Lawrence L Halpern

Founder And Chief Creative Officer

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Location:

Rochester, NY

Industry:

Financial Services

Work:

Brick House Asset Management
Founder and Chief Creative Officer
Morgan Stanley Oct 2005 - Dec 2008
Senior Vice President - Complex Manager
Tucker Anthony/Rbc Dain Rauscher Aug 1997 - May 2005
Managing Director
Lehman Brothers Jan 1984 - Aug 1997
Senior Vice President, Manager, Financial Services Division
Lehman Brothers Jan 1984 - Jan 1991
Vice President, Sales Manager

Education:

Skills:

Investments
Asset Managment
Portfolio Management
Asset Allocation
Securities
Investment Management
Investment Advisory
Risk Management
Financial Services
Strategic Financial Planning
Financial Advisory
Trading
Finra
Fixed Income
Equities
Options
Asset Management
Wealth Management
Alternative Investments
Hedge Funds
Series 7
Mutual Funds
Capital Markets
Series 63
Investment Strategies
Bonds
Trading Systems
Derivatives
Equity Trading
Electronic Trading
Finance
Etfs
Series 65
Arbitration
Retirement Planning
Financial Markets
Private Equity
Management
Leadership

Certifications:

Finra
Acfe
Nyse Arca Equities Business Conduct Committee
Series 3,4,7,12,14,15,24,53,55,63,65
Cfe - Certified Fraud Examiner
Finra Dispute Resolution Arbitrator

Lawrence Halpern

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Location:

Rochester, NY

Skills:

House
Management
Brick
Consulting
Asset Management
Business Analytics
Investment Management

Owner

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Location:

Rochester, New York Area

Industry:

Financial Services