Lawrence Solomon

Lawrence D. Solomon

Chief Financial Officer at Exceed Investments LLC

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Location:
28 West 44th Street, New York City, New York, United States
HQ Phone:
(646) 780-9964

General Information

Experience

Director of Investments and Financial Planning  - OptiFour Integrated Wealth Management LLC

Director of Investments and Financial Planning  - Cohen & Burnett P.C

Director of Investments and Financial Planning  - Strategic Financial Advisors

Education

B.S.  - Microbiology and Economics , Cornell University

Bachelor's Degree  - Economics and Business , SUNY Albany

M.B.A.  - Columbia Business School

Masters  - Business Administration , Lehigh University

Affiliations

Registered Representative and Financial Advisor  - Equitable Life

Recent News  

LAWRENCE SOLOMON PUBLISHED IN WEALTHMANAGEMENT.COM: TIME FOR WALL STREET TO PRODUCE PRODUCTS FOR PEOPLE, NOT ROBOTS
by Exceed Staff Wealthmanagement.com published a piece written by Exceed's COO, Lawrence Solomon, on how Wall Street can better utilize behavioral finance when designing financial products.

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Lawrence Solomon
Lawrence Solomon CFO LinkedInlawrence.solomon@exceedinvestments.com As the CFO of Exceed Investments, Lawrence Solomon oversees strategic planning, capital expenditures, and overall administration for the firm, ensuring that we are at all times well positioned to provide investors and partners with cutting edge products and services. Over a 15 year career in management consulting, corporate strategy, and entrepreneurship, Mr. Solomon has driven profitable growth at firms both large and small in the financial services space. Prior to joining Exceed, Mr. Solomon worked at UBS Wealth Management as a Director in the Market Strategy and Analysis group. His mandate was to provide members of the Firm's Executive Committee with guidance on overall firm strategy, client segmentation, and market and industry trends relating to the wealth management industry. Prior to joining UBS, Mr. Solomon served as the Chief Administrative Officer of Spring Hill Capital Markets, a fixed income-focused boutique investment bank with expertise in the Structured Finance and Commercial Real Estate asset classes. In that role, he worked with the CEO to manage the overall growth and strategic direction of the advisory, broker / dealer, and investment management business lines. Prior to joining Spring Hill, Mr. Solomon led Corporate Strategy for the Private Banking division of Lehman Brothers / Barclays Wealth Americas; his mandate was oversee strategic planning and project management for the division, with a focus on revenue growth, cost cutting, and sales management. Prior to joining Lehman, Mr. Solomon worked at McKinsey advising major financial services firms on opportunities for revenue generation, market entry planning, and cost reduction. In addition to his traditional professional experiences, Mr. Solomon founded and raised capital for an insurance business offering unemployment insurance; the company began selling policies in 2Q11. Backing for the venture was provided by several leading asset managers and a publicly traded insurance carrier. Mr. Solomon currently resides on the Upper West Side of Manhattan with his wife and three children.

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LAWRENCE SOLOMON PUBLISHED IN FORBES.COM: IN HONOR OF HALLOWEEN, THE 13 MOST VILE FACTS ABOUT THE STOCK MARKET AND INVESTING
by Exceed Staff FORBES.COM published a piece by Exceed's COO, Lawrence Solomon, on misconceptions surrounding 401k investing.

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