Advisor at Durable Dividend Growth Strategies, L.P.
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Firm
Durable Dividend Growth Strategies, L.P.
Location
Kemah, TX 77565
Credentials
Series 65
Industry experience
18 years
Stephen Lack is a Series 65-licensed financial advisor with 18 years of industry experience, currently serving as a Partner at Corient. He has held roles at Galapagos Partners and leads Ned S. Holmes Investments, Inc., a single family office where he acts as President and CIO providing consulting services to private partnerships and corporations. His career also includes involvement with Durable Dividend Growth Strategies, L.P. Corient offers investment advisory and financial planning services to a diverse clientele, including individuals, trusts, pension plans, and charitable organizations. The firm utilizes a team-based investment approach focused on customized, goals-based asset allocations and integrates risk management through ongoing due diligence and monitoring across traditional and alternative investments.
Based on Durable Dividend Growth Strategies, L.P.
Based on Durable Dividend Growth Strategies, L.P.
1% annually
Account minimum: $250,000
470 Mariners Drive
Kemah, TX 77565
Texas
Corient
2022 - Present (4 years)
CIPW Service Company, LLC
2022 - 2023 (1 year)
Durable Dividend Growth Strategies, L.P.
2022 - Present (4 years)
Galapagos Partners
2006 - 2022 (16 years)
Ned S. Holmes Investments, Inc.
1996 - Present (30 years)
Lack Holdings, Inc.
1988 - Present (38 years)
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