Alphamont Funds

Mark Lawrence is a financial advisor at Alphamont Funds with nine years of industry experience. He holds a Series 65 designation and has been with Alphamont Funds since 2016, following a brief retirement. Outside of his advisory role, he is a general partner in a family real estate and investments partnership and a member of an entity supporting NIL activities for NCAA student athletes. Alphamont Funds provides discretionary portfolio management and investment advice primarily to high-net-worth individuals, corporate, and charitable clients. The firm focuses on value and growth-at-a-reasonable-price investment philosophies through active management of exchange-listed equities, preferred stocks, mutual funds, ETFs, and publicly traded REITs.

Meredith Scully is a financial advisor at Alphamont Funds with eight years of industry experience. She holds a Series 65 designation and has worked at Alphamont Funds since 2016, with prior experience at Acxiom Corporation. Alphamont Funds provides discretionary portfolio management and investment advice primarily to high-net-worth individuals, as well as corporate and charitable clients. The firm focuses on value and growth-at-a-reasonable-price investment strategies through fundamental analysis and active management of equity and income securities.