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Business Description |
Lanis’ primary objectives: To assist our clients in diversifying their portfolios and potentially achieving substantial increases in overall value through the use of a mix of high quality, exclusive, traditional and alternative investments.
Tim Bodnar is a Senior Investment Specialist with more than six years of broad financial experience. Prior to joining Lanis Securities, Mr. Bodnar consulted for a leading money manager that catered to ultra high net-worth individuals, as well as worked for a large pension consulting firm. In that analyst role, Mr. Bodnar created and advised asset allocations to public and private sector retirement plans for companies ranging in size from $500 million to more than $10 billion. Before that, he worked as an equities trader, learning firsthand the ins and outs of the financial markets. |
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| Prepared By: |
Tim Bodnar |
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