Marc J. Lane Wealth Group Hires Senior Vice President for New Role
The Marc J. Lane Wealth Group announces that Daniel T. Allen has joined Marc J. Lane Investment Management, Inc. as Senior Vice President to manage all wholesale sales operations for Advocacy Investing® Separately Managed Accounts.
Chicago, IL, December 07, 2007 --(PR.com)-- The Marc J. Lane Wealth Group is pleased to announce that Daniel T. Allen has joined Marc J. Lane Investment Management, Inc. as Senior Vice President to develop and expand an external sales and distribution system for its Advocacy Investing® Separately Managed Accounts.
Noting the growth in socially responsible or “principle focused” investing to a $2 trillion dollar market over the last decade or so, Mr. Lane states, “The time is right to seek partnerships for our products. Our approach is intellectually sound and unique which gives us a significant advantage over many other firms in this space.”
Until Mr. Allen’s recruitment, the firm has offered its Advocacy Investing® services exclusively to high net worth clients of the law firm that is part of the group that forms the Marc J. Lane Wealth Group. Mr. Allen’s duties will be to identify and build external sales and marketing channels for the firm’s proprietary Advocacy Investing® management services nationally. He will report directly to Mr. Lane.
Until 2005 Mr. Allen was the Managing Director of the business development and investment firm Structured Management and Equity. Then, for the last two years, he was with Citi Smith Barney.
For additional information on the Advocacy Investing® strategy contact Daniel T. Allen at 312-334-6905 or visit www.AdvocacyInvesting.com. Advocacy Investing® is a trademark of Marc J. Lane Investment Management, Inc. registered in the U.S. Patent and Trademark Office. All other trademarks are the property of their respective owners.
About the Marc J. Lane Wealth Group – With roots going back to 1971, the Marc J. Lane Wealth Group has developed a proprietary approach to principle focused investing that the firm believes is consistent with the tenets of Modern Portfolio Theory and allows investors to own stock portfolios that are highly consistent with their core values and beliefs. The principal, Marc J. Lane, is an AV-rated attorney, author of over 30 books on corporate management, taxation and personal finance as well as Socially Responsible Investing and the Advocacy Investing® approach.
Marc J. Lane Wealth Group describes separate, but affiliated firms including The Law Offices of Marc J. Lane, a Professional Corporation, a professional service corporation registered to practice law in the state of Illinois; Marc J. Lane Investment Management, Inc., an SEC-registered investment advisor; Marc J. Lane & Company, a registered broker-dealer and SIPC member; and Marc J. Lane Risk Management, Inc., an Illinois licensed insurance agency.
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Noting the growth in socially responsible or “principle focused” investing to a $2 trillion dollar market over the last decade or so, Mr. Lane states, “The time is right to seek partnerships for our products. Our approach is intellectually sound and unique which gives us a significant advantage over many other firms in this space.”
Until Mr. Allen’s recruitment, the firm has offered its Advocacy Investing® services exclusively to high net worth clients of the law firm that is part of the group that forms the Marc J. Lane Wealth Group. Mr. Allen’s duties will be to identify and build external sales and marketing channels for the firm’s proprietary Advocacy Investing® management services nationally. He will report directly to Mr. Lane.
Until 2005 Mr. Allen was the Managing Director of the business development and investment firm Structured Management and Equity. Then, for the last two years, he was with Citi Smith Barney.
For additional information on the Advocacy Investing® strategy contact Daniel T. Allen at 312-334-6905 or visit www.AdvocacyInvesting.com. Advocacy Investing® is a trademark of Marc J. Lane Investment Management, Inc. registered in the U.S. Patent and Trademark Office. All other trademarks are the property of their respective owners.
About the Marc J. Lane Wealth Group – With roots going back to 1971, the Marc J. Lane Wealth Group has developed a proprietary approach to principle focused investing that the firm believes is consistent with the tenets of Modern Portfolio Theory and allows investors to own stock portfolios that are highly consistent with their core values and beliefs. The principal, Marc J. Lane, is an AV-rated attorney, author of over 30 books on corporate management, taxation and personal finance as well as Socially Responsible Investing and the Advocacy Investing® approach.
Marc J. Lane Wealth Group describes separate, but affiliated firms including The Law Offices of Marc J. Lane, a Professional Corporation, a professional service corporation registered to practice law in the state of Illinois; Marc J. Lane Investment Management, Inc., an SEC-registered investment advisor; Marc J. Lane & Company, a registered broker-dealer and SIPC member; and Marc J. Lane Risk Management, Inc., an Illinois licensed insurance agency.
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Marc J. Lane Wealth Group
Marc J. Lane
312-372-5000
www.advocacyinvesting.com
Marc J. Lane
312-372-5000
www.advocacyinvesting.com
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