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Ron B
Series 65, Series 66
New York, NY
Lancaster
Ron Bezoza is a financial advisor at Lancaster with 21 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at firms including Goldman Sachs, Morgan Stanley Distribution, and Credit Suisse Securities. He is also involved with March Capital Corp. as a registered representative, focusing on advisor and capital raising activities. Lancaster Labs, LLC provides discretionary investment management specializing in municipal and fixed-income instruments, serving individual, high-net-worth, and institutional clients. The firm uses a systematic and quantitative approach that incorporates artificial intelligence and algorithmic execution to deliver market liquidity and pursue tax-exempt income through active trading.
Natalie M
Series 66
New York, NY
Lancaster
Natalie Munn is a financial advisor at Lancaster with a Series 66 designation and three years of industry experience. Her prior work includes roles at Hightower Advisors and Northwest Bank, as well as earlier positions at the University of Pittsburgh and Callahan Ice Arena. Lancaster Labs, LLC provides discretionary investment management focused on municipal and other fixed-income instruments, serving individual, high-net-worth, and institutional clients. The firm uses a systematic, quantitative approach combining artificial intelligence and algorithmic execution to pursue tax-exempt income with active trading.
James P
Series 63, Series 65
Madison, NJ
Lancaster
James Perrello is a financial advisor with Lancaster and holds the Series 63 and Series 65 designations. He has no prior industry experience and has been associated with several entities related to Lancaster since 2022. Lancaster Labs, LLC provides discretionary investment management focused on municipal and other fixed-income instruments, serving individual, high-net-worth, and institutional clients. The firm uses a systematic, quantitative investment approach that incorporates artificial intelligence and algorithmic execution to pursue intermediate-term, tax-exempt income with active trading.
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