Lake Road Partners

Carl Marks & Co. Inc., established in 1925 by entrepreneur Carl Marks, is a distinguished merchant banking firm based in Bedminster, NJ. With a rich history, the firm specializes in principal investing and advisory services, offering expertise in credit investments, private equity, real estate, and corporate restructuring. As a family-owned and operated business, Carl Marks has built its reputation on integrity, clear thinking, and creative advice, consistently creating value for its clients. The firm is also committed to fostering opportunities for emerging managers through investing partnerships on its platform. Generated from the website

LPL Financial, situated in Bedminster, NJ, stands as a beacon in the financial realm, serving as an independent broker-dealer renowned for its diverse selection of investment products and wealth management solutions. Catering to financial advisors, institutions, and RIAs, they equip professionals with cutting-edge resources and technology to offer tailored financial advice. By focusing on compliance oversight, practice management, and innovative tech services, LPL Financial empowers advisors to engage clients effectively and navigate the intricate financial landscape with confidence. At the heart of LPL Financial's mission is the commitment to enhancing advisors' operational efficiency, precision, and autonomy. Through a strategic blend of support services and advanced technology platforms, they enable financial advisors to operate independently while delivering top-tier financial guidance. With a dedication to empowering advisors with the tools they need, LPL Financial plays a pivotal role in shaping the success and effectiveness of financial professionals in today's dynamic market. Generated using this brand's available information

I offer independent financial management and advice in the following key areas: Investment planning, risk management, college funding, retirement planning, and estate conservation.