Profil
Shattuck Franklin Lamm is currently the Managing Member & Chief Compliance Officer at Keystone Wealth Services LLC since 2019.
Prior to this, he worked as a Senior Vice President & Financial Advisor at Integrated Wealth Management, Inc. from 2014 to 2017.
He also held the position of Senior Vice President & Financial Advisor at Morgan Stanley & Co. LLC and Vice President & Senior Financial Advisor at Merrill Lynch & Co., Inc.
Postes actifs de Shad Lamm
| Sociétés | Poste | Début |
|---|---|---|
Keystone Wealth Services LLC
 Keystone Wealth Services LLC Investment ManagersFinance Keystone Wealth Services LLC, dba Cypress Private Wealth (Cypress), is an independent registered investment advisor and wealth management firm headquartered in Palm Desert, California. The firm was founded in 2019 and is owned by Mark W. Thatcher and Shattuck (Shad) F. Lamm. Cypress offers investment advisory services to high net worth individuals, families, trusts, estates, and businesses. | Compliance Officer | 01/02/2019 |
Anciens postes connus de Shad Lamm
| Sociétés | Poste | Fin |
|---|---|---|
Integrated Wealth Management, Inc.
 Integrated Wealth Management, Inc. Investment ManagersFinance Integrated Wealth Management, Inc. (IWM) is an independent investment advisor headquartered in Palm Desert, California. The firm was founded by James Casey in 1995. IWM provides advisory services to individuals and high-net-worth individuals, pension and profit-sharing plans, plan participants, charitable organizations, and corporations or other businesses. | Gestionnaire de Portefeuille-Actions | 01/12/2017 |
| Merrill Lynch & Co., Inc. | Corporate Officer/Principal | - |
Morgan Stanley & Co. LLC
 Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Corporate Officer/Principal | - |
Expériences
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Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 4 |
|---|---|
Integrated Wealth Management, Inc.
Integrated Wealth Management, Inc. Investment ManagersFinance Integrated Wealth Management, Inc. (IWM) is an independent investment advisor headquartered in Palm Desert, California. The firm was founded by James Casey in 1995. IWM provides advisory services to individuals and high-net-worth individuals, pension and profit-sharing plans, plan participants, charitable organizations, and corporations or other businesses. | Finance |
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Finance |
| Merrill Lynch & Co., Inc. | Finance |
Keystone Wealth Services LLC
Keystone Wealth Services LLC Investment ManagersFinance Keystone Wealth Services LLC, dba Cypress Private Wealth (Cypress), is an independent registered investment advisor and wealth management firm headquartered in Palm Desert, California. The firm was founded in 2019 and is owned by Mark W. Thatcher and Shattuck (Shad) F. Lamm. Cypress offers investment advisory services to high net worth individuals, families, trusts, estates, and businesses. | Finance |
