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Ron B

Series 66, Series 65

New York, NY

Lancaster

Ron Bezoza is a financial advisor at Lancaster with 21 years of industry experience. His background includes roles at Goldman Sachs, Morgan Stanley Distribution, and several capital and financial technology firms. He holds Series 66 and Series 65 designations. 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 incorporating artificial intelligence and algorithmic execution.

Passive / index investing Active portfolio management
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Natalie M

Series 66

New York, NY

Lancaster

Natalie Munn is a financial advisor at Hightower Advisors with a Series 66 designation and two years of industry experience. She previously worked at Northwest Bank and held roles at the University of Pittsburgh and Callahan Ice Arena. Hightower Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers discretionary portfolio management through an Advisor Directed wrap program, utilizing proprietary analysis and a range of investment vehicles while emphasizing ongoing monitoring and periodic reviews.

Passive / index investing Active portfolio management
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