LATTICE STRATEGIES LLC

LATTICE STRATEGIES LLC of WAYNE, PA is an SEC-registered investment adviser (CRD 130373). Regulatory assets under management: $2.2B.

Registration

Business model

Compensation: % of AUM.

Clients served: Charities.

Officers, owners & control persons (32)

Showing 25 of 32 people.

NameRoleLocation
Gregory A FrostSENIOR MANAGING DIRECTOR, PRESIDENT AND CHAIRMAN OF THE BOARDWayne, PA
Joseph Gary MelcherEXECUTIVE VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER
Walter Francis GargerMANAGING DIRECTOR AND GENERAL COUNSEL
Vernon Joseph MeyerMANAGING DIRECTOR, CHIEF INVESTMENT OFFICER
Ernie Clark OverholtVICE PRESIDENT, CHIEF OPERATIONS OFFICER
Amy Nicole FurlongMANAGING DIRECTOR AND CHIEF FINANCIAL OFFICER
LEE PATRICK YCOO, CHIEF COMPLIANCE OFFICER
LUCAS RUSSELL JAMESMANAGER, BOARD MEMBER; MANAGING MEMBER; MANAGING MEMBER, DIRECTOR
DUHAMEL WILLIAM FRANCISMANAGER, MEMBER
MOMENT JASON ERWINMANAGER; TRUSTEE
SCHWAB CHARLES ROBERTMANAGER; MEMBER
GARGER WALTER FRANCISMANAGING DIRECTOR AND GENERAL COUNSEL
DRAKE DANIEL WILLIAMMEMBER
FOGLE STEPHEN ANDREWMEMBER; MEMBER, CHIEF COMPLIANCE OFFICER
CEVALLOS MAURICIO FERNANDOMEMBER
BRYAN JOHN MAXWELLGENERAL PARTNER
DIAS DAVIDMASTER TRUSTEE
PANT ASHISH HARISHCHANDRAMANAGER, MEMBER
MELCHER JOSEPH GARYEXECUTIVE VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER
COMPTON KEVINBOARD MEMBER; DIRECTOR; PARTNER
MACKENZIE DOUGLASPARTNER
SCLAVOS STRATTONMEMBER
WHISTON MARK BRADLEYBOARD MEMBER; DIRECTOR
KINGSTON JOHNBOARD MEMBER; DIRECTOR
MEYER VERNON JOSEPHSENIOR VICE PRESIDENT - INVESTMENTS

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