Lonnie is Executive Vice President and portfolio manager for Asset Management Group and holds the following securities licenses:
Series 7 General Securities NYSE/NASD Registered Representative
Series 52 MSRB Municipal Securities Registered Representative
Series 66 Registered Investment Advisor
AMG offers a complete package of institutional services including fixed income management and asset/liability management. As a current employee of AMG, Lonnie continues to trade, manage fixed income portfolios and consult on Asset/Liability Management.
Lonnie has over 30 years of successful experience in fixed income investing. Initially, he worked with high net worth individuals developing estate plans and fixed income investment portfolios at UMB Bank in Kansas City. He then made the transition to UMB’s Investment Banking Division where he serviced community banks and insurance companies.
Lonnie left UMB in 1995 to co-found AMG. At AMG he was one of the partners responsible for developing the customer base, trading and producing custom investment reports. Lonnie’s education includes a Juris Doctor, 1979, from the University of Missouri.