LAMCO Advisory Services is pleased to announce the addition of Robert Little, Jr., CFA, CPA as Vice President, Investment Strategy & Research. Mr. Little has over fourteen years of experience providing analysis of the capital markets and conducting due diligence on investment strategies across all major asset classes. In addition, he has over nine years of experience developing investment menus for retirement plans.
Mr. Little will be primarily responsible for overseeing LAMCO’s qualitative and quantitative due diligence process and making recommendations to the Investment Committee regarding asset class and investment strategy decisions. He will also contribute to the firm’s research on the capital markets and global economic conditions.
Prior to joining LAMCO, Mr. Little was a partner and the Director of Research at The Bogdahn Group, an institutional investment consulting firm located in Orlando.
Mr. Little holds a Master of Accounting degree from the University of Florida and a Bachelor of Arts degree in Economics from the University of North Carolina at Chapel Hill. He is a Chartered Financial Analyst charter holder and is a member of the CFA Institute and the CFA Society of Orlando. He is also a licensed CPA in the State of Florida.