have experience advising pension plans. | Oprichter | 04-01-2016 |
Pell Rudman & Co.
 Pell Rudman & Co. Investment Banks/BrokersFinance Part of BrightSphere Investment Group, Inc., Pell Rudman & Co. is an investment manager. The company is based in Boston, MA. Pell Rudman was acquired by Old Mutual (US) Holdings, Inc. on December 24, 1992. | Corporate Officer/Principal | - |
GW&K Investment Management LLC
 GW&K Investment Management LLC Investment ManagersFinance GW&K Investment Management LLC (GW&K) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1974 and formerly known as Gannett Welsh & Kotler LLC. They are a subsidiary of AMG Boston Holdings LLC, ultimately held by Affiliated Managers Group, Inc. (NYSE: AMG). GW&K serves as an investment adviser or sub adviser to private or high net worth clients, estates, pension and profit-sharing plans, charitable foundations, endowments, corporations, private funds, mutual funds, UCITS funds, collective trusts and other entities. | Corporate Officer/Principal | - |
Opleiding van John Robert LaPann
| State University of New York at Albany | Graduate Degree |
| Williams College | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 6 |
|---|---|
GW&K Investment Management LLC
GW&K Investment Management LLC Investment ManagersFinance GW&K Investment Management LLC (GW&K) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1974 and formerly known as Gannett Welsh & Kotler LLC. They are a subsidiary of AMG Boston Holdings LLC, ultimately held by Affiliated Managers Group, Inc. (NYSE: AMG). GW&K serves as an investment adviser or sub adviser to private or high net worth clients, estates, pension and profit-sharing plans, charitable foundations, endowments, corporations, private funds, mutual funds, UCITS funds, collective trusts and other entities. | Finance |
Pathstone Family Office LLC
Pathstone Family Office LLC Investment ManagersFinance Pathstone Family Office LLC (Pathstone) is a wealth management firm and registered investment advisor headquartered in Englewood, New Jersey. The firm was founded by Steven Braverman Braverman and Allan Zachariah in 2010. They are a wholly-owned by Pathstone Holdings LLC. Pathstone offers families, family offices and select nonprofit institutions with comprehensive family office services and customized investment advice. | Finance |
Pell Rudman & Co.
Pell Rudman & Co. Investment Banks/BrokersFinance Part of BrightSphere Investment Group, Inc., Pell Rudman & Co. is an investment manager. The company is based in Boston, MA. Pell Rudman was acquired by Old Mutual (US) Holdings, Inc. on December 24, 1992. | Finance |
Fort Ticonderoga Association, Inc.
Fort Ticonderoga Association, Inc. Miscellaneous Commercial ServicesCommercial Services Fort Ticonderoga Association, Inc. is a non-profit organization, which engages in the provision of educational tour in Fort Ticonderoga. It also offers merchandise that include tableware, apparel, memorabilia, edibles, books, and accessories. The comapny was founded in 1931 and is headquartered in Ticonderoga, NY. | Commercial Services |
Federal Street Advisors, Inc.
Federal Street Advisors, Inc. Investment ManagersFinance Founded in 1991, Federal Street Advisors, Inc. is a registered investment advisor located in Boston, Massachusetts. The firm's investment advisory clients include high net-worth individuals, their families, and tax-exempt foundations, charitable entities or associations. These relationships often include trusts, estates, and partnerships or other family investment vehicles. They also have experience advising pension plans. | Finance |
PFO-FSA
PFO-FSA Investment ManagersFinance PFO-FSA provides conflict-free investment consulting and wealth advisory services. It offers multigenerational families and institutions strategic wealth management with customized investment services. The company is headquartered in Boston, MA. | Finance |
