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Conor C

Series 63, Series 65

East Aurora, NY

Lasalle St. Investment Advisors, L.L.C.

Conor Casey is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with LaSalle St. firms and Mcdonald Investments Inc. since the mid-1990s. Casey is also licensed in life insurance through Specific Solutions General Agency. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to a diverse client base including individuals, trusts, pension plans, and charitable organizations. The firm employs both non-discretionary and discretionary investment approaches, with a notable emphasis on non-discretionary assets under management.

Active portfolio management Options & derivatives strategies Executive Founder/Business Owner
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Jeffrey K

Series 63, Series 65

East Aurora, NY

Lasalle St. Investment Advisors, L.L.C.

Jeffrey Kamien is a financial advisor with LaSalle St. Investment Advisors, L.L.C. He holds Series 63 and Series 65 designations and has 32 years of industry experience. He has been with LaSalle St. Investment Advisors and LaSalle St. Securities since 2011. Outside of his advisory role, Kamien serves as the tournament director and a board member for the International Junior Golf Tournament. LaSalle St. Investment Advisors provides fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary investment programs, utilizing asset-allocation models and a diverse mix of mutual funds, ETFs, equities, fixed income, and options.

Active portfolio management Options & derivatives strategies Executive Founder/Business Owner
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Jon Z

CFP®, Series 63

East Aurora, NY

Lasalle St. Investment Advisors, L.L.C.

Jon Zach is a CFP® credentialed financial advisor with 21 years of industry experience. He is affiliated with LaSalle St. Investment Advisors, L.L.C. and has worked at LaSalle St Securities LLC since 2015. He is also a partner in ZLC Group, a CPA affiliate program focused on accounting, audit, and tax preparation. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to individuals, trusts, pension plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary management programs, with a notable predominance of non-discretionary assets under management.

Active portfolio management Options & derivatives strategies Executive Founder/Business Owner
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Timothy R

ChFC®, Series 63, Series 65

East Aurora, NY

Lasalle St. Investment Advisors, L.L.C.

Timothy Reed is a financial advisor with LaSalle St. Investment Advisors, L.L.C., holding the ChFC® designation and Series 63 and 65 licenses. He has 28 years of industry experience and has been with LaSalle St. Investment Advisors since 2007. In addition to his advisory role, he is appointed with KAFL for insurance sales. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary investment programs, with a notable emphasis on non-discretionary asset management.

Active portfolio management Options & derivatives strategies Executive Founder/Business Owner
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