LANTERN IN THE NEWS

  • 5/11/2016 - One-Participant 401(k) Plans

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  • 10/25/2015 - Investment Profiles of Senior Clients Can Be Misconstrued

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  • 09/30/2015 Make Your Client Relationship Personal and Keep It Compliant

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Bios

  • Gene Lanton

    Chief Executive Officer, Lantern Investments, Inc.

    Mr. Lanton joined Lantern Investments in 2009 as Chief Executive Officer overseeing the management of the firm. He received his financial securities training on Wall Street and has been active in management and product development in the industry for more than 30 years. In 1979, he created the fixed income department at a regional investment firm. Mr. Lanton is a frequent speaker at financial seminars and hosted a weekly radio talk show, “Wall Street Focus”. He is also well known in the local radio market for providing afternoon market reports,

 

  • Keith Lanton

    President, Lantern Investments, Inc.

    Since founding Lantern Investments in 1993, Mr. Lanton has managed the significant growth of Lantern Investments’ assets under management from $25 million to more than $1 billion. Concurrently, he has held the title of President for Lantern Insurance Brokerage, Inc. since 1994. Mr. Lanton also has been a Managing Member of Lantern Wealth Advisors, LLC. 2008

    Mr. Lanton and his team educate and guide their clients to manage risk, grow and preserve their wealth and achieve their financial goals by leveraging their in-depth bond expertise, smart technology and highly personalized service.

    Prior to founding Lantern, Mr. Lanton was a Senior Analyst at the Long Island Savings Bank where his responsibilities included analyzing the bank’s $11 billion asset/liability portfolio. He appears on financial radio shows, is quoted in such consumer and trade media as Financial Advisor-IQ and Newsday, and has served on numerous investment panels and forums.

    Mr. Lanton received his BA from Emory University and was elected to Phi Beta Kappa. He also studied at the London School of Economics and received his MBA from Columbia University.

 

  • Wendy Lanton

    Chief Operations/Compliance Officer

    Ms. Lanton is a founding principal of Lantern Investments and Lantern Wealth Advisors. Her 22 years of industry experience have served her well as Chief Compliance and Operations Officer. She utilizes her extensive investment and product knowledge to manage all compliance and day-to-day operations of the firm. Ms. Lanton also has key responsibilities for the oversight and review of the firm’s policies and procedures.

    Prior to becoming a founding member of Lantern Investments, she was Assistant Vice President for First American Bank of New York where she managed assets in excess of $70 million. Ms. Lanton was chosen and served as the co-chairperson on the steering committee of an international clearing firm. Her industry experience was called upon to help direct resources. She also has served as the chairperson for multiple compliance forums for retail brokerage firms.

    With her vast investment knowledge, Ms. Lanton successfully co-hosted a weekly call-in radio show focusing on financial markets. She graduated from George Washington University where she majored in International Finance.

 

  • Daphne Jo Stasco

    Executive Vice President, Lantern Investments, Inc.

    For more than four decades, Daphne Jo Stasco has brought her immeasurable talent and experience to the financial services industry and the corporate world. As Executive Vice President for Lantern, and member of their Board of Directors, Ms Stasco also oversees Lantern Wealth Advisors as Chief Operating Officer and Chief Compliance Officer. She handles special projects for both firms.

    Her previous responsibilities as a CFO/Director of Finance/ Director of Compliance at companies such as Crohn’s & Colitis Foundation of America, Inc.; Pergament Advisors; Sunnydale Farms; NYC Off-Track Betting, Kroll Associates; and American Institute of CPAs, highlight her impressive credentials. Ms Stasco brings more than 20+ years of diverse corporate finance and operations knowledge to Lantern.

    Ms. Stasco’s key areas of expertise helped move her quickly to success throughout her career. In addition to her skills at Lantern, she also possesses the following specialties:

    • Banking Lines – Negotiation & Compliance
    • Acquisition Negotiations/Due Diligence
    • Spearheaded Major Construction Projects
    • Contract Negotiations
    • Labor Relations/Negotiations
    • Government Regulations and Compliance

    Ms. Stasco holds a BBA degree from Hofstra University in New York and has maintained her Certified Public Accountant (CPA) license since 1970. She is a member of the American Institute of Certified Public Accountants and the Accounting & Financial Women’s Alliance.

 

  • Alan Michael Eppers

    Senior Vice President/Investments

    Alan has over two decades of experience in the financial services industry, having nurtured and developed his practice at such firms as Merrill Lynch, Salomon Smith Barney, Prudential, and now Lantern. Prior to that, he owned and operated his own business, and therefore, has a keen understanding of the challenges faced by small business owners today. Alan has built his practice servicing the needs of high net worth individuals, family trusts, and small businesses.

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  • Sal Favarolo

    Senior Vice President - Private Wealth

    Sal Favarolo is a financial advisor and author with 15 years of experience (Investment Management | Wealth Management) helping clients plan for their children’s education, building and maintaining wealth, and retirement planning. Whether you are just starting to build your wealth or are an experienced investor, Sal’s insights combined with his years of investment experience can help you grow and maintain wealth while giving you financial peace of mind.

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Company Info

35 Pinelawn Rd., Suite 101E
Melville, NY 11747
Tel: 800.860.1010 or 631.454.2000
Email: Keith@lanterninvestments.com

OUR DISCLOSURE

Advisory services offered through Lantern Wealth Advisors, LLC., a registered investment advisor. Securities offered through Lantern Investments Inc., a registered broker dealer, Member FINRA, MSRB, SIPC.