"Anyone can hold the helm
when the sea is calm." 

Publilius Syrus

 

 

 
 
 
 
 
 

Leadership Team

Our leadership and management team is comprised of highly skilled and experienced professionals who understand the importance of growing and protecting investor assets. Equally important is their capacity to recognize and embrace the fine distinction of each individual client’s personality which helps build and grow meaningful relationships.

We are especially proud of our team’s educational background— their credentials, degrees, and advanced learning from respected universities across the U.S. Intelligence and wisdom are the cornerstones of our firm’s foundation which fosters our desire to educate and inspire our clients.

Keith Lanton

President, Herold & Lantern Investments, Inc., and Percheron Asset Management Group

Larry Herold

Chief Operating Officer, Herold & Lantern Investments, Inc., and Percheron Asset Management Group

Wendy Lanton

Chief Compliance Officer, Herold & Lantern Investments, Inc., and Percheron Asset Management Group

Daphne Jo Stasco

Chief Operations Officer/Chief Compliance Officer, Lantern Wealth Advisors LLC, a Percheron Asset Management Group subsidiary

Vidur Raj Bhalla

Vice President - Investments, Herold & Lantern Investments, Inc.

Mario J. Giammarco

Vice President - Investments, Herold & Lantern Investments, Inc.

Francis Horneff

Vice President - Investments, Herold & Lantern Investments, Inc.

Henry Pacht

Vice President - Investments, Herold & Lantern Investments, Inc. 

Brad Harris

Director - Fixed Income Securities, Herold & Lantern Investments, Inc. 

 

 
 

 

 

 

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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Welcome!

Welcome to Herold & Lantern Investments, Inc., and our new web site! We invite you to take a look around.

Bernard Herold & Co., Inc., and Lantern Investments, Inc., both family-owned firms with decades of experience, have merged to become Herold & Lantern Investments, Inc.  What that means to our existing clients is simple: stabilityand opportunity.  Clients keep their account numbers, and the same talented professionals will continue to serve them. Plus, with significantly enhanced and technology driven capabilities, our already excellent level of customer service will be even better. Read more about the merger.

As you navigate the site you will see the scope and range of our services. We hope you will get to know more about the firm, and its leadership. One thing you can be assured of is that we remain committed to responsiveness. Clients can always reach their investment professionals, or either of us, directly.

If you are an investment professional interested in learning more about our firm, our plans for growth, and the opportunities we offer, let us hear from you. Your passion for financial services, and sincere desire to help your clients reach their goals, means that we should talk.

We have many people to thank for helping us reach this new milestone, but our success has, and always will, come from the trust our clients put in us – a trust we strive to earn every day.

 

With sincere appreciation,

 

Keith lanton
President

Larry Herold
Chief Operating Officer