Lakewood Asset Management, LLC

Michael Lannan is a CFA® charterholder with 20 years of industry experience. He has worked at Lakewood Asset Management, LLC since 2018 and previously spent 12 years at Securus Investment Management, LLC. He serves on the investment committee for a not-for-profit family foundation and volunteers with the LaGrange Police Pension Board. Lakewood Asset Management serves individual and high-net-worth clients as well as trusts, estates, pension, and charitable entities, managing approximately $249 million across about 155 client relationships. The firm employs a bottom-up, fundamental, long-term value investment approach across various securities and offers both discretionary portfolio management and stand-alone financial planning services.

Catherine Lannan is a financial advisor at Lakewood Asset Management, LLC with Series 65 and Series 63 credentials and four years of industry experience. Prior to joining Lakewood Asset Management, she worked at Charles Schwab & Co., Inc. and held various roles in other companies including Kohl's Corporation and the University of Wisconsin-Madison. Lakewood Asset Management serves individual and high-net-worth clients, as well as trusts, estates, pension, and charitable entities, managing approximately $249 million across 155 client relationships. The firm employs a bottom-up, fundamental investment approach focused on long-term value and offers both discretionary and non-discretionary portfolio management along with standalone financial planning services.

Brooks Call is a financial advisor at Lakewood Asset Management, LLC in Omaha, NE, holding Series 63 and Series 65 credentials with 22 years of industry experience. He has worked with UBS Financial Services Inc since 2005. Lakewood Asset Management serves individual and high-net-worth clients, trusts, estates, pension, and charitable entities, managing approximately $249 million across 155 client relationships. The firm employs a bottom-up, fundamental, long-term value investing approach, focusing on undervalued companies and special situations, and offers both discretionary portfolio management and stand-alone financial planning.

Todd Mick is a financial advisor at Lakewood Asset Management, LLC in Naperville, IL, holding a Series 65 designation with 11 years of industry experience. He has been with Lakewood Asset Management since 2015. Lakewood Asset Management serves individual and high-net-worth clients as well as trusts, estates, pension, and charitable entities, managing approximately $249 million across about 155 client relationships. The firm employs a bottom-up, fundamental, long-term value investing approach across a range of securities and offers both discretionary portfolio management and stand-alone financial planning engagements.