"We believe that our personlized service and the relationship that we build with you will help you reach your financial goals"

 

Keith Douglas

Keith Douglas Vice President - Institutional Fixed Income Markets

Address:
Melville, NY 11747
Phone:
631.454.2000
Email:
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Keith is a financial services professional with extensive experience in FX, taxable fixed income, municipals, structured products, and philanthropic services. Known for providing innovative advice, risk management solutions, and hedging strategies for financial advisors, RIA’s, banks, hedge funds, and asset managers.

Keith’s responsibilities encompass providing Lantern’s Financial Advisors and financial institutionswith fixed income portfolio strategies and portfolio construction. In addition, he assists infacilitating fixed income trading capabilities to broker dealers that operate under a ‘piggyback” tri-party clearing arrangement and RIAs looking to expand their network of fixed income sources. Leveraging Keith's extensive experience at Citigroup Global Markets, Lantern will market its fixed income investment offerings to community banks and financial institutions particularly in the area of bank qualified, municipal bonds and taxable fixed income. 

 
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Company Info

35 Pinelawn Rd., Suite 101E
Melville, NY 11747
631.454.2000

805 Third Avenue
18th Floor
New York, New York 10022
212.371.3950

Our Disclosure

Wealth Advisory solutions provided by subsidiaries of Percheron Asset Management Group, Inc.: Herold Advisors Inc. and Lantern Wealth Advisors, LLC., SEC registered investment advisors. Securities offered through Herold & Lantern Investments Inc., a registered broker dealer, Member FINRA, MSRB, SIPC.

Bernard Herold & Co., Inc.
Rule 606(a)1 Reporting Public Disclosure

 

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