Breaking News

Jason Lampa

Jason Lampa
Jason Lampa is the Managing Director for Charter Consult, an asset management firm which provides insurance professionals and their clients access to alternative investment strategies focused on absolute returns. In addition, Jason provides strategic marketing and practice management consulting for agents who are serious about taking their practice to the next level. In 2010, Jason wrote his first book, entitled Favorable Mutation: The Rise of Unified Managed Accounts in Financial Services. Prior to Charter Consult, Jason held senior-level positions at Citigroup, OppenheimerFunds and New York Life. During his tenure at the aforementioned firms, Jason was responsible for raising more than $3 billion through mutual funds, hedge funds and annuities, respectively. Jason has an MBA in Finance from Seton Hall, in addition to holding the Series 6, Series 7, Series 63 & Series 65 Securities licenses.

Growing Your Insurance Business

Growing Your Insurance Business

The insurance industry provides the opportunity for insurance agents to offer an endless variety of products and services to many different client groups.  There is often a temptation for agents to try to do everything for everyone.  It is simply impossible to develop the expertise to professionally service clients if an attempt is made to work on too broad a …

Read More »
AgenteNews © 2010-2024